Capital Group U.S. Small and Mid Cap ETF
CGMM
83 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 41 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.
1,950% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 2
750% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 4
719% more capital inflows, than outflows
Capital inflows: $172M | Capital outflows: $21M
89% more funds holding
Funds holding: 44 → 83 (+39)
6.65% more ownership
Funds ownership: 3.83% → 10.49% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.5M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$22M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$12.5M |
| 4 |
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 |
GWN Securities
Palm Beach Gardens,
Florida
|
-$295K |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$125K |
| 4 |
Beta Wealth Group
San Diego,
California
|
-$72.7K |
| 5 |
AIFS
A&I Financial Services
Lone Tree,
Colorado
|
-$56.3K |
CGMM Hedge Fund Activity: Q2 2025 in Review
83 of the 7,627 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: 41 funds opened new CGMM positions and 2 closed out — a net gain of 39 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.
- 83 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.
- 41 funds opened new Capital Group U.S. Small and Mid Cap ETF positions in Q2 2025 and 2 closed out, a net change of +39 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.