Compton Financial Group LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 2,528.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 195,976 shares of the company’s stock after acquiring an additional 188,520 shares during the period. Capital Group U.S. Small and Mid Cap ETF comprises about 1.3% of Compton Financial Group LLC’s investment portfolio, making the stock its 18th biggest holding. Compton Financial Group LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $5,754,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. LPL Financial LLC boosted its position in Capital Group U.S. Small and Mid Cap ETF by 48.7% during the 4th quarter. LPL Financial LLC now owns 2,955,064 shares of the company’s stock valued at $85,224,000 after purchasing an additional 967,841 shares during the period. Wells Fargo & Company MN increased its position in Capital Group U.S. Small and Mid Cap ETF by 349.4% in the fourth quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock worth $45,806,000 after buying an additional 1,234,872 shares during the period. Osaic Holdings Inc. lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 90.7% in the fourth quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock valued at $44,271,000 after buying an additional 730,173 shares during the last quarter. Merit Financial Group LLC lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 3.4% in the fourth quarter. Merit Financial Group LLC now owns 1,360,431 shares of the company’s stock valued at $39,235,000 after buying an additional 44,397 shares during the last quarter. Finally, Cetera Investment Advisers boosted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 25.1% during the fourth quarter. Cetera Investment Advisers now owns 1,169,463 shares of the company’s stock valued at $33,727,000 after acquiring an additional 234,742 shares during the period.
Capital Group U.S. Small and Mid Cap ETF Stock Performance
Capital Group U.S. Small and Mid Cap ETF stock opened at $32.72 on Monday. The company has a 50-day simple moving average of $31.77 and a 200-day simple moving average of $30.80. The firm has a market capitalization of $3.06 billion, a P/E ratio of 21.71 and a beta of 0.81. Capital Group U.S. Small and Mid Cap ETF has a one year low of $26.68 and a one year high of $33.25.
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.
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