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