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Capital Group Short Duration Municipal Income ETF
CGSM
CGSM
148 hedge funds and large institutions have $955M invested in Capital Group Short Duration Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 28 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
175% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 28
16% more capital invested
Capital invested by funds: $825M → $955M (+$130M)
12% more funds holding
Funds holding: 132 → 148 (+16)
0.29% less ownership
Funds ownership: 86.79% → 86.51% (-0.29%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
148
Holders Change
+16
Holders Change %
+12.12%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
27
Increased
77
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$22.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$16M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.46M |
Top Sellers
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.93M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.83M |
| 3 |
SG
StoneX Group
New York
|
-$2.99M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.67M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWG
151
Beta Wealth Group
San Diego,
California
| – | -$1.67M | -63,237 | Closed |
|
152
Goldman Sachs
New York
| – | -$774K | -29,400 | Closed |
|
|
EC
153
Elequin Capital
New York
| – | -$312K | -11,862 | Closed |
|
|
LWM
154
LongView Wealth Management
Atlanta,
Georgia
| – | -$204K | -7,700 | Closed |
|
|
EWA
155
EQ Wealth Advisors
Dallas,
Texas
| – | -$30.4K | -1,154 | Closed |
|
|
TRCT
156
Tower Research Capital (TRC)
New York
| – | -$15.6K | -594 | Closed |
|
157
Bank of America
Charlotte,
North Carolina
| – | -$4.71K | -179 | Closed |
|