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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$311M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.8M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$8.13M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.06M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$332K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$156K |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jones Financial Companies
Des Peres,
Missouri
| $13.1K | +$13.1K | +500 | New |
|
|
IAIM
52
International Assets Investment Management
Orlando,
Florida
| $11.9K | +$8.13M | +311,286 | New |
|
|
CFD
53
Creative Financial Designs
Kokomo,
Indiana
| $11.4K | – | – | – |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $10K | +$9.97K | +382 | New |
|
|
FHA
55
First Horizon Advisors
Memphis,
Tennessee
| $5.49K | +$5.46K | +209 | New |
|
56
Fidelity Investments
Boston,
Massachusetts
| $26 | +$26 | +1 | New |
|
|
PWA
57
Pillar Wealth Advisors
West Chester,
Pennsylvania
| – | -$332K | -12,915 | Closed |
|
|
FLPIM
58
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$21.9K | -850 | Closed |
|
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.