Capital Group Short Duration Municipal Income ETF
CGSM
CGSM
147 hedge funds and large institutions have $953M invested in Capital Group Short Duration Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 28 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.46% less ownership
Funds ownership: 86.79% → 86.34% (-0.46%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
147
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$22.8M | |
| 2 | +$19.8M | |
| 3 | +$16M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.46M |
Top Sellers
| 1 | -$3.93M | |
| 2 | -$3.83M | |
| 3 | -$2.99M | |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.67M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.41M |
