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
M
176
MOTCO
Texas
$80.7K
IA
177
IFP Advisors
Florida
$78.8K
CFD
178
Creative Financial Designs
Indiana
$66K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$44.1K
EWA
180
EverSource Wealth Advisors
Alabama
$39.7K
WIM
181
Westside Investment Management
California
$39.6K
MCM
182
MAI Capital Management
Ohio
$29.4K
RF
183
Rossby Financial
Florida
$23.1K
NS
184
NBC Securities
Alabama
$18.1K
SPIA
185
Steward Partners Investment Advisory
New York
$14.5K
IWP
186
IAG Wealth Partners
Wisconsin
$12.7K
AIC
187
Archer Investment Corporation
Indiana
$10.3K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$10.1K
SEP
189
Signature Equity Partners
Ohio
$9.04K
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$8.78K
Morgan Stanley
191
Morgan Stanley
New York
$7.49K
AG
192
AmeriFlex Group
Nevada
$6.52K
Fidelity Investments
193
Fidelity Investments
Massachusetts
$4.82K
CTC
194
Central Trust Company
Missouri
$4.52K
FLP
195
Financial Life Planners
Arizona
$4.38K
AF
196
Advisornet Financial
Minnesota
$4.26K
HNB
197
Huntington National Bank
Ohio
$1.7K
CA
198
CoreCap Advisors
Michigan
$1.23K
LWMI
199
Legacy Wealth Management (Idaho)
Idaho
$412
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$147