CGMM

Capital Group U.S. Small and Mid Cap ETF

81 hedge funds and large institutions have $249M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+37
Holders Change %
+84.09%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
39
Increased
34
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
26
Wise Wealth Partners
Arizona
$1.61M +$1.61M +59,905 New
AIFS
27
A&I Financial Services
Colorado
$1.41M -$61.3K -2,282 -4%
TWM
28
Tradition Wealth Management
Minnesota
$1.37M +$1.04M +38,840 +320%
NF
29
NavPoint Financial
Minnesota
$1.37M +$906K +33,723 +195%
KWM
30
Kingsview Wealth Management
Oregon
$1.34M +$1.34M +49,984 New
MFG
31
Merit Financial Group
Georgia
$1.07M +$452K +16,824 +74%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.02M +$84.3K +3,134 +9%
CFB
33
Cullen/Frost Bankers
Texas
$1.01M +$254K +9,434 +33%
AssetMark Inc
34
AssetMark Inc
California
$1M +$1M +37,334 New
PWM
35
Pines Wealth Management
North Carolina
$951K +$57.6K +2,095 +6%
NAS
36
NWF Advisory Services
California
$902K +$902K +33,572 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$890K +$890K +33,124 New
BCI
38
Brinker Capital Investments
Pennsylvania
$851K +$851K +31,651 New
HighTower Advisors
39
HighTower Advisors
Illinois
$850K +$850K +31,636 New
RIL
40
Rothschild Investment LLC
Illinois
$744K +$744K +27,690 New
SWP
41
Sagespring Wealth Partners
Tennessee
$692K +$692K +25,750 New
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$672K -$137K -5,080 -17%
Mariner
43
Mariner
Kansas
$646K
OFS
44
OneAscent Financial Services
Alabama
$632K +$317K +11,772 +100%
RA
45
RFG Advisory
Alabama
$632K +$632K +23,504 New
EFS
46
Essex Financial Services
Connecticut
$627K +$356K +13,239 +131%
SA
47
Sovran Advisors
California
$611K +$611K +22,424 New
MSAM
48
Moloney Securities Asset Management
Missouri
$606K +$184K +6,830 +43%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$585K +$317K +11,804 +119%
Truist Financial
50
Truist Financial
North Carolina
$571K +$33.3K +1,238 +6%