World Investment Advisors Raises Holdings in Capital Group U.S. Small and Mid Cap ETF $CGMM

World Investment Advisors lifted its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 76.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,882 shares of the company’s stock after buying an additional 21,972 shares during the quarter. World Investment Advisors owned approximately 0.11% of Capital Group U.S. Small and Mid Cap ETF worth $1,467,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Advisortrust Partners LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the fourth quarter valued at about $216,000. NWF Advisory Services Inc. grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 22.6% during the 4th quarter. NWF Advisory Services Inc. now owns 67,756 shares of the company’s stock worth $1,954,000 after acquiring an additional 12,474 shares in the last quarter. NewEdge Advisors LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 20.1% during the 4th quarter. NewEdge Advisors LLC now owns 675,728 shares of the company’s stock worth $19,488,000 after acquiring an additional 113,071 shares in the last quarter. BNB Wealth Management LLC bought a new position in Capital Group U.S. Small and Mid Cap ETF during the 4th quarter worth about $3,435,000. Finally, Cetera Investment Advisers increased its position in 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 purchasing an additional 234,742 shares during the period.

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

NYSEARCA:CGMM opened at $32.28 on Friday. Capital Group U.S. Small and Mid Cap ETF has a one year low of $25.71 and a one year high of $32.58. The firm has a market cap of $2.41 billion, a P/E ratio of 21.71 and a beta of 0.86. The firm has a 50-day simple moving average of $31.53 and a 200-day simple moving average of $30.53.

Capital Group U.S. Small and Mid Cap ETF Company Profile

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.