Rockefeller Capital Management L.P. Takes Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Rockefeller Capital Management L.P. bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 64,725 shares of the company’s stock, valued at approximately $1,867,000. Rockefeller Capital Management L.P. owned 0.14% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of CGMM. Wells Fargo & Company MN raised its stake in Capital Group U.S. Small and Mid Cap ETF by 349.4% during the fourth quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock worth $45,806,000 after acquiring an additional 1,234,872 shares in the last quarter. LPL Financial LLC grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 48.7% in the 4th quarter. LPL Financial LLC now owns 2,955,064 shares of the company’s stock worth $85,224,000 after purchasing an additional 967,841 shares during the last quarter. Captrust Financial Advisors grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2,813.8% in the 2nd quarter. Captrust Financial Advisors now owns 923,440 shares of the company’s stock worth $24,822,000 after purchasing an additional 891,748 shares during the last quarter. Kestra Advisory Services LLC increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 2,797.0% during the 4th quarter. Kestra Advisory Services LLC now owns 898,412 shares of the company’s stock worth $25,910,000 after purchasing an additional 867,400 shares in the last quarter. Finally, Osaic Holdings Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 90.7% during the 4th quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock worth $44,271,000 after purchasing an additional 730,173 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Up 0.9%

Shares of CGMM stock opened at $32.97 on Wednesday. The company has a market capitalization of $2.47 billion, a P/E ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $26.68 and a 12-month high of $32.99. The firm has a 50-day moving average price of $31.71 and a 200 day moving average price of $30.73.

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