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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$93.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$46M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$35.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$18.2M |
| 5 |
AssetMark Inc
Concord,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
-$5.77M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$2.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$585K |
| 4 |
WWP
Wise Wealth Partners
Phoenix,
Arizona
|
-$224K |
| 5 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$215K |
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.