Capital Group U.S. Small and Mid Cap ETF
CGMM
124 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, 67 increasing their positions, 7 reducing their positions, and 2 closing their positions.
3,761% more capital inflows, than outflows
Capital inflows: $375M | Capital outflows: $9.7M
2,150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 2
857% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 7
49% more funds holding
Funds holding: 83 → 124 (+41)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14.17% more ownership
Funds ownership: 10.49% → 24.66% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$93.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$46M |
| 3 |
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 |
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 |
Wise Wealth Partners
Phoenix,
Arizona
|
-$224K |
| 5 |
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$215K |
CGMM Hedge Fund Activity: Q3 2025 in Review
124 of the 7,655 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 67 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.
- 124 institutional investors held Capital Group U.S. Small and Mid Cap ETF (CGMM) as of Q3 2025, up from 83 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.