Barrett & Company Inc. Buys 32,930 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

Barrett & Company Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 32,930 shares of the company’s stock, valued at approximately $1,020,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CGMM. Diversify Advisory Services LLC raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 2.4% in the 3rd quarter. Diversify Advisory Services LLC now owns 27,953 shares of the company’s stock valued at $876,000 after purchasing an additional 645 shares during the period. Capital Management Associates Inc acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the third quarter worth $326,000. Richards Merrill & Peterson Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 62.3% in the third quarter. Richards Merrill & Peterson Inc. now owns 40,210 shares of the company’s stock valued at $1,245,000 after acquiring an additional 15,440 shares during the last quarter. LongView Wealth Management increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 8.6% in the third quarter. LongView Wealth Management now owns 49,686 shares of the company’s stock valued at $1,538,000 after acquiring an additional 3,921 shares during the last quarter. Finally, Smith Thornton Advisors LLC boosted its position in Capital Group U.S. Small and Mid Cap ETF by 2.6% during the third quarter. Smith Thornton Advisors LLC now owns 148,752 shares of the company’s stock valued at $4,605,000 after purchasing an additional 3,726 shares during the last quarter.

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

Shares of NYSEARCA CGMM opened at $31.02 on Friday. The stock has a 50 day moving average of $31.94 and a 200-day moving average of $31.91. The company has a market capitalization of $3.50 billion, a P/E ratio of 21.71 and a beta of 0.86. 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.

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

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.