Oppenheimer & Co. Inc. lifted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 58.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 132,291 shares of the company’s stock after buying an additional 48,901 shares during the period. Oppenheimer & Co. Inc.’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $4,096,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Park Avenue Securities LLC lifted its holdings in Capital Group U.S. Small and Mid Cap ETF by 2.2% in the third quarter. Park Avenue Securities LLC now owns 88,494 shares of the company’s stock worth $2,740,000 after acquiring an additional 1,905 shares during the last quarter. Apollon Wealth Management LLC grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 10.0% during the third quarter. Apollon Wealth Management LLC now owns 53,105 shares of the company’s stock valued at $1,644,000 after purchasing an additional 4,822 shares during the last quarter. Kingswood Wealth Advisors LLC grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 37.0% during the third quarter. Kingswood Wealth Advisors LLC now owns 54,927 shares of the company’s stock valued at $1,701,000 after purchasing an additional 14,829 shares during the last quarter. Sigma Planning Corp bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at approximately $2,523,000. Finally, Trademark Financial Management LLC raised its position in shares of Capital Group U.S. Small and Mid Cap ETF by 11.8% during the 3rd quarter. Trademark Financial Management LLC now owns 45,174 shares of the company’s stock worth $1,399,000 after purchasing an additional 4,776 shares during the period.
Capital Group U.S. Small and Mid Cap ETF Trading Up 0.9%
Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $31.84 on Friday. The stock has a market capitalization of $3.62 billion, a price-to-earnings ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a twelve month low of $26.80 and a twelve month high of $33.84. The business’s 50 day simple moving average is $31.81 and its 200-day simple moving average is $31.45.
About Capital Group U.S. Small and Mid Cap ETF
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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