Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Acquired by Osaic Holdings Inc.

Osaic Holdings Inc. lifted its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 1,090.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 414,909 shares of the company’s stock after buying an additional 380,069 shares during the quarter. Osaic Holdings Inc. owned approximately 2.71% of Capital Group U.S. Small and Mid Cap ETF worth $11,153,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of CGMM. Smith Thornton Advisors LLC increased its position in Capital Group U.S. Small and Mid Cap ETF by 0.5% during the second quarter. Smith Thornton Advisors LLC now owns 113,644 shares of the company’s stock worth $3,055,000 after buying an additional 529 shares in the last quarter. Barrett & Company Inc. boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 10.7% in the 2nd quarter. Barrett & Company Inc. now owns 5,675 shares of the company’s stock worth $153,000 after buying an additional 550 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the second quarter worth approximately $30,000. Truist Financial Corp boosted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 6.2% in the 2nd quarter. Truist Financial Corp now owns 21,242 shares of the company’s stock valued at $571,000 after purchasing an additional 1,238 shares during the last quarter. Finally, World Investment Advisors grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 18.2% during the 2nd quarter. World Investment Advisors now owns 10,812 shares of the company’s stock valued at $291,000 after buying an additional 1,662 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Stock Up 1.0%

CGMM stock opened at $29.28 on Friday. The company has a market cap of $878.40 million, a price-to-earnings ratio of 21.71 and a beta of 1.27. The business has a fifty day simple moving average of $28.36 and a 200-day simple moving average of $27.83. Capital Group U.S. Small and Mid Cap ETF has a 52 week low of $20.57 and a 52 week high of $29.76.

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.