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
DC
101
Davenport & Co
Virginia
$1.06M
LA
102
Latitude Advisors
Florida
$993K
PWM
103
Pines Wealth Management
North Carolina
$964K
RIS
104
Richmond Investment Services
Wisconsin
$940K
DWM
105
Diversify Wealth Management
Utah
$871K
FFA
106
Frazier Financial Advisors
Ohio
$839K
SN
107
Sittner & Nelson
Oregon
$821K
TWM
108
Trinity Wealth Management
Pennsylvania
$819K
KPWS
109
Kestra Private Wealth Services
Texas
$809K
OFS
110
OneAscent Financial Services
Alabama
$808K
TWP
111
Tempus Wealth Planning
California
$772K
SA
112
Sovran Advisors
California
$770K
CIM
113
Capital Investment Management
Missouri
$748K
OL
114
Owen LaRue
Kentucky
$728K
NFG
115
Nations Financial Group
Iowa
$682K
KWA
116
Kingswood Wealth Advisors
California
$681K
SIAS
117
Summit Investment Advisory Services
Minnesota
$654K
AIM
118
Advyzon Investment Management
Illinois
$641K
WWM
119
Western Wealth Management
Colorado
$629K
BC
120
Barrett & Company
Rhode Island
$628K
RMP
121
Richards, Merrill & Peterson
Washington
$625K
Goldman Sachs
122
Goldman Sachs
New York
$606K
AQR Capital Management
123
AQR Capital Management
Connecticut
$605K
PFS
124
Prospera Financial Services
Texas
$566K
FSBI
125
Fearless Solutions (Best Invest)
Texas
$548K