Barrett & Company Inc. lifted its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 10.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 5,675 shares of the company’s stock after purchasing an additional 550 shares during the quarter. Barrett & Company Inc.’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $153,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently modified their holdings of the company. Truist Financial Corp raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 6.2% in the second quarter. Truist Financial Corp now owns 21,242 shares of the company’s stock worth $571,000 after purchasing an additional 1,238 shares during the last quarter. IFP Advisors Inc purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the first quarter worth about $30,000. Pines Wealth Management LLC raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 6.4% in the second quarter. Pines Wealth Management LLC now owns 34,618 shares of the company’s stock worth $951,000 after purchasing an additional 2,095 shares during the last quarter. Harbour Investments Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the first quarter valued at approximately $206,000. Finally, World Investment Advisors acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the first quarter valued at approximately $219,000.
Capital Group U.S. Small and Mid Cap ETF Trading Up 0.1%
Shares of NYSEARCA:CGMM opened at $28.47 on Friday. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $20.57 and a 12-month high of $28.80. The company has a market capitalization of $725.99 million and a PE ratio of 21.71. The business has a 50 day moving average of $28.06 and a two-hundred day moving average of $26.14.
Capital Group U.S. Small and Mid Cap ETF 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.
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Want to see what other hedge funds are holding CGMM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report).
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