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Capital Group Short Duration Municipal Income ETF
CGSM

Overview Fund Activity

68 hedge funds and large institutions have $496M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
35
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$16.3M
2
PW
2
PUREfi Wealth
Massachusetts
$12.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.3M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$8.94M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$307K
2
Jane Street
2
Jane Street
New York
$714K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.54M
4
SW
4
Simplicity Wealth
New Jersey
$0
5
TWP
5
Tempus Wealth Planning
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$1.35M 52,050 +1,016 +2%
STA
27
Smith Thornton Advisors
Alabama
$1.27M 49,010 – –
SI
28
Stephens Inc
Arkansas
$1.16M 44,805 +1,440 +3%
KAS
29
Kestra Advisory Services
Texas
$1.1M 42,267 +21,693 +105%
EWA
30
EverSource Wealth Advisors
Alabama
$1.08M 41,465 -1,796 -4%
CWS
31
Confluence Wealth Services
Pennsylvania
$1.05M 40,341 +17,555 +77%
AWS
32
Atria Wealth Solutions
New York
$1.01M 38,712 +8,861 +30%
KNFPWM
33
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$869K 33,467 +13,116 +64%
WS
34
Wedbush Securities
California
$819K 31,535 +16,988 +117%
BEI
35
Benjamin Edwards Inc
Missouri
$749K 28,839 -1,848 -6%
OMC
36
Old Mission Capital
Illinois
$737K 28,381 +28,381 New
Jane Street
37
Jane Street
New York
$714K 27,496 -43,408 -61%
HI
38
Harbour Investments
Wisconsin
$699K 26,902 +26,902 New
JCM
39
Jacobi Capital Management
Pennsylvania
$568K 21,874 +190 +0.9%
FCG
40
Financial Connections Group
California
$550K 21,211 +21,211 New
CFGS
41
Concourse Financial Group Securities
Alabama
$534K 20,537 -419 -2%
DADC
42
D.A. Davidson & Co
Montana
$498K 19,190 – –
TA
43
TrueWealth Advisors
Alabama
$437K 16,812 +2,573 +18%
Raymond James Financial
44
Raymond James Financial
Florida
$421K 16,218 +16,218 New
WTFG
45
Wood Tarver Financial Group
Idaho
$368K 14,195 +14,195 New
GVAG
46
Great Valley Advisor Group
Delaware
$362K 13,951 +13,951 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$352K 13,552 +13,052 +2,610%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$352K 13,550 – –
OHWA
49
Oak Hill Wealth Advisors
Virginia
$328K 12,625 +12,625 New
IAIM
50
International Assets Investment Management
Florida
$307K 11,825 -299,461 -96%
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