CGSM icon

Capital Group Short Duration Municipal Income ETF

97 hedge funds and large institutions have $627M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
44
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.44M 93,423 +93,423 New
BCI
27
Brinker Capital Investments
Pennsylvania
$2.33M 89,163 +1,325 +2%
BWG
28
Beta Wealth Group
California
$2.31M 88,511 -142,974 -62%
SW
29
Simplicity Wealth
New Jersey
$2.25M 86,208 +60,439 +235%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.93M 73,857 -15,888 -18%
PS
31
Principal Securities
Iowa
$1.87M 71,569 +19,519 +38%
RHP
32
Royal Harbor Partners
Texas
$1.77M 67,684
Jane Street
33
Jane Street
New York
$1.71M 65,567 -52,086 -44%
KNFPWM
34
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M 65,227 +27,767 +74%
CCA
35
Cottonwood Capital Advisors
Utah
$1.63M 62,631 +21,810 +53%
EWA
36
EverSource Wealth Advisors
Alabama
$1.61M 61,716 +20,404 +49%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.6M 61,453 -16,029 -21%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.59M 60,800 +51,500 +554%
STA
39
Smith Thornton Advisors
Alabama
$1.54M 58,890 +4,400 +8%
BEI
40
Benjamin Edwards Inc
Missouri
$1.51M 57,799 +27,956 +94%
GVAG
41
Great Valley Advisor Group
Delaware
$1.37M 52,642 +21,561 +69%
GWM
42
Geneos Wealth Management
Colorado
$1.25M 47,811 -11,923 -20%
SG
43
StoneX Group
New York
$1.15M 44,222 +44,222 New
AA
44
Armis Advisers
Georgia
$1.11M 42,607 +3,930 +10%
CWS
45
Confluence Wealth Services
Pennsylvania
$1.1M 42,259 +1,918 +5%
WS
46
Wedbush Securities
California
$851K 32,635 +516 +2%
JCM
47
Jacobi Capital Management
Pennsylvania
$831K 31,883 +246 +0.8%
SFA
48
Souders Financial Advisors
Ohio
$761K 29,166 +3,866 +15%
ASN
49
Advisory Services Network
Georgia
$735K 28,135 +28,135 New
AWS
50
Atria Wealth Solutions
New York
$715K 27,424 -18,110 -40%