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 %
HI
51
Harbour Investments
Wisconsin
$565K +$333K +12,392 +144%
SPC
52
Sigma Planning Corp
Michigan
$545K +$7.55K +281 +1%
PAG
53
Private Advisor Group
New Jersey
$533K +$533K +19,830 New
TWM
54
Trinity Wealth Management
Pennsylvania
$523K +$523K +19,473 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$519K +$390K +14,521 +303%
LWM
56
LongView Wealth Management
Georgia
$453K +$453K +16,861 New
DADC
57
D.A. Davidson & Co
Montana
$449K +$449K +16,720 New
LA
58
Latitude Advisors
Florida
$414K +$82.1K +3,055 +25%
MHB
59
Midwest Heritage Bank
Iowa
$365K +$365K +13,574 New
FFS
60
Founders Financial Securities
Maryland
$346K +$42.3K +1,575 +14%
KAS
61
Kestra Advisory Services
Texas
$339K +$339K +12,630 New
VA
62
Valmark Advisers
Ohio
$339K +$339K +12,610 New
SFS
63
Security Financial Services
Indiana
$333K +$333K +12,405 New
WIA
64
World Investment Advisors
California
$291K +$44.7K +1,662 +18%
OP
65
ORG Partners
Indiana
$276K +$253K +9,319 +1,071%
BWP
66
Balboa Wealth Partners
Arizona
$272K +$272K +10,102 New
SFA
67
Souders Financial Advisors
Ohio
$261K +$261K +9,724 New
Citadel Advisors
68
Citadel Advisors
Florida
$241K +$241K +8,969 New
SWGC
69
Summit Wealth Group (Colorado)
Colorado
$215K +$215K +7,994 New
JWM
70
JGP Wealth Management
Oregon
$209K +$209K +7,770 New
BC
71
Barrett & Company
Rhode Island
$153K +$14.8K +550 +11%
Morgan Stanley
72
Morgan Stanley
New York
$47K +$47K +1,748 New
IA
73
IFP Advisors
Florida
$33.4K
Raymond James Financial
74
Raymond James Financial
Florida
$29.8K +$29.8K +1,107 New
MSFP
75
Mark Sheptoff Financial Planning
Connecticut
$10.5K