CGSM icon

Capital Group Short Duration Municipal Income ETF

97 hedge funds and large institutions have $627M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
44
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPF
51
Tribridge Partners Financial
Maryland
$700K +$700K +26,848 New
Wells Fargo
52
Wells Fargo
California
$679K +$679K +26,054 New
PFS
53
Prospera Financial Services
Texas
$659K
DADC
54
D.A. Davidson & Co
Montana
$640K +$125K +4,800 +24%
SEI Investments
55
SEI Investments
Pennsylvania
$606K +$606K +23,254 New
JWCA
56
J.W. Cole Advisors
Florida
$559K +$559K +21,415 New
P
57
&Partners
Tennessee
$551K +$551K +19,830 New
GS
58
GWN Securities
Florida
$527K +$319K +12,213 +153%
RMP
59
Richards, Merrill & Peterson
Washington
$493K
OHWA
60
Oak Hill Wealth Advisors
Virginia
$481K -$147K -5,638 -23%
CFB
61
Cullen/Frost Bankers
Texas
$473K +$313 +12 +0.1%
AAS
62
Avantax Advisory Services
Texas
$466K +$88.3K +3,387 +23%
HI
63
Harbour Investments
Wisconsin
$439K
UPS
64
UHLMANN PRICE SECURITIES
Illinois
$423K +$29.3K +1,125 +7%
IAIM
65
International Assets Investment Management
Florida
$409K +$101K +3,875 +33%
WTFG
66
Wood Tarver Financial Group
Idaho
$371K +$781 +30 +0.2%
TA
67
TrueWealth Advisors
Alabama
$368K -$66.7K -2,559 -15%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$353K
GWP
69
Gateway Wealth Partners
Wisconsin
$326K +$326K +12,513 New
FHC
70
First Heartland Consultants
Missouri
$325K +$30.9K +1,186 +11%
SI
71
Stephens Inc
Arkansas
$313K -$831K -31,860 -73%
TFS
72
Thoroughbred Financial Services
Tennessee
$301K
PWA
73
Peterson Wealth Advisors
Utah
$287K -$30.7K -1,178 -10%
SCM
74
Saxony Capital Management
Missouri
$265K
LA
75
Lakeside Advisors
Washington
$248K