Kestra Investment Management LLC bought a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 565,125 shares of the company’s stock, valued at approximately $16,298,000. Kestra Investment Management LLC owned approximately 1.21% of Capital Group U.S. Small and Mid Cap ETF as of its most recent SEC filing.
Several other large investors also recently added to or reduced their stakes in the stock. Cary Street Partners Financial LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 3.4% in the 4th quarter. Cary Street Partners Financial LLC now owns 196,584 shares of the company’s stock valued at $5,669,000 after buying an additional 6,456 shares in the last quarter. Harbour Investments Inc. grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 54.5% in the 4th quarter. Harbour Investments Inc. now owns 58,572 shares of the company’s stock valued at $1,689,000 after buying an additional 20,671 shares in the last quarter. Frazier Financial Advisors LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 4th quarter valued at $714,000. Prospera Financial Services Inc acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 4th quarter valued at $316,000. Finally, Cullen Frost Bankers Inc. lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 30.4% in the 4th quarter. Cullen Frost Bankers Inc. now owns 98,043 shares of the company’s stock valued at $2,828,000 after purchasing an additional 22,863 shares during the last quarter.
Capital Group U.S. Small and Mid Cap ETF Stock Performance
Shares of NYSEARCA:CGMM opened at $31.57 on Tuesday. The business has a 50-day moving average price of $30.63 and a 200 day moving average price of $30.02. The company has a market capitalization of $2.36 billion, a price-to-earnings ratio of 21.71 and a beta of 0.92. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $25.00 and a 12-month high of $32.38.
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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