CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
CGMM
168 hedge funds and large institutions have $1.01B invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 11 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
38% more funds holding
Funds holding: 122 → 168 (+46)
3.63% less ownership
Funds ownership: 93.91% → 90.28% (-3.6%)
Holders
168
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$59.6M | |
| 2 | +$35.1M | |
| 3 | +$27.5M | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$24.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.8M |
Top Sellers
| 1 | -$1.55M | |
| 2 | -$1.26M | |
| 3 | -$690K | |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$618K |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
-$386K |
