Capital Group Short Duration Municipal Income ETF
CGSM
69 hedge funds and large institutions have $496M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 9 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
300% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 9
23% more funds holding
Funds holding: 56 → 69 (+13)
19% more capital invested
Capital invested by funds: $416M → $496M (+$80.6M)
1.62% more ownership
Funds ownership: 89.1% → 90.72% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
| 3 |
Morgan Stanley
New York
|
+$9.17M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.54M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.13M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$655K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$465K |
| 4 |
TWP
Tempus Wealth Planning
Irvine,
California
|
-$270K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$266K |
CGSM Hedge Fund Activity: Q4 2024 in Review
69 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q4 2024, worth a combined $496M — up 19% from $416M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CGSM positions and 4 closed out — a net gain of 13 holders — while 36 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $1.13M.
- 69 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q4 2024, up from 56 in Q3 2024.
- Funds reported $496M of Capital Group Short Duration Municipal Income ETF stock for Q4 2024, up 19% quarter-over-quarter.
- 17 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q4 2024 and 4 closed out, a net change of +13 holders.
- The largest Capital Group Short Duration Municipal Income ETF buyer in Q4 2024 was LPL Financial, an estimated $13.6M added.
- The largest Capital Group Short Duration Municipal Income ETF seller in Q4 2024 was Jane Street, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2024.