Wealth Science Advisors LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 93,269 shares of the company’s stock, valued at approximately $2,690,000. Capital Group U.S. Small and Mid Cap ETF comprises approximately 1.6% of Wealth Science Advisors LLC’s holdings, making the stock its 13th largest position. Wealth Science Advisors LLC owned 0.21% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Barrett & Company Inc. raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 27.6% in the fourth quarter. Barrett & Company Inc. now owns 13,878 shares of the company’s stock worth $400,000 after buying an additional 3,002 shares during the last quarter. A&I Financial Services LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 5.3% in the fourth quarter. A&I Financial Services LLC now owns 66,381 shares of the company’s stock worth $1,914,000 after buying an additional 3,332 shares during the last quarter. Kingswood Wealth Advisors LLC purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the fourth quarter worth $1,050,000. Trademark Financial Management LLC purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the fourth quarter worth $531,000. Finally, Michael Brady & Co. LLC purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the fourth quarter worth $870,000.
Capital Group U.S. Small and Mid Cap ETF Price Performance
Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $31.61 on Friday. The firm has a fifty day moving average price of $30.44 and a 200 day moving average price of $29.57. Capital Group U.S. Small and Mid Cap ETF has a 1 year low of $22.86 and a 1 year high of $32.38. The stock has a market cap of $2.29 billion, a PE ratio of 21.71 and a beta of 1.06.
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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