CGMM

Capital Group U.S. Small and Mid Cap ETF

80 hedge funds and large institutions have $248M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+36
Holders Change %
+81.82%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
38
Increased
34
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M +$28.9M +1,073,891 +139%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$24.8M +$24M +891,748 +2,814%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.6M +$11.1M +412,326 +170%
NA
4
NewEdge Advisors
Louisiana
$13.6M +$13.6M +505,750 New
MLRA
5
Main Line Retirement Advisors
Montana
$13.1M +$12.8M +477,357 +4,133%
SB
6
Strategic Blueprint
Georgia
$9.48M +$3.87M +143,860 +69%
LPL Financial
7
LPL Financial
California
$9.02M +$9.02M +335,707 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.58M +$7.58M +281,832 New
BWG
9
Beta Wealth Group
California
$7.2M -$79.2K -2,946 -1%
SI
10
Stephens Inc
Arkansas
$7.01M +$7.01M +260,608 New
CGPCS
11
Capital Group Private Client Services
California
$6.88M +$4.76M +177,062 +224%
Stifel Financial
12
Stifel Financial
Missouri
$6.65M +$6.65M +247,324 New
SEI Investments
13
SEI Investments
Pennsylvania
$6.53M +$6.15M +228,801 +1,613%
MML Investors Services
14
MML Investors Services
Massachusetts
$6.16M +$1.67M +62,129 +37%
CSP
15
Cary Street Partners
Virginia
$5.21M +$5.21M +193,673 New
Capital International Investors
16
Capital International Investors
California
$4.7M -$22.3M -829,981 -83%
SWM
17
StoneCrest Wealth Management
Arizona
$3.2M +$3.2M +118,935 New
STA
18
Smith Thornton Advisors
Alabama
$3.05M +$14.2K +529 +0.5%
P
19
&Partners
Tennessee
$2.78M +$1.43M +52,930 +106%
CIA
20
Concurrent Investment Advisors
Florida
$2.61M +$1.52M +56,382 +139%
EA
21
Ergawealth Advisors
Illinois
$2.6M +$2.6M +96,732 New
BEI
22
Benjamin Edwards Inc
Missouri
$2.59M +$1.48M +55,149 +134%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.4M +$2.13M +79,047 +768%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$597K +21,742 +35%
AAS
25
Avantax Advisory Services
Texas
$1.75M +$1.75M +64,937 New