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Capital Group Short Duration Municipal Income ETF
CGSM

Overview Fund Activity

82 hedge funds and large institutions have $570M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
45
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.8M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.36M
4
LPL Financial
4
LPL Financial
California
$20.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.13M

Top Sellers

1
CGPCS
1
Capital Group Private Client Services
California
$2.09M
2
CFGS
2
Concourse Financial Group Securities
Alabama
$0
3
HI
3
Harbour Investments
Wisconsin
$438K
4
PW
4
PUREfi Wealth
Massachusetts
$12M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$320M 12,304,078 +87,513 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41M 1,577,626 +109,837 +7%
Morgan Stanley
3
Morgan Stanley
New York
$36.8M 1,415,747 +826,272 +140%
LPL Financial
4
LPL Financial
California
$20.8M 801,441 +174,825 +28%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.9M 611,412 +267,240 +78%
PW
6
PUREfi Wealth
Massachusetts
$12M 460,022 -9,912 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.83M 377,767 +51,442 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.13M 274,193 +137,789 +101%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.36M 244,363 +242,993 +17,737%
Betterment LLC
10
Betterment LLC
New York
$6.12M 235,443 +4,583 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.12M 235,383 +15,375 +7%
BWG
12
Beta Wealth Group
California
$6.02M 231,485 -460 -0.2%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$4.18M 160,723 +9,578 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.15M 159,487 +3,670 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.12M 158,384 +16,270 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.68M 141,635 +29,980 +27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.62M 139,130 +33,367 +32%
FCG
18
Financial Connections Group
California
$3.41M 130,941 +109,730 +517%
PAG
19
Private Advisor Group
New Jersey
$3.38M 130,020 +2,482 +2%
Jane Street
20
Jane Street
New York
$3.06M 117,653 +90,157 +328%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.33M 89,745 +3,391 +4%
Truist Financial
22
Truist Financial
North Carolina
$2.33M 89,595 +9,074 +11%
HTWM
23
Hartmann Taylor Wealth Management
Texas
$2.32M 89,092 +89,092 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2.28M 87,838 +4,778 +6%
OPS
25
Orion Portfolio Solutions
Nebraska
$2.28M 87,838 +4,778 +6%
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