CMC Financial Group Takes Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

CMC Financial Group purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 119,727 shares of the company’s stock, valued at approximately $3,453,000. Capital Group U.S. Small and Mid Cap ETF comprises 6.2% of CMC Financial Group’s investment portfolio, making the stock its 8th biggest holding. CMC Financial Group owned about 0.28% of Capital Group U.S. Small and Mid Cap ETF as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in CGMM. Valmark Advisers Inc. lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 132.7% in the fourth quarter. Valmark Advisers Inc. now owns 141,726 shares of the company’s stock valued at $4,087,000 after buying an additional 80,822 shares during the period. Farther Finance Advisors LLC lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 21.3% in the fourth quarter. Farther Finance Advisors LLC now owns 3,131 shares of the company’s stock valued at $90,000 after buying an additional 549 shares during the period. Assetmark Inc. lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 40.5% in the fourth quarter. Assetmark Inc. now owns 751,163 shares of the company’s stock valued at $21,664,000 after buying an additional 216,525 shares during the period. HBW Advisory Services LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the fourth quarter valued at about $373,000. Finally, Diversify Advisory Services LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the fourth quarter valued at about $425,000.

Capital Group U.S. Small and Mid Cap ETF Stock Performance

NYSEARCA CGMM opened at $31.27 on Thursday. The firm has a 50-day simple moving average of $30.34 and a 200 day simple moving average of $29.44. Capital Group U.S. Small and Mid Cap ETF has a twelve month low of $21.68 and a twelve month high of $31.65. The stock has a market cap of $2.17 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.