Smartleaf Asset Management LLC Takes $3.59 Million Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Smartleaf Asset Management LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 126,411 shares of the company’s stock, valued at approximately $3,593,000. Smartleaf Asset Management LLC owned 0.42% of Capital Group U.S. Small and Mid Cap ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of the company. Private Trust Co. NA purchased a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter worth $28,000. Raymond James Financial Inc. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the second quarter valued at about $30,000. Westside Investment Management Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the third quarter worth about $33,000. CWM LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 384.6% during the 3rd quarter. CWM LLC now owns 1,449 shares of the company’s stock worth $41,000 after acquiring an additional 1,150 shares in the last quarter. Finally, Farther Finance Advisors LLC bought a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth about $73,000.

Capital Group U.S. Small and Mid Cap ETF Stock Performance

NYSEARCA:CGMM opened at $31.09 on Friday. The firm has a 50-day simple moving average of $29.77 and a 200-day simple moving average of $28.67. Capital Group U.S. Small and Mid Cap ETF has a one year low of $20.57 and a one year high of $31.17. The firm has a market cap of $1.46 billion, a P/E ratio of 21.71 and a beta of 1.27.

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.