Rockefeller Capital Management L.P. Purchases New Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM

Rockefeller Capital Management L.P. acquired a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 64,725 shares of the company’s stock, valued at approximately $1,867,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of CGMM. Wedbush Securities Inc. grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 5.0% during the fourth quarter. Wedbush Securities Inc. now owns 7,640 shares of the company’s stock worth $220,000 after purchasing an additional 363 shares during the last quarter. Pines Wealth Management LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 1.5% in the fourth quarter. Pines Wealth Management LLC now owns 34,321 shares of the company’s stock valued at $990,000 after buying an additional 499 shares during the last quarter. Sovran Advisors LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2.3% in the fourth quarter. Sovran Advisors LLC now owns 23,842 shares of the company’s stock valued at $736,000 after buying an additional 528 shares during the last quarter. CWM LLC lifted its position in Capital Group U.S. Small and Mid Cap ETF by 37.3% during the 4th quarter. CWM LLC now owns 1,990 shares of the company’s stock worth $57,000 after buying an additional 541 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its position in Capital Group U.S. Small and Mid Cap ETF by 21.3% during the 4th quarter. Farther Finance Advisors LLC now owns 3,131 shares of the company’s stock worth $90,000 after buying an additional 549 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Up 0.9%

Shares of NYSEARCA:CGMM opened at $32.97 on Wednesday. The firm has a market cap of $2.47 billion, a P/E ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $26.68 and a 12 month high of $32.99. The company’s 50-day moving average price is $31.71 and its two-hundred day moving average price is $30.73.

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.