Royal Harbor Partners LLC Acquires New Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM

Royal Harbor Partners LLC bought a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 174,194 shares of the company’s stock, valued at approximately $5,114,000. Capital Group U.S. Small and Mid Cap ETF makes up approximately 1.7% of Royal Harbor Partners LLC’s investment portfolio, making the stock its 19th biggest holding.

Other hedge funds also recently bought and sold shares of the company. Comerica Bank purchased a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth 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 approximately $30,000. 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 approximately $36,000. CIBC Private Wealth Group LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the third quarter worth approximately $38,000. Finally, Capital Analysts LLC increased its holdings in Capital Group U.S. Small and Mid Cap ETF by 1,083.5% in the fourth quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock worth $39,000 after buying an additional 1,246 shares during the last quarter.

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

Shares of CGMM opened at $32.72 on Friday. The firm has a market cap of $3.01 billion, a PE ratio of 21.71 and a beta of 0.81. The firm’s 50 day moving average price is $31.75 and its 200 day moving average price is $30.77. Capital Group U.S. Small and Mid Cap ETF has a twelve month low of $26.68 and a twelve month high of $33.25.

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.