Capital Group Short Duration Municipal Income ETF
CGSM
33 hedge funds and large institutions have $28.7M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
74% more funds holding
Funds holding: 19 → 33 (+14)
18% less capital invested
Capital invested by funds: $34.9M → $28.7M (-$6.21M)
20.8% less ownership
Funds ownership: 75.4% → 54.6% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.02M |
| 2 |
RHP
Royal Harbor Partners
Houston,
Texas
|
+$1.62M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.29M |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$946K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$17.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.34M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$224K |
| 4 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$222K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$257 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNFPWM
26
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $228K | +$228K | +8,864 | New |
|
|
JCM
27
Jacobi Capital Management
Pittston,
Pennsylvania
| $223K | +$222K | +8,642 | New |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $101K | +$100K | +3,905 | New |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $99K | +$15.9K | +619 | +19% |
|
|
IGWM
30
ICA Group Wealth Management
Denver,
Colorado
| $63.4K | +$33.4K | +1,300 | +112% |
|
|
WWP
31
WR Wealth Planners
Columbia,
Missouri
| $61.1K | +$21.8K | +849 | +56% |
|
|
FLPIM
32
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $21.9K | +$21.8K | +850 | New |
|
|
CFD
33
Creative Financial Designs
Kokomo,
Indiana
| $11.2K | +$11.2K | +434 | New |
|
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.34M | -52,283 | Closed |
|
|
35
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$224K | -8,708 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$26 | -1 | Closed |
|
CGSM Hedge Fund Activity: Q2 2024 in Review
33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q2 2024, worth a combined $28.7M — down 18% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CGSM positions and 3 closed out — a net gain of 14 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.02M. The largest seller was Capital International Investors, cutting an estimated $17.4M.
- 33 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q2 2024, up from 19 in Q1 2024.
- Funds reported $28.7M of Capital Group Short Duration Municipal Income ETF stock for Q2 2024, down 18% quarter-over-quarter.
- 17 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
- The largest Capital Group Short Duration Municipal Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $3.02M added.
- The largest Capital Group Short Duration Municipal Income ETF seller in Q2 2024 was Capital International Investors, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2024.