Alchemi Wealth LLC Takes Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Alchemi Wealth LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 35,915 shares of the company’s stock, valued at approximately $1,036,000. Alchemi Wealth LLC owned 0.08% of Capital Group U.S. Small and Mid Cap ETF as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also modified their holdings of the company. Comerica Bank acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $29,000. Raymond James Financial Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter valued at about $30,000. EverSource Wealth Advisors LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter valued at about $36,000. CIBC Private Wealth Group LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter valued at about $38,000. Finally, Capital Analysts LLC boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 1,083.5% during the 4th quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock valued at $39,000 after purchasing an additional 1,246 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Stock Up 0.5%

Capital Group U.S. Small and Mid Cap ETF stock opened at $31.92 on Friday. The firm has a 50-day moving average price of $31.30 and a two-hundred day moving average price of $30.40. The firm has a market capitalization of $2.39 billion, a price-to-earnings ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $25.71 and a 52-week high of $32.38.

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