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

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

A number of other large investors have also recently made changes to their positions in CGMM. Merit Financial Group LLC grew 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 acquiring an additional 44,397 shares during the period. Captrust Financial Advisors grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 8.0% during the 3rd quarter. Captrust Financial Advisors now owns 997,496 shares of the company’s stock valued at $28,319,000 after acquiring an additional 74,056 shares during the period. Assetmark Inc. grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 40.5% during the 4th quarter. Assetmark Inc. now owns 751,163 shares of the company’s stock valued at $21,664,000 after acquiring an additional 216,525 shares during the period. Ergawealth Advisors Inc. lifted its holdings in Capital Group U.S. Small and Mid Cap ETF by 125.1% during the fourth quarter. Ergawealth Advisors Inc. now owns 749,108 shares of the company’s stock valued at $21,604,000 after purchasing an additional 416,344 shares in the last quarter. Finally, Kestra Investment Management LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the fourth quarter valued at approximately $16,298,000.

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 company has a market capitalization of $2.36 billion, a P/E ratio of 21.71 and a beta of 0.86. The firm’s 50 day simple moving average is $31.15 and its two-hundred day simple moving average is $30.32.

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.