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.

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 Market Value Shares Shares
Change
Shares
Change %
HIM
76
Hanlon Investment Management
New Jersey
$241K 9,243 +9,243 New
IWM
77
IHT Wealth Management
Illinois
$232K 8,894 -3,860 -30%
VWA
78
Visionary Wealth Advisors
Illinois
$227K 8,685 +113 +1%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$210K 8,038 +8,038 New
TSS
80
Two Sigma Securities
New York
$204K 7,808 +7,808 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$125K 4,800 +4,800 New
AF
82
Advisornet Financial
Minnesota
$107K 4,100 -551 -12%
AAS
83
Ameritas Advisory Services
Nebraska
$71.6K 2,745 +2,745 New
FHA
84
First Horizon Advisors
Tennessee
$69.7K 2,672 +91 +4%
NS
85
NBC Securities
Alabama
$57K 2,204 +891 +68%
SN
86
Sittner & Nelson
Oregon
$52.2K 2,000 +2,000 New
GWSG
87
GPS Wealth Strategies Group
Colorado
$50.9K 1,950
EWA
88
EQ Wealth Advisors
Texas
$30.1K 1,154
GRP
89
Global Retirement Partners
California
$29.3K 1,125 +1,125 New
Comerica Bank
90
Comerica Bank
Texas
$22.2K 853 +853 New
TRCT
91
Tower Research Capital (TRC)
New York
$14.3K 550 +550 New
CFD
92
Creative Financial Designs
Indiana
$11.3K 434
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$8.4K 322 -244,041 -100%
AF
94
Allworth Financial
California
$6.1K 234 -301 -56%
IA
95
IFP Advisors
Florida
$4.34K 167 +167 New
OLVIG
96
Oliver Lagore Vanvalin Investment Group
Michigan
$2.6K 100 +100 New
Russell Investments Group
97
Russell Investments Group
United Kingdom
$26 1 +1 New
OMC
98
Old Mission Capital
Illinois
-53,024 Closed
EC
99
Elequin Capital
New York
-34,747 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-11,118 Closed