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Capital Group Short Duration Municipal Income ETF
CGSM

Overview Fund Activity

82 hedge funds and large institutions have $570M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
45
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.8M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.36M
4
LPL Financial
4
LPL Financial
California
$20.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.13M

Top Sellers

1
CGPCS
1
Capital Group Private Client Services
California
$2.09M
2
CFGS
2
Concourse Financial Group Securities
Alabama
$0
3
HI
3
Harbour Investments
Wisconsin
$438K
4
PW
4
PUREfi Wealth
Massachusetts
$12M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
51
Souders Financial Advisors
Ohio
$658K 25,300 +15,333 +154%
PFS
52
Prospera Financial Services
Texas
$657K 25,254 +25,254 New
OHWA
53
Oak Hill Wealth Advisors
Virginia
$626K 24,072 +11,447 +91%
DADC
54
D.A. Davidson & Co
Montana
$514K 19,755 +565 +3%
RMP
55
Richards, Merrill & Peterson
Washington
$492K 18,900 +13,900 +278%
CFB
56
Cullen/Frost Bankers
Texas
$471K 18,127 +16,667 +1,142%
HI
57
Harbour Investments
Wisconsin
$438K 16,831 -10,071 -37%
TA
58
TrueWealth Advisors
Alabama
$434K 16,675 -137 -0.8%
UPS
59
UHLMANN PRICE SECURITIES
Illinois
$392K 15,088 +15,088 New
AAS
60
Avantax Advisory Services
Texas
$377K 14,497 +4,117 +40%
WTFG
61
Wood Tarver Financial Group
Idaho
$370K 14,223 +28 +0.2%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$352K 13,550 – –
IWM
63
IHT Wealth Management
Illinois
$332K 12,754 +12,754 New
PWA
64
Peterson Wealth Advisors
Utah
$316K 12,187 +414 +4%
IAIM
65
International Assets Investment Management
Florida
$308K 11,825 – –
TFS
66
Thoroughbred Financial Services
Tennessee
$300K 11,569 – –
FHC
67
First Heartland Consultants
Missouri
$294K 11,284 +11,284 New
Citadel Advisors
68
Citadel Advisors
Florida
$289K 11,118 +11,118 New
SCM
69
Saxony Capital Management
Missouri
$264K 10,158 – –
Cerity Partners
70
Cerity Partners
New York
$260K 10,000 +10,000 New
CAL
71
Capital Analysts LLC
Pennsylvania
$255K 9,795 – –
LA
72
Lakeside Advisors
Washington
$247K 9,500 +9,500 New
Baird Financial Group
73
Baird Financial Group
Wisconsin
$242K 9,300 +9,300 New
VWA
74
Visionary Wealth Advisors
Illinois
$223K 8,572 +8,572 New
GS
75
GWN Securities
Florida
$208K 7,986 +7,986 New
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