Stephens Inc. AR Decreases Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Stephens Inc. AR cut its holdings in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 8.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 396,342 shares of the company’s stock after selling 37,367 shares during the period. Stephens Inc. AR owned approximately 0.54% of Capital Group U.S. Small and Mid Cap ETF worth $11,637,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Comerica Bank bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at about $29,000. Raymond James Financial Inc. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter valued at about $30,000. CIBC Private Wealth Group LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $38,000. Capital Analysts LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 1,083.5% during the 4th quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock valued at $39,000 after acquiring an additional 1,246 shares during the period. Finally, CWM LLC grew 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 acquiring an additional 541 shares during the last quarter.

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

Capital Group U.S. Small and Mid Cap ETF stock traded down $0.44 during trading hours on Tuesday, reaching $32.41. The company had a trading volume of 191,413 shares, compared to its average volume of 1,102,431. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $26.68 and a 12-month high of $33.25. The company has a 50-day moving average price of $31.79 and a 200 day moving average price of $30.82. The firm has a market cap of $3.03 billion, a price-to-earnings ratio of 21.71 and a beta of 0.81.

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.