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Capital Group Short Duration Municipal Income ETF

4 hedge funds and large institutions have $31.6M invested in Capital Group Short Duration Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

105.24% more ownership

Funds ownership: 0%105.24% (+105%)

Holders
4
Holders Change
+4
Holders Change %
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$29.3M +$29.3M +1,170,000 New
LWM
2
Lodestone Wealth Management
Washington
$1.59M +$1.59M +63,392 New
Jane Street
3
Jane Street
New York
$423K +$423K +16,899 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$314K +$314K +12,541 New

CGSM Hedge Fund Activity: Q3 2023 in Review

4 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q3 2023, worth a combined $31.6M.

Buyers outnumbered sellers: 4 funds opened new CGSM positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $29.3M.

  • 4 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $31.6M of Capital Group Short Duration Municipal Income ETF stock for Q3 2023.
  • 4 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q3 2023 and 0 closed out, a net change of +4 holders.
  • The largest Capital Group Short Duration Municipal Income ETF buyer in Q3 2023 was Capital International Investors, an estimated $29.3M added.

Based on aggregated 13F filings for Q3 2023.