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
CL
151
CLG LLC
California
$267K
Corient Private Wealth
152
Corient Private Wealth
Florida
$266K
LA
153
LexAurum Advisors
Kansas
$264K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$257K
SWA
155
Stratos Wealth Advisors
Ohio
$256K
EWA
156
Exencial Wealth Advisors
Oklahoma
$252K
CCMG
157
Clark Capital Management Group
Pennsylvania
$247K
JWM
158
JGP Wealth Management
Oregon
$228K
AG
159
Ascent Group
Virginia
$220K
AP
160
Advisortrust Partners
North Carolina
$220K
USCWA
161
U.S. Capital Wealth Advisors
Texas
$218K
MOS
162
MGO One Seven
Ohio
$217K
WS
163
Wedbush Securities
California
$214K
VA
164
VestGen Advisors
Illinois
$213K
IAIM
165
International Assets Investment Management
Florida
$213K
BAM
166
Belpointe Asset Management
Nevada
$210K
UPS
167
UHLMANN PRICE SECURITIES
Illinois
$208K
SGI
168
Summit Global Investments
Utah
$203K
ASN
169
Advisory Services Network
Georgia
$203K
SS
170
Sunbelt Securities
Texas
$153K
TSMHT
171
Thurston Springer Miller Herd & Titak
Indiana
$147K
RFP
172
Root Financial Partners
California
$145K
UBS Group
173
UBS Group
Switzerland
$116K
JP Morgan Chase
174
JP Morgan Chase
New York
$112K
HIA
175
Harbor Investment Advisory
Maryland
$84.7K