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CGMM

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

123 hedge funds and large institutions have $645M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 2

843% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 7

148% more capital invested

Capital invested by funds: $260M → $645M (+$385M)

50% more funds holding

Funds holding: 82 → 123 (+41)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7.21% more ownership

Funds ownership: 86.99% → 94.2% (+7.2%)

Holders
123
Holders Change
+41
Holders Change %
+50%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
66
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.6M
2
LPL Financial
LPL Financial
California
+$46M
3
MFG
Merit Financial Group
Georgia
+$35.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18.2M
5
AssetMark Inc
AssetMark Inc
California
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
-$5.77M
2
Capital International Investors
Capital International Investors
California
-$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$585K
4
WWP
Wise Wealth Partners
Arizona
-$224K
5
SWGC
Summit Wealth Group (Colorado)
Colorado
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$596K +$585K +20,977 New
AQR Capital Management
77
AQR Capital Management
Connecticut
$585K +$574K +20,607 New
HF
78
HRT Financial
New York
$572K +$562K +20,159 New
OP
79
ORG Partners
Indiana
$537K +$172K +6,175 +61%
NWMG
80
National Wealth Management Group
Ohio
$535K +$525K +18,857 New
VVP
81
Venture Visionary Partners
Ohio
$523K +$513K +18,424 New
SWP
82
Stratos Wealth Partners
Ohio
$511K +$501K +17,982 New
DADC
83
D.A. Davidson & Co
Montana
$499K +$24K +862 +5%
PA
84
PFG Advisors
Arizona
$426K +$418K +14,992 New
MA
85
Mutual Advisors
Nebraska
$394K +$386K +13,842 New
MHB
86
Midwest Heritage Bank
Iowa
$386K +$1K +36 +0.3%
FFS
87
Founders Financial Securities
Maryland
$383K +$16.3K +586 +5%
BWP
88
Balboa Wealth Partners
Arizona
$371K +$83K +2,977 +29%
FSBI
89
Fearless Solutions (Best Invest)
Texas
$367K +$360K +12,926 New
KPWS
90
Kestra Private Wealth Services
Texas
$326K +$320K +11,478 New
BC
91
Barrett & Company
Rhode Island
$309K +$145K +5,201 +92%
NFG
92
Nations Financial Group
Iowa
$263K +$259K +9,280 New
WWM
93
Western Wealth Management
Colorado
$257K +$253K +9,062 New
Citadel Advisors
94
Citadel Advisors
Florida
$228K -$25.7K -923 -10%
JWM
95
JGP Wealth Management
Oregon
$221K – – –
Jane Street
96
Jane Street
New York
$215K +$211K +7,561 New
AG
97
Ascent Group
Virginia
$212K +$208K +7,467 New
EH
98
Equitable Holdings
New York
$210K +$207K +7,412 New
WS
99
Wedbush Securities
California
$207K +$203K +7,277 New
AFP
100
Ausdal Financial Partners
Iowa
$203K +$199K +7,137 New
2 3
4
5 6

CGMM Hedge Fund Activity: Q3 2025 in Review

123 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group U.S. Small and Mid Cap ETF (CGMM) for Q3 2025, worth a combined $645M — up 148% from $260M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMM positions and 2 closed out — a net gain of 43 holders — while 66 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $93.6M. The largest seller was Beta Wealth Group, cutting an estimated $5.77M.

  • 123 institutional investors held Capital Group U.S. Small and Mid Cap ETF (CGMM) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $645M of Capital Group U.S. Small and Mid Cap ETF stock for Q3 2025, up 148% quarter-over-quarter.
  • 45 funds opened new Capital Group U.S. Small and Mid Cap ETF positions in Q3 2025 and 2 closed out, a net change of +43 holders.
  • The largest Capital Group U.S. Small and Mid Cap ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $93.6M added.
  • The largest Capital Group U.S. Small and Mid Cap ETF seller in Q3 2025 was Beta Wealth Group, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2025.