NewEdge Advisors LLC Has $27.17 Million Holdings in Capital Group U.S. Small and Mid Cap ETF $CGMM

Posted by Michael Walen on Sep 10th, 2026

NewEdge Advisors LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 10.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 824,209 shares of the company’s stock after purchasing an additional 80,691 shares during the quarter. NewEdge Advisors LLC owned approximately 0.84% of Capital Group U.S. Small and Mid Cap ETF worth $27,174,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Comerica Bank bought a new stake in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth about $29,000. Raymond James Financial Inc. bought a new stake in Capital Group U.S. Small and Mid Cap ETF during the second quarter worth about $30,000. CIBC Private Wealth Group LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at approximately $38,000. Capital Analysts LLC boosted its position in Capital Group U.S. Small and Mid Cap ETF by 1,083.5% during the fourth quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock valued at $39,000 after purchasing an additional 1,246 shares during the last quarter. Finally, Harbor Investment Advisory LLC grew its stake in Capital Group U.S. Small and Mid Cap ETF by 20.0% in the first quarter. Harbor Investment Advisory LLC now owns 2,886 shares of the company’s stock valued at $85,000 after purchasing an additional 480 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Down 1.4%

Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $32.05 on Thursday. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $26.80 and a 12-month high of $33.84. The stock has a market cap of $3.15 billion, a P/E ratio of 21.71 and a beta of 0.83. The business’s 50 day moving average is $32.62 and its 200-day moving average is $31.61.

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

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

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