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 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
26
Wise Wealth Partners
Arizona
$1.61M
AIFS
27
A&I Financial Services
Colorado
$1.41M
TWM
28
Tradition Wealth Management
Minnesota
$1.37M
NF
29
NavPoint Financial
Minnesota
$1.37M
KWM
30
Kingsview Wealth Management
Oregon
$1.34M
MFG
31
Merit Financial Group
Georgia
$1.07M
Osaic Holdings
32
Osaic Holdings
Arizona
$1.02M
CFB
33
Cullen/Frost Bankers
Texas
$1.01M
AssetMark Inc
34
AssetMark Inc
California
$1M
PWM
35
Pines Wealth Management
North Carolina
$951K
NAS
36
NWF Advisory Services
California
$902K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$890K
BCI
38
Brinker Capital Investments
Pennsylvania
$851K
HighTower Advisors
39
HighTower Advisors
Illinois
$850K
RIL
40
Rothschild Investment LLC
Illinois
$744K
SWP
41
Sagespring Wealth Partners
Tennessee
$692K
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$672K
Mariner
43
Mariner
Kansas
$646K
OFS
44
OneAscent Financial Services
Alabama
$632K
RA
45
RFG Advisory
Alabama
$632K
EFS
46
Essex Financial Services
Connecticut
$627K
SA
47
Sovran Advisors
California
$611K
MSAM
48
Moloney Securities Asset Management
Missouri
$606K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$585K
Truist Financial
50
Truist Financial
North Carolina
$571K