CGMM

Capital Group U.S. Small and Mid Cap ETF
CGMM

Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.9M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$24M
3
NA
NewEdge Advisors
Louisiana
+$13.6M
4
MLRA
Main Line Retirement Advisors
Montana
+$12.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$22.3M
2
GS
GWN Securities
Florida
-$295K
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$137K
4
BWG
Beta Wealth Group
California
-$79.2K
5
AIFS
A&I Financial Services
Colorado
-$61.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +299 New
AF
77
Advisornet Financial
Minnesota
$7.93K +$7.93K +295 New
SPIA
78
Steward Partners Investment Advisory
New York
$5.62K +$1.53K +57 +38%
CAL
79
Capital Analysts LLC
Pennsylvania
$3K – – –
LWMI
80
Legacy Wealth Management (Idaho)
Idaho
$377 +$377 +14 New
LIS
81
Legacy Investment Solutions
Idaho
$377 +$377 +14 New
GS
82
GWN Securities
Florida
– -$295K -12,344 Closed
1 2 3
4