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CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
CGMM
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
767% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 15
290% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 10
69% more capital invested
Capital invested by funds: $1.02B → $1.72B (+$700M)
14% more funds holding
Funds holding: 175 → 199 (+24)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.97% less ownership
Funds ownership: 91.39% → 88.42% (-3%)
Holders
199
Holders Change
+24
Holders Change %
+13.71%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
130
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$311M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$55.1M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$50.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$43.8M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$30.6M |
Top Sellers
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$11.2M |
| 2 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$3.45M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$1.67M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$1.56M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
201
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$11.2M | -386,967 | Closed |
|
|
CFG
202
CMC Financial Group
Atlanta,
Georgia
| – | -$3.45M | -119,727 | Closed |
|
|
PAS
203
Park Avenue Securities
New York
| – | -$1.67M | -57,903 | Closed |
|
204
Jane Street
New York
| – | -$844K | -29,251 | Closed |
|
205
Capital International Investors
Los Angeles,
California
| – | -$624K | -21,632 | Closed |
|
|
DAS
206
Diversify Advisory Services
Sandy,
Utah
| – | -$425K | -13,796 | Closed |
|
|
HF
207
HRT Financial
New York
| – | -$347K | -12,053 | Closed |
|
|
ME
208
McIlrath & Eck
Arlington,
Washington
| – | -$110K | -3,820 | Closed |
|
|
FHA
209
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$79.1K | -2,744 | Closed |
|
|
MSFP
210
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$11.2K | -390 | Closed |
|