Rothschild Investment LLC Acquires New Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM

Rothschild Investment LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMMFree Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 27,690 shares of the company’s stock, valued at approximately $744,000. Rothschild Investment LLC owned 0.20% 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 added to or reduced their stakes in the business. IFP Advisors Inc acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 1st quarter valued at $30,000. Barrett & Company Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 10.7% during the 2nd quarter. Barrett & Company Inc. now owns 5,675 shares of the company’s stock worth $153,000 after purchasing an additional 550 shares during the last quarter. Harbour Investments Inc. acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 1st quarter worth about $206,000. JGP Wealth Management LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter valued at about $209,000. Finally, Souders Financial Advisors acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the second quarter valued at about $261,000.

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

Shares of CGMM stock opened at $27.11 on Tuesday. Capital Group U.S. Small and Mid Cap ETF has a 1-year low of $20.57 and a 1-year high of $28.86. The firm has a market cap of $813.30 million, a PE ratio of 21.71 and a beta of 1.27. The company has a 50-day moving average of $28.28 and a two-hundred day moving average of $27.32.

Capital Group U.S. Small and Mid Cap ETF Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM)

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