We are live on
!
Find out more
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
CGMM
175 hedge funds and large institutions have $1.02B invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 11 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
764% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 11
757% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 7
58% more capital invested
Capital invested by funds: $645M → $1.02B (+$376M)
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
42% more funds holding
Funds holding: 123 → 175 (+52)
2.81% less ownership
Funds ownership: 94.2% → 91.39% (-2.8%)
Holders
175
Holders Change
+52
Holders Change %
+42.28%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
95
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$35.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$27.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$24.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fidelity Investments
Boston,
Massachusetts
| $260 | +$256 | +9 | New |
|
|
TRCT
177
Tower Research Capital (TRC)
New York
| – | -$690K | -24,299 | Closed |
|
|
MHB
178
Midwest Heritage Bank
West Des Moines,
Iowa
| – | -$386K | -13,610 | Closed |
|
179
Citadel Advisors
Miami,
Florida
| – | -$228K | -8,046 | Closed |
|
|
AFP
180
Ausdal Financial Partners
Davenport,
Iowa
| – | -$203K | -7,137 | Closed |
|
|
ASN
181
Advisory Services Network
Atlanta,
Georgia
| – | -$183K | -6,445 | Closed |
|
182
Bank of America
Charlotte,
North Carolina
| – | -$180K | -6,350 | Closed |
|
|
AG
183
AmeriFlex Group
Las Vegas,
Nevada
| – | -$3.98K | -140 | Closed |
|