Hopwood Nicholas Hunter Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM

Hopwood Nicholas Hunter purchased a new stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 74,531 shares of the company’s stock, valued at approximately $2,457,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. LPL Financial LLC raised its holdings in Capital Group U.S. Small and Mid Cap ETF by 48.7% in the 4th quarter. LPL Financial LLC now owns 2,955,064 shares of the company’s stock worth $85,224,000 after acquiring an additional 967,841 shares during the last quarter. Wells Fargo & Company MN increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 349.4% in the 4th quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock worth $45,806,000 after purchasing an additional 1,234,872 shares in the last quarter. Osaic Holdings Inc. increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 90.7% in the 4th quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock worth $44,271,000 after purchasing an additional 730,173 shares in the last quarter. Cetera Investment Advisers raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 30.0% in the first quarter. Cetera Investment Advisers now owns 1,520,291 shares of the company’s stock worth $44,636,000 after purchasing an additional 350,828 shares during the last quarter. Finally, Captrust Financial Advisors lifted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 3.8% during the fourth quarter. Captrust Financial Advisors now owns 1,035,503 shares of the company’s stock valued at $29,864,000 after purchasing an additional 38,007 shares in the last quarter.

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

Capital Group U.S. Small and Mid Cap ETF stock opened at $32.70 on Friday. Capital Group U.S. Small and Mid Cap ETF has a one year low of $26.80 and a one year high of $33.84. The business’s fifty day moving average is $32.65 and its 200 day moving average is $31.58. The stock has a market capitalization of $3.22 billion, a PE ratio of 21.71 and a beta of 0.83.

Capital Group U.S. Small and Mid Cap ETF Announces Dividend

The business also recently announced a semiannual dividend, which was paid on Wednesday, July 1st. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.0401 per share. The ex-dividend date was Tuesday, June 30th. This represents a yield of 24.0%.

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.