We are live on ! Find out more
CGMM

Capital Group U.S. Small and Mid Cap ETF
CGMM

82 hedge funds and large institutions have $260M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

208% more capital invested

Capital invested by funds: $84.2M → $260M (+$175M)

86% more funds holding

Funds holding: 44 → 82 (+38)

3.08% less ownership

Funds ownership: 90.07% → 86.99% (-3.1%)

Holders
82
Holders Change
+38
Holders Change %
+86.36%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
34
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$22M
3
NA
NewEdge Advisors
Louisiana
+$12.5M
4
MLRA
Main Line Retirement Advisors
Montana
+$11.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$20.5M
2
GS
GWN Securities
Florida
-$295K
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$125K
4
BWG
Beta Wealth Group
California
-$72.7K
5
AIFS
A&I Financial Services
Colorado
-$56.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.75M +$1.6M +64,937 New
WWP
27
Wise Wealth Partners
Arizona
$1.61M +$1.48M +59,905 New
AIFS
28
A&I Financial Services
Colorado
$1.41M -$56.3K -2,282 -4%
TWM
29
Tradition Wealth Management
Minnesota
$1.37M +$959K +38,840 +320%
NF
30
NavPoint Financial
Minnesota
$1.37M +$832K +33,723 +195%
KWM
31
Kingsview Wealth Management
Oregon
$1.34M +$1.23M +49,984 New
MFG
32
Merit Financial Group
Georgia
$1.07M +$415K +16,824 +74%
CFB
33
Cullen/Frost Bankers
Texas
$1.01M +$233K +9,434 +33%
AssetMark Inc
34
AssetMark Inc
California
$1M +$922K +37,334 New
PWM
35
Pines Wealth Management
North Carolina
$951K +$51.7K +2,095 +6%
NAS
36
NWF Advisory Services
California
$902K +$829K +33,572 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$890K +$818K +33,124 New
BCI
38
Brinker Capital Investments
Pennsylvania
$851K +$781K +31,651 New
HighTower Advisors
39
HighTower Advisors
Illinois
$850K +$781K +31,636 New
RIL
40
Rothschild Investment LLC
Illinois
$744K +$683K +27,690 New
SWP
41
Sagespring Wealth Partners
Tennessee
$692K +$636K +25,750 New
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$672K -$125K -5,080 -17%
Mariner
43
Mariner
Kansas
$646K – – –
OFS
44
OneAscent Financial Services
Alabama
$632K +$291K +11,772 +100%
RA
45
RFG Advisory
Alabama
$632K +$580K +23,504 New
EFS
46
Essex Financial Services
Connecticut
$627K +$327K +13,239 +131%
SA
47
Sovran Advisors
California
$611K +$553K +22,424 New
MSAM
48
Moloney Securities Asset Management
Missouri
$606K +$169K +6,830 +43%
IFG
49
Independent Financial Group
California
$591K +$543K +21,996 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$585K +$291K +11,804 +119%
1
2
3 4

CGMM Hedge Fund Activity: Q2 2025 in Review

82 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group U.S. Small and Mid Cap ETF (CGMM) for Q2 2025, worth a combined $260M — up 208% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CGMM positions and 2 closed out — a net gain of 38 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $26.5M. The largest seller was Capital International Investors, cutting an estimated $20.5M.

  • 82 institutional investors held Capital Group U.S. Small and Mid Cap ETF (CGMM) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $260M of Capital Group U.S. Small and Mid Cap ETF stock for Q2 2025, up 208% quarter-over-quarter.
  • 40 funds opened new Capital Group U.S. Small and Mid Cap ETF positions in Q2 2025 and 2 closed out, a net change of +38 holders.
  • The largest Capital Group U.S. Small and Mid Cap ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $26.5M added.
  • The largest Capital Group U.S. Small and Mid Cap ETF seller in Q2 2025 was Capital International Investors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2025.