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
Bank of New York Mellon
126
Bank of New York Mellon
New York
$535K
CAL
127
Capital Analysts LLC
Pennsylvania
$533K
TFA
128
Transamerica Financial Advisors
Florida
$528K
IA
129
Integrity Alliance
Iowa
$497K
SWGC
130
Summit Wealth Group (Colorado)
Colorado
$496K
BWP
131
Balboa Wealth Partners
Arizona
$464K
AAS
132
Ameritas Advisory Services
Nebraska
$463K
AWM
133
Apollon Wealth Management
South Carolina
$453K
WAM
134
WNY Asset Management
New York
$449K
HAS
135
HBW Advisory Services
California
$445K
CWM
136
Cornerstone Wealth Management
Missouri
$443K
LWA
137
Lantern Wealth Advisors
New York
$401K
SA
138
Sanctuary Advisors
Indiana
$386K
SIAP
139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$379K
SCFS
140
Stewardship Concepts Financial Services
Washington
$344K
PTC
141
Private Trust Company
Ohio
$326K
GS
142
GWN Securities
Florida
$318K
FFA
143
Florida Financial Advisors
Florida
$313K
Citadel Advisors
144
Citadel Advisors
Florida
$304K
FHC
145
First Heartland Consultants
Missouri
$296K
IWC
146
Integrated Wealth Concepts
Massachusetts
$285K
FFA
147
Farther Finance Advisors
California
$285K
EWS
148
Evergreen Wealth Solutions
Pennsylvania
$276K
TC
149
Trilogy Capital
California
$272K
CL
150
CLG LLC
California
$267K