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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 %
PWA
51
Peterson Wealth Advisors
Utah
$306K 11,773 +999 +9%
TFS
52
Thoroughbred Financial Services
Tennessee
$300K 11,569 +11,569 New
AAS
53
Avantax Advisory Services
Texas
$270K 10,380 +779 +8%
SCM
54
Saxony Capital Management
Missouri
$264K 10,158 -40 -0.4%
SFA
55
Souders Financial Advisors
Ohio
$259K 9,967 +9,967 New
CAL
56
Capital Analysts LLC
Pennsylvania
$254K 9,795 +9,795 New
RMP
57
Richards, Merrill & Peterson
Washington
$130K 5,000 +5,000 New
AF
58
Advisornet Financial
Minnesota
$123K 4,733 +805 +20%
CFB
59
Cullen/Frost Bankers
Texas
$37.9K 1,460 +16 +1%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$35.6K 1,370 +53 +4%
GRP
61
Global Retirement Partners
California
$32.1K 1,236 +854 +224%
WWP
62
WR Wealth Planners
Missouri
$29.4K 1,133 -1,524 -57%
AF
63
Allworth Financial
California
$12.9K 495 +495 New
CFD
64
Creative Financial Designs
Indiana
$11.3K 434 – –
FHA
65
First Horizon Advisors
Tennessee
$5.43K 209 – –
UBS Group
66
UBS Group
Switzerland
$3.9K 150 +150 New
NS
67
NBC Securities
Alabama
$34 1 +1 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$26 1 – –
SW
69
Simplicity Wealth
New Jersey
– – -17,713 Closed
TWP
70
Tempus Wealth Planning
California
– – -10,280 Closed
GLA
71
Good Life Advisors
Pennsylvania
– – -10,144 Closed
CIS
72
Continental Investors Services
Washington
– – -8,336 Closed
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