Capital Group Short Duration Municipal Income ETF (CGSM)

• Market cap: $634M
• 1 day: -0.08%
• 5 days: -0.46%
• 1 month: -0.80%
• 3 months: 0.27%
• 6 months: -0.95%
• Year to date: 0.04%
• 1 year: 0.97%
• 5 years: 3.83%
• 10 years: 3.83%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

24% more funds holding

Funds holding: 54 [Q3] → 67 (+13) [Q4]

19% more capital invested

Capital invested by funds: $413M [Q3] → $493M (+$80.4M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.08% less ownership

Funds ownership: 90.25% [Q3] → 90.17% (-0.08%) [Q4]