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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.5M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$22M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$12.5M |
| 4 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
+$11.8M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$20.5M |
| 2 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
-$295K |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$125K |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$72.7K |
| 5 |
AIFS
A&I Financial Services
Lone Tree,
Colorado
|
-$56.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSFP
76
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $10.5K | – | – | – |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | +$7.38K | +299 | New |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| $7.93K | +$7.28K | +295 | New |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| $5.62K | +$1.41K | +57 | +38% |
|
|
CAL
80
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3K | – | – | – |
|
|
LIS
81
Legacy Investment Solutions
Meridian,
Idaho
| $377 | +$346 | +14 | New |
|
|
LWMI
82
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $377 | +$346 | +14 | New |
|
|
GS
83
GWN Securities
Palm Beach Gardens,
Florida
| – | -$295K | -12,344 | Closed |
|
|
CAWM
84
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$12.4K | -520 | Closed |
|
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.