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Capital Group Short Duration Municipal Income ETF
CGSM

Overview Fund Activity

19 hedge funds and large institutions have $34.9M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWG
1
Beta Wealth Group
California
$4.7M
2
Capital International Investors
2
Capital International Investors
California
$20.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.34M
4
SI
4
Stephens Inc
Arkansas
$1.11M
5
PAG
5
Private Advisor Group
New Jersey
$998K

Top Sellers

1
CGPCS
1
Capital Group Private Client Services
California
$471K
2
Jane Street
2
Jane Street
New York
$521K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$82K
4
UBS Group
4
UBS Group
Switzerland
$26
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$20.5M 798,000 +133,000 +20%
BWG
2
Beta Wealth Group
California
$4.7M 182,743 +182,743 New
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.34M 52,283 +50,945 +3,808%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.13M 43,829 +7,314 +20%
SI
5
Stephens Inc
Arkansas
$1.11M 43,325 +43,325 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.04M 40,443 +12,699 +46%
PAG
7
Private Advisor Group
New Jersey
$998K 38,835 +38,835 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$980K 38,136 +38,136 New
Morgan Stanley
9
Morgan Stanley
New York
$725K 28,197 +28,197 New
PWA
10
Pillar Wealth Advisors
Pennsylvania
$554K 21,535 – –
Jane Street
11
Jane Street
New York
$521K 20,252 -77,066 -79%
CGPCS
12
Capital Group Private Client Services
California
$471K 18,327 -725,302 -98%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$348K 13,550 +13,550 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$224K 8,708 +8,708 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$83K 3,212 +32 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$82K 3,198 -6,377 -67%
WWP
17
WR Wealth Planners
Missouri
$39.2K 1,524 +1,524 New
IGWM
18
ICA Group Wealth Management
Colorado
$29.9K 1,161 +361 +45%
UBS Group
19
UBS Group
Switzerland
$26 1 -173 -99%
CFGS
20
Concourse Financial Group Securities
Alabama
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