Latitude Advisors LLC increased its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 51.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,942 shares of the company’s stock after purchasing an additional 21,485 shares during the quarter. Latitude Advisors LLC owned approximately 0.06% of Capital Group U.S. Small and Mid Cap ETF worth $1,949,000 as of its most recent SEC filing.
A number of other institutional investors also recently added to or reduced their stakes in CGMM. Envestnet Asset Management Inc. grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 14.9% in the second quarter. Envestnet Asset Management Inc. now owns 10,481,145 shares of the company’s stock worth $345,563,000 after purchasing an additional 1,361,364 shares during the last quarter. Cetera Investment Advisers raised its stake in Capital Group U.S. Small and Mid Cap ETF by 30.0% in the first quarter. Cetera Investment Advisers now owns 1,520,291 shares of the company’s stock valued at $44,636,000 after buying an additional 350,828 shares during the last quarter. Sei Investments Co. increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 30.2% during the first quarter. Sei Investments Co. now owns 977,455 shares of the company’s stock valued at $28,698,000 after acquiring an additional 226,974 shares in the last quarter. Kestra Advisory Services LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 1.6% during the first quarter. Kestra Advisory Services LLC now owns 913,227 shares of the company’s stock valued at $26,812,000 after acquiring an additional 14,815 shares in the last quarter. Finally, Assetmark Inc. increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 18.5% during the first quarter. Assetmark Inc. now owns 890,379 shares of the company’s stock valued at $26,142,000 after acquiring an additional 139,216 shares in the last quarter.
Capital Group U.S. Small and Mid Cap ETF Stock Up 0.5%
Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $31.45 on Wednesday. The firm has a market capitalization of $3.57 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 52 week low of $26.80 and a 52 week high of $33.84. The company has a 50 day moving average price of $31.87 and a 200 day moving average price of $31.44.
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.
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