CGMM

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

Overview Fund Activity

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
+44
Holders Change %
–
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.5M
3
BWG
Beta Wealth Group
California
+$6.47M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.78M
5
SB
Strategic Blueprint
Georgia
+$4.99M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$24M +$24M +1,004,890 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.5M +$18.5M +772,624 New
BWG
3
Beta Wealth Group
California
$6.47M +$6.47M +270,770 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.78M +$5.78M +241,835 New
SB
5
Strategic Blueprint
Georgia
$4.99M +$4.99M +208,856 New
MML Investors Services
6
MML Investors Services
Massachusetts
$3.99M +$3.99M +167,058 New
STA
7
Smith Thornton Advisors
Alabama
$2.7M +$2.7M +113,115 New
CGPCS
8
Capital Group Private Client Services
California
$1.88M +$1.88M +78,885 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$1.48M +62,050 New
AIFS
10
A&I Financial Services
Colorado
$1.31M +$1.31M +54,899 New
P
11
&Partners
Tennessee
$1.19M +$1.19M +49,707 New
BEI
12
Benjamin Edwards Inc
Missouri
$982K +$982K +41,115 New
CIA
13
Concurrent Investment Advisors
Florida
$969K +$969K +40,564 New
Osaic Holdings
14
Osaic Holdings
Arizona
$832K +$832K +34,840 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$757K +$757K +31,692 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$719K +$719K +30,079 New
PWM
17
Pines Wealth Management
North Carolina
$682K +$682K +32,523 New
CFB
18
Cullen/Frost Bankers
Texas
$675K +$675K +28,251 New
Mariner
19
Mariner
Kansas
$575K +$575K +24,050 New
MFG
20
Merit Financial Group
Georgia
$546K +$546K +22,867 New
Truist Financial
21
Truist Financial
North Carolina
$478K +$478K +20,004 New
SPC
22
Sigma Planning Corp
Michigan
$478K +$478K +20,000 New
NF
23
NavPoint Financial
Minnesota
$412K +$412K +17,260 New
MSAM
24
Moloney Securities Asset Management
Missouri
$376K +$376K +15,730 New
SEI Investments
25
SEI Investments
Pennsylvania
$339K +$339K +14,182 New
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