Capital Group U.S. Small and Mid Cap ETF
CGMM
176 hedge funds and large institutions have $1.02B invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 95 increasing their positions, 11 reducing their positions, and 7 closing their positions.
771% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 7
764% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 11
59% more capital invested
Capital invested by funds: $645M → $1.02B (+$378M)
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
43% more funds holding
Funds holding: 123 → 176 (+53)
2.63% less ownership
Funds ownership: 94.2% → 91.57% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$35.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$27.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$24.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.55M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.26M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$690K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$618K |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
-$386K |
CGMM Hedge Fund Activity: Q4 2025 in Review
176 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Capital Group U.S. Small and Mid Cap ETF (CGMM) for Q4 2025, worth a combined $1.02B — up 59% from $645M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new CGMM positions and 7 closed out — a net gain of 54 holders — while 95 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $59.6M. The largest seller was Capital International Investors, cutting an estimated $1.55M.
- 176 institutional investors held Capital Group U.S. Small and Mid Cap ETF (CGMM) as of Q4 2025, up from 123 in Q3 2025.
- Funds reported $1.02B of Capital Group U.S. Small and Mid Cap ETF stock for Q4 2025, up 59% quarter-over-quarter.
- 61 funds opened new Capital Group U.S. Small and Mid Cap ETF positions in Q4 2025 and 7 closed out, a net change of +54 holders.
- The largest Capital Group U.S. Small and Mid Cap ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $59.6M added.
- The largest Capital Group U.S. Small and Mid Cap ETF seller in Q4 2025 was Capital International Investors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2025.