Capital Group U.S. Small and Mid Cap ETF
CGMM
226 hedge funds and large institutions have $2.72B invested in Capital Group U.S. Small and Mid Cap ETF in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 27 reducing their positions, and 12 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 27
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
58% more capital invested
Capital invested by funds: $1.72B → $2.72B (+$999M)
13% more funds holding
Funds holding: 200 → 226 (+26)
1.14% more ownership
Funds ownership: 88.53% → 89.67% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$260M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$53M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.9M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$38.6M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$10.5M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$4.79M |
| 3 |
NWMG
National Wealth Management Group
Cincinnati,
Ohio
|
-$2.21M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.94M |
| 5 |
MW
Merited Wealth
North Bay Village,
Florida
|
-$1.11M |
CGMM Hedge Fund Activity: Q2 2026 in Review
226 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Capital Group U.S. Small and Mid Cap ETF (CGMM) for Q2 2026, worth a combined $2.72B — up 58% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CGMM positions and 12 closed out — a net gain of 30 holders — while 144 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $260M. The largest seller was Kestra Investment Management, cutting an estimated $10.5M.
- 226 institutional investors held Capital Group U.S. Small and Mid Cap ETF (CGMM) as of Q2 2026, up from 200 in Q1 2026.
- Funds reported $2.72B of Capital Group U.S. Small and Mid Cap ETF stock for Q2 2026, up 58% quarter-over-quarter.
- 42 funds opened new Capital Group U.S. Small and Mid Cap ETF positions in Q2 2026 and 12 closed out, a net change of +30 holders.
- The largest Capital Group U.S. Small and Mid Cap ETF buyer in Q2 2026 was LPL Financial, an estimated $260M added.
- The largest Capital Group U.S. Small and Mid Cap ETF seller in Q2 2026 was Kestra Investment Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2026.