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Capital Group Short Duration Municipal Income ETF
CGSM

83 hedge funds and large institutions have $571M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

20% more funds holding

Funds holding: 69 → 83 (+14)

15% more capital invested

Capital invested by funds: $496M → $571M (+$74.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.09% less ownership

Funds ownership: 90.72% → 89.63% (-1.1%)

Holders
83
Holders Change
+14
Holders Change %
+20.29%
% 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
46
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$6.97M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.34M
4
LPL Financial
LPL Financial
California
+$4.56M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.59M

Top Sellers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
-$704K
2
HI
Harbour Investments
Wisconsin
-$263K
3
PW
PUREfi Wealth
Massachusetts
-$259K
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$250K
5
SI
Stephens Inc
Arkansas
-$24.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
26
Capital Group Private Client Services
California
$2.09M -$704K -26,973 -25%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$2.02M -$250K -9,603 -11%
AssetMark Inc
28
AssetMark Inc
California
$1.92M +$43.7K +1,675 +2%
RHP
29
Royal Harbor Partners
Texas
$1.76M – – –
KAS
30
Kestra Advisory Services
Texas
$1.58M +$478K +18,328 +43%
GWM
31
Geneos Wealth Management
Colorado
$1.55M +$1.56M +59,734 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$1.45M +55,731 New
STA
33
Smith Thornton Advisors
Alabama
$1.42M +$143K +5,480 +11%
OMC
34
Old Mission Capital
Illinois
$1.38M +$643K +24,643 +87%
PS
35
Principal Securities
Iowa
$1.35M – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.29M +$941K +36,074 +266%
AWS
37
Atria Wealth Solutions
New York
$1.19M +$178K +6,822 +18%
SI
38
Stephens Inc
Arkansas
$1.14M -$24.8K -950 -2%
EWA
39
EverSource Wealth Advisors
Alabama
$1.07M -$3.99K -153 -0.4%
CCA
40
Cottonwood Capital Advisors
Utah
$1.06M +$1.06M +40,821 New
CWS
41
Confluence Wealth Services
Pennsylvania
$1.04M – – –
AA
42
Armis Advisers
Georgia
$1M +$1.01M +38,677 New
Raymond James Financial
43
Raymond James Financial
Florida
$987K +$567K +21,730 +134%
KNFPWM
44
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$974K +$104K +3,993 +12%
EC
45
Elequin Capital
New York
$904K +$906K +34,747 New
WS
46
Wedbush Securities
California
$835K +$15.2K +584 +2%
JCM
47
Jacobi Capital Management
Pennsylvania
$823K +$255K +9,763 +45%
GVAG
48
Great Valley Advisor Group
Delaware
$808K +$447K +17,130 +123%
BEI
49
Benjamin Edwards Inc
Missouri
$776K +$26.2K +1,004 +3%
SW
50
Simplicity Wealth
New Jersey
$670K +$672K +25,769 New
1
2
3 4

CGSM Hedge Fund Activity: Q1 2025 in Review

83 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q1 2025, worth a combined $571M — up 15% from $496M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CGSM positions and 3 closed out — a net gain of 16 holders — while 46 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Capital Group Private Client Services, cutting an estimated $704K.

  • 83 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q1 2025, up from 69 in Q4 2024.
  • Funds reported $571M of Capital Group Short Duration Municipal Income ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 19 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q1 2025 and 3 closed out, a net change of +16 holders.
  • The largest Capital Group Short Duration Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $21.6M added.
  • The largest Capital Group Short Duration Municipal Income ETF seller in Q1 2025 was Capital Group Private Client Services, an estimated $704K sold.

Based on aggregated 13F filings for Q1 2025.