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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPF
51
Tribridge Partners Financial
Maryland
$700K
Wells Fargo
52
Wells Fargo
California
$679K
PFS
53
Prospera Financial Services
Texas
$659K
DADC
54
D.A. Davidson & Co
Montana
$640K
SEI Investments
55
SEI Investments
Pennsylvania
$606K
JWCA
56
J.W. Cole Advisors
Florida
$559K
P
57
&Partners
Tennessee
$551K
GS
58
GWN Securities
Florida
$527K
RMP
59
Richards, Merrill & Peterson
Washington
$493K
OHWA
60
Oak Hill Wealth Advisors
Virginia
$481K
CFB
61
Cullen/Frost Bankers
Texas
$473K
AAS
62
Avantax Advisory Services
Texas
$466K
HI
63
Harbour Investments
Wisconsin
$439K
UPS
64
UHLMANN PRICE SECURITIES
Illinois
$423K
IAIM
65
International Assets Investment Management
Florida
$409K
WTFG
66
Wood Tarver Financial Group
Idaho
$371K
TA
67
TrueWealth Advisors
Alabama
$368K
USCWA
68
U.S. Capital Wealth Advisors
Texas
$353K
GWP
69
Gateway Wealth Partners
Wisconsin
$326K
FHC
70
First Heartland Consultants
Missouri
$325K
SI
71
Stephens Inc
Arkansas
$313K
TFS
72
Thoroughbred Financial Services
Tennessee
$301K
PWA
73
Peterson Wealth Advisors
Utah
$287K
SCM
74
Saxony Capital Management
Missouri
$265K
LA
75
Lakeside Advisors
Washington
$248K