Capital International Investors Lowers Stock Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Capital International Investors lowered its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 71.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 21,632 shares of the company’s stock after selling 54,483 shares during the quarter. Capital International Investors’ holdings in Capital Group U.S. Small and Mid Cap ETF were worth $624,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in CGMM. Pines Wealth Management LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 1.5% during the fourth quarter. Pines Wealth Management LLC now owns 34,321 shares of the company’s stock valued at $990,000 after acquiring an additional 499 shares in the last quarter. Sovran Advisors LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2.3% during the fourth quarter. Sovran Advisors LLC now owns 23,842 shares of the company’s stock valued at $736,000 after acquiring an additional 528 shares in the last quarter. CWM LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 37.3% during the fourth quarter. CWM LLC now owns 1,990 shares of the company’s stock valued at $57,000 after acquiring an additional 541 shares in the last quarter. Farther Finance Advisors LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 21.3% during the fourth quarter. Farther Finance Advisors LLC now owns 3,131 shares of the company’s stock valued at $90,000 after acquiring an additional 549 shares in the last quarter. Finally, Trinity Wealth Management LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 4.2% during the fourth quarter. Trinity Wealth Management LLC now owns 23,560 shares of the company’s stock valued at $679,000 after acquiring an additional 949 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Price Performance

Shares of NYSEARCA:CGMM opened at $31.55 on Wednesday. Capital Group U.S. Small and Mid Cap ETF has a 1-year low of $25.71 and a 1-year high of $32.38. The business has a fifty day moving average price of $31.15 and a 200-day moving average price of $30.32. The company has a market capitalization of $2.36 billion, a PE ratio of 21.71 and a beta of 0.86.

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.