World Investment Advisors Acquires 18,098 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

World Investment Advisors lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 167.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 28,910 shares of the company’s stock after purchasing an additional 18,098 shares during the quarter. World Investment Advisors’ holdings in Capital Group U.S. Small and Mid Cap ETF were worth $821,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in CGMM. Private Trust Co. NA bought a new position in Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at $28,000. Founders Financial Securities LLC raised its position in shares of Capital Group U.S. Small and Mid Cap ETF by 4.5% in the third quarter. Founders Financial Securities LLC now owns 13,475 shares of the company’s stock worth $383,000 after buying an additional 586 shares in the last quarter. Farther Finance Advisors LLC bought a new stake in Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at $73,000. Security Financial Services INC. boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 97.6% during the third quarter. Security Financial Services INC. now owns 24,512 shares of the company’s stock valued at $696,000 after buying an additional 12,107 shares during the period. Finally, LongView Wealth Management grew its position in Capital Group U.S. Small and Mid Cap ETF by 114.7% during the third quarter. LongView Wealth Management now owns 36,193 shares of the company’s stock worth $1,028,000 after buying an additional 19,332 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Trading Down 0.2%

Shares of NYSEARCA CGMM opened at $29.47 on Monday. The business has a 50-day moving average of $28.49 and a 200-day moving average of $27.98. The firm has a market capitalization of $884.10 million, a price-to-earnings ratio of 21.71 and a beta of 1.27. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $20.57 and a 12 month high of $29.76.

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.