Envestnet Portfolio Solutions Inc. grew its holdings in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 19.9% in the 4th quarter, HoldingsChannel reports. The firm owned 106,929 shares of the company’s stock after buying an additional 17,771 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $3,084,000 as of its most recent SEC filing.
Other large investors have also modified their holdings of the company. Comerica Bank bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $29,000. Raymond James Financial Inc. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter valued at about $30,000. Westside Investment Management Inc. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $33,000. EverSource Wealth Advisors LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $36,000. Finally, CIBC Private Wealth Group LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $38,000.
Capital Group U.S. Small and Mid Cap ETF Stock Performance
NYSEARCA:CGMM opened at $31.45 on Friday. Capital Group U.S. Small and Mid Cap ETF has a one year low of $25.00 and a one year high of $32.38. The firm has a market cap of $2.35 billion, a P/E ratio of 21.71 and a beta of 0.92. The firm has a 50-day simple moving average of $30.55 and a 200-day simple moving average of $29.97.
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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