CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
CGMM
122 hedge funds and large institutions have $643M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 65 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7.12% more ownership
Funds ownership: 86.79% → 93.91% (+7.1%)
Holders
122
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$95.3M | |
| 2 | +$46.9M | |
| 3 | +$36.2M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$18.5M |
| 5 |
AssetMark Inc
Concord,
California
|
+$14.1M |
Top Sellers
| 1 | -$5.88M | |
| 2 | -$2.8M | |
| 3 | -$585K | |
| 4 |
WWP
Wise Wealth Partners
Phoenix,
Arizona
|
-$228K |
| 5 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$215K |
