Who Owns CGSM?
Capital Group Short Duration Municipal Income ETF — Institutional Ownership & 13F Holdings
$26.42
-0.02 (-0.08%)
Market Cap
$1.1B
Shares Outstanding
42,088,729
Institutional Holders
80
Total Inst. Value
$471.6M
% of Float Held
—
QoQ Holder Change
+66
Institutional data as of Q1 2025
New Positions
27
Closed Positions
5
Increased
37
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital International Investors | $320.0M | 12,304,078 |
| 2 | MORGAN STANLEY | $36.8M | 1,415,747 |
| 3 | PUREfi Wealth, LLCNew | $12.0M | 460,022 |
| 4 | Cetera Investment Advisers | $9.8M | 377,767 |
| 5 | OSAIC HOLDINGS, INC. | $7.1M | 274,193 |
| 6 | JPMORGAN CHASE & CO | $6.4M | 244,363 |
| 7 | Betterment LLC | $6.1M | 235,443 |
| 8 | MML INVESTORS SERVICES, LLC | $6.1M | 235,383 |
| 9 | Beta Wealth Group, Inc.New | $6.0M | 231,485 |
| 10 | Vestmark Advisory Solutions, Inc. | $4.2M | 160,723 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital International Investors | +88K | $320.0M |
| MORGAN STANLEY | +826K | $36.8M |
| PUREfi Wealth, LLCNew | +460K | $12.0M |
| Cetera Investment Advisers | +51K | $9.8M |
| OSAIC HOLDINGS, INC. | +146K | $7.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capital Group Private Client Services, Inc. | -27K | $2.1M |
| JONES FINANCIAL COMPANIES LLLP | -13K | $20K |
| HARBOUR INVESTMENTS, INC. | -10K | $438K |
| Envestnet Portfolio Solutions, Inc. | -10K | $2K |
| STEPHENS INC /AR/ | -950 | $1K |
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Frequently Asked Questions
How many institutional investors hold CGSM?
As of Q1 2025, 80 institutional investors report holding CGSM (Capital Group Short Duration Municipal Income ETF) in their 13F filings.
Which hedge fund owns the most CGSM?
The largest institutional holder of CGSM is Capital International Investors with $320.0M in shares.
Are institutions buying or selling CGSM?
This quarter, 27 institutions opened new positions in CGSM and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.