Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Newly Bought by Barrett & Company Inc.

Barrett & Company Inc. purchased a new position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 32,930 shares of the company’s stock, valued at approximately $1,020,000.

A number of other institutional investors and hedge funds have also bought and sold shares of CGMM. Harbor Investment Advisory LLC lifted its holdings 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 acquiring an additional 480 shares during the period. Continuum Advisory LLC bought a new stake in Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter valued at approximately $123,000. James T. Borello RIA bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter worth $134,000. Root Financial Partners LLC purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the first quarter valued at about $145,000. Finally, IFP Advisors Inc increased its stake in Capital Group U.S. Small and Mid Cap ETF by 100.3% in the 2nd quarter. IFP Advisors Inc now owns 5,377 shares of the company’s stock worth $177,000 after acquiring an additional 2,693 shares during the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Down 0.8%

Capital Group U.S. Small and Mid Cap ETF stock opened at $31.02 on Friday. The company’s 50-day moving average price is $31.94 and its 200-day moving average price is $31.91. Capital Group U.S. Small and Mid Cap ETF has a twelve month low of $26.80 and a twelve month high of $33.84. The company has a market cap of $3.50 billion, a PE ratio of 21.71 and a beta of 0.86.

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.