CGMM

Capital Group U.S. Small and Mid Cap ETF

199 hedge funds and large institutions have $1.72B invested in Capital Group U.S. Small and Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
76
Wise Wealth Partners
Arizona
$1.75M
DADC
77
D.A. Davidson & Co
Montana
$1.75M
BWG
78
Beta Wealth Group
California
$1.72M
PA
79
PFG Advisors
Arizona
$1.72M
AWM
80
Aprio Wealth Management
Georgia
$1.64M
FFS
81
Founders Financial Securities
Maryland
$1.63M
VVP
82
Venture Visionary Partners
Ohio
$1.57M
TFM
83
Trademark Financial Management
Minnesota
$1.52M
UBS AM
84
UBS AM
Illinois
$1.5M
MW
85
Merited Wealth
Florida
$1.48M
AI
86
Atria Investments
North Carolina
$1.44M
DAS
87
Dynamic Advisor Solutions
Arizona
$1.39M
SWP
88
Sagespring Wealth Partners
Tennessee
$1.39M
LWM
89
LongView Wealth Management
Georgia
$1.39M
SWP
90
Stratos Wealth Partners
Ohio
$1.36M
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$1.29M
BIP
92
Blueprint Investment Partners
North Carolina
$1.24M
BFA
93
Blueprint Financial Advisors
North Carolina
$1.24M
MBC
94
Michael Brady & Co
Ohio
$1.24M
HAG
95
HighPoint Advisor Group
Illinois
$1.23M
RA
96
RFG Advisory
Alabama
$1.18M
AW
97
Alchemi Wealth
Connecticut
$1.15M
SFS
98
Security Financial Services
Indiana
$1.12M
FFS
99
Forge Financial Services
Oklahoma
$1.08M
RIL
100
Rothschild Investment LLC
Illinois
$1.08M