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Capital Group Short Duration Municipal Income ETF
CGSM

56 hedge funds and large institutions have $415M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 1

1,347% more capital invested

Capital invested by funds: $28.7M → $415M (+$387M)

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

70% more funds holding

Funds holding: 33 → 56 (+23)

36.19% more ownership

Funds ownership: 54.6% → 90.79% (+36%)

Holders
56
Holders Change
+23
Holders Change %
+69.7%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
26
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$311M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.8M
3
IAIM
International Assets Investment Management
Florida
+$8.13M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.06M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
PWA
Pillar Wealth Advisors
Pennsylvania
-$332K
2
KAS
Kestra Advisory Services
Texas
-$156K
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$21.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$806K +$801K +30,687 New
AWS
27
Atria Wealth Solutions
New York
$784K +$779K +29,851 New
CGPCS
28
Capital Group Private Client Services
California
$772K +$574 +22 +0.1%
CWS
29
Confluence Wealth Services
Pennsylvania
$598K +$595K +22,786 New
BEW
30
Burton Enright Welch
California
$593K +$6.63K +254 +1%
JCM
31
Jacobi Capital Management
Pennsylvania
$569K +$340K +13,042 +151%
CFGS
32
Concourse Financial Group Securities
Alabama
$550K +$6.16K +236 +1%
KAS
33
Kestra Advisory Services
Texas
$540K -$156K -5,990 -23%
KNFPWM
34
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$534K +$300K +11,487 +130%
DADC
35
D.A. Davidson & Co
Montana
$504K +$501K +19,190 New
SW
36
Simplicity Wealth
New Jersey
$465K +$462K +17,713 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$463K +$225K +8,603 +95%
WS
38
Wedbush Securities
California
$382K +$380K +14,547 New
TA
39
TrueWealth Advisors
Alabama
$374K +$75.2K +2,880 +25%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$356K – – –
PWA
41
Peterson Wealth Advisors
Utah
$283K +$17.7K +679 +7%
TWP
42
Tempus Wealth Planning
California
$270K +$36.6K +1,402 +16%
SCM
43
Saxony Capital Management
Missouri
$268K +$1.98K +76 +0.8%
GLA
44
Good Life Advisors
Pennsylvania
$266K +$265K +10,144 New
AAS
45
Avantax Advisory Services
Texas
$252K +$251K +9,601 New
CIS
46
Continental Investors Services
Washington
$219K +$218K +8,336 New
AF
47
Advisornet Financial
Minnesota
$103K +$600 +23 +0.6%
WWP
48
WR Wealth Planners
Missouri
$69.8K +$7.41K +284 +12%
CFB
49
Cullen/Frost Bankers
Texas
$37.9K +$37.7K +1,444 New
JP Morgan Chase
50
JP Morgan Chase
New York
$34.6K +$34.4K +1,317 New
1
2
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CGSM Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q3 2024, worth a combined $415M — up 1,347% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CGSM positions and 2 closed out — a net gain of 25 holders — while 26 added to existing stakes and 1 trimmed.

The largest buyer was Capital International Investors, adding an estimated $311M. The largest seller was Pillar Wealth Advisors, exiting entirely with an estimated $332K sold.

  • 56 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $415M of Capital Group Short Duration Municipal Income ETF stock for Q3 2024, up 1,347% quarter-over-quarter.
  • 27 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q3 2024 and 2 closed out, a net change of +25 holders.
  • The largest Capital Group Short Duration Municipal Income ETF buyer in Q3 2024 was Capital International Investors, an estimated $311M added.
  • The largest Capital Group Short Duration Municipal Income ETF seller in Q3 2024 was Pillar Wealth Advisors, an estimated $332K sold.

Based on aggregated 13F filings for Q3 2024.