Private Advisor Group LLC lifted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 74.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 90,217 shares of the company’s stock after acquiring an additional 38,440 shares during the quarter. Private Advisor Group LLC owned 0.12% of Capital Group U.S. Small and Mid Cap ETF worth $2,649,000 as of its most recent filing with the SEC.
Several other institutional investors have also modified their holdings of the business. LPL Financial LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 48.7% in the fourth quarter. LPL Financial LLC now owns 2,955,064 shares of the company’s stock valued at $85,224,000 after purchasing an additional 967,841 shares during the last quarter. Wells Fargo & Company MN raised its position in shares of Capital Group U.S. Small and Mid Cap ETF by 349.4% in the 4th quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock valued at $45,806,000 after purchasing an additional 1,234,872 shares in the last quarter. Osaic Holdings Inc. raised its position in shares of Capital Group U.S. Small and Mid Cap ETF by 90.7% in the 4th quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock valued at $44,271,000 after purchasing an additional 730,173 shares in the last quarter. Merit Financial Group LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3.4% during the 4th quarter. Merit Financial Group LLC now owns 1,360,431 shares of the company’s stock valued at $39,235,000 after buying an additional 44,397 shares during the last quarter. Finally, Cetera Investment Advisers boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 25.1% during the 4th quarter. Cetera Investment Advisers now owns 1,169,463 shares of the company’s stock valued at $33,727,000 after buying an additional 234,742 shares during the last quarter.
Capital Group U.S. Small and Mid Cap ETF Trading Up 1.3%
Shares of NYSEARCA:CGMM opened at $32.55 on Friday. The company has a fifty day simple moving average of $31.86 and a 200 day simple moving average of $30.89. The firm has a market cap of $3.06 billion, a PE ratio of 21.71 and a beta of 0.81. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $26.68 and a 12-month high of $33.25.
About Capital Group U.S. Small and Mid Cap ETF
The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.
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