Kestra Investment Management LLC Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM

Kestra Investment Management LLC bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMMFree Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 565,125 shares of the company’s stock, valued at approximately $16,298,000.

Other hedge funds also recently bought and sold shares of the company. Dynamic Advisor Solutions LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the fourth quarter worth about $1,293,000. Stratos Wealth Partners LTD. purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the third quarter worth about $511,000. Cullen Frost Bankers Inc. lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 99.5% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 75,180 shares of the company’s stock worth $2,134,000 after acquiring an additional 37,495 shares in the last quarter. Merit Financial Group LLC lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 3,215.7% during the 3rd quarter. Merit Financial Group LLC now owns 1,316,034 shares of the company’s stock worth $37,362,000 after acquiring an additional 1,276,343 shares in the last quarter. Finally, Wealth Science Advisors LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 4th quarter worth about $2,690,000.

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

CGMM opened at $31.57 on Tuesday. The stock’s 50-day moving average price is $30.63 and its 200 day moving average price is $30.02. 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. The firm has a market cap of $2.36 billion, a price-to-earnings ratio of 21.71 and a beta of 0.92.

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

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM)

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