CGMM

Capital Group U.S. Small and Mid Cap ETF

198 hedge funds and large institutions have $1.7B 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, 129 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
DADC
76
D.A. Davidson & Co
Montana
$1.75M
BWG
77
Beta Wealth Group
California
$1.72M
PA
78
PFG Advisors
Arizona
$1.72M
AWM
79
Aprio Wealth Management
Georgia
$1.64M
FFS
80
Founders Financial Securities
Maryland
$1.63M
VVP
81
Venture Visionary Partners
Ohio
$1.57M
TFM
82
Trademark Financial Management
Minnesota
$1.52M
UBS AM
83
UBS AM
Illinois
$1.5M
MW
84
Merited Wealth
Florida
$1.48M
AI
85
Atria Investments
North Carolina
$1.44M
DAS
86
Dynamic Advisor Solutions
Arizona
$1.39M
SWP
87
Sagespring Wealth Partners
Tennessee
$1.39M
LWM
88
LongView Wealth Management
Georgia
$1.39M
SWP
89
Stratos Wealth Partners
Ohio
$1.36M
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$1.29M
BIP
91
Blueprint Investment Partners
North Carolina
$1.24M
BFA
92
Blueprint Financial Advisors
North Carolina
$1.24M
MBC
93
Michael Brady & Co
Ohio
$1.24M
HAG
94
HighPoint Advisor Group
Illinois
$1.23M
RA
95
RFG Advisory
Alabama
$1.18M
AW
96
Alchemi Wealth
Connecticut
$1.15M
SFS
97
Security Financial Services
Indiana
$1.12M
FFS
98
Forge Financial Services
Oklahoma
$1.08M
RIL
99
Rothschild Investment LLC
Illinois
$1.08M
DC
100
Davenport & Co
Virginia
$1.06M