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
JIG
126
Junk Investment Group
Maryland
$545K
Bank of New York Mellon
127
Bank of New York Mellon
New York
$535K
CAL
128
Capital Analysts LLC
Pennsylvania
$533K
TFA
129
Transamerica Financial Advisors
Florida
$528K
IA
130
Integrity Alliance
Iowa
$497K
SWGC
131
Summit Wealth Group (Colorado)
Colorado
$496K
BWP
132
Balboa Wealth Partners
Arizona
$464K
AAS
133
Ameritas Advisory Services
Nebraska
$463K
AWM
134
Apollon Wealth Management
South Carolina
$453K
WAM
135
WNY Asset Management
New York
$449K
HAS
136
HBW Advisory Services
California
$445K
CWM
137
Cornerstone Wealth Management
Missouri
$443K
LWA
138
Lantern Wealth Advisors
New York
$401K
SA
139
Sanctuary Advisors
Indiana
$386K
SIAP
140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$379K
SCFS
141
Stewardship Concepts Financial Services
Washington
$344K
PTC
142
Private Trust Company
Ohio
$326K
GS
143
GWN Securities
Florida
$318K
FFA
144
Florida Financial Advisors
Florida
$313K
Citadel Advisors
145
Citadel Advisors
Florida
$304K
FHC
146
First Heartland Consultants
Missouri
$296K
IWC
147
Integrated Wealth Concepts
Massachusetts
$285K
FFA
148
Farther Finance Advisors
California
$285K
EWS
149
Evergreen Wealth Solutions
Pennsylvania
$276K
TC
150
Trilogy Capital
California
$272K