CGMM

Capital Group U.S. Small and Mid Cap ETF

44 hedge funds and large institutions have $84.2M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$24M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.5M
BWG
3
Beta Wealth Group
California
$6.47M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.78M
SB
5
Strategic Blueprint
Georgia
$4.99M
MML Investors Services
6
MML Investors Services
Massachusetts
$3.99M
STA
7
Smith Thornton Advisors
Alabama
$2.7M
CGPCS
8
Capital Group Private Client Services
California
$1.88M
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.48M
AIFS
10
A&I Financial Services
Colorado
$1.31M
P
11
&Partners
Tennessee
$1.19M
BEI
12
Benjamin Edwards Inc
Missouri
$982K
CIA
13
Concurrent Investment Advisors
Florida
$969K
Osaic Holdings
14
Osaic Holdings
Arizona
$832K
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$757K
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$719K
PWM
17
Pines Wealth Management
North Carolina
$682K
CFB
18
Cullen/Frost Bankers
Texas
$675K
Mariner
19
Mariner
Kansas
$575K
MFG
20
Merit Financial Group
Georgia
$546K
Truist Financial
21
Truist Financial
North Carolina
$478K
SPC
22
Sigma Planning Corp
Michigan
$478K
NF
23
NavPoint Financial
Minnesota
$412K
MSAM
24
Moloney Securities Asset Management
Missouri
$376K
SEI Investments
25
SEI Investments
Pennsylvania
$339K