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Capital Group Short Duration Municipal Income ETF
CGSM

111 hedge funds and large institutions have $732M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

261% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $631M → $732M (+$101M)

13% more funds holding

Funds holding: 98 → 111 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.32% less ownership

Funds ownership: 88.88% → 87.57% (-1.3%)

Holders
111
Holders Change
+13
Holders Change %
+13.27%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
65
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$18.2M
2
Morgan Stanley
Morgan Stanley
New York
+$12.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M
4
Wells Fargo
Wells Fargo
California
+$10.9M
5
CGPCS
Capital Group Private Client Services
California
+$7.9M

Top Sellers

Rank Fund Capital Flow
1
PW
PUREfi Wealth
Massachusetts
-$8.76M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$3.91M
3
KAS
Kestra Advisory Services
Texas
-$3.72M
4
GWM
Geneos Wealth Management
Colorado
-$1.14M
5
Betterment LLC
Betterment LLC
New York
-$679K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.82M +$315K +11,990 +13%
SG
27
StoneX Group
New York
$2.81M +$1.64M +62,269 +141%
RHP
28
Royal Harbor Partners
Texas
$2.73M +$945K +35,962 +53%
PS
29
Principal Securities
Iowa
$2.59M +$704K +26,816 +37%
PW
30
PUREfi Wealth
Massachusetts
$2.58M -$8.76M -333,583 -77%
Betterment LLC
31
Betterment LLC
New York
$2.44M -$679K -25,845 -22%
JCM
32
Jacobi Capital Management
Pennsylvania
$2.21M +$1.37M +52,145 +164%
KNFPWM
33
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.15M +$430K +16,388 +25%
KAS
34
Kestra Advisory Services
Texas
$2.13M -$3.72M -141,725 -64%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.08M +$137K +5,214 +7%
BWG
36
Beta Wealth Group
California
$1.98M -$349K -13,304 -15%
JWCA
37
J.W. Cole Advisors
Florida
$1.92M +$1.35M +51,496 +240%
AA
38
Armis Advisers
Georgia
$1.88M +$752K +28,641 +67%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.82M +$213K +8,115 +13%
SW
40
Simplicity Wealth
New Jersey
$1.81M -$457K -17,398 -20%
GVAG
41
Great Valley Advisor Group
Delaware
$1.74M +$353K +13,446 +26%
CCA
42
Cottonwood Capital Advisors
Utah
$1.64M -$10K -381 -0.6%
STA
43
Smith Thornton Advisors
Alabama
$1.55M – – –
EWA
44
EverSource Wealth Advisors
Alabama
$1.55M -$80.2K -3,055 -5%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$1.31M -$307K -11,706 -19%
SEI Investments
46
SEI Investments
Pennsylvania
$1.27M +$658K +25,040 +108%
CWS
47
Confluence Wealth Services
Pennsylvania
$1.26M +$149K +5,663 +13%
NA
48
NewEdge Advisors
Louisiana
$1.23M +$1.23M +46,684 New
Jane Street
49
Jane Street
New York
$1.23M -$499K -19,018 -29%
P
50
&Partners
Tennessee
$1.21M +$687K +26,150 +132%
1
2
3 4 5

CGSM Hedge Fund Activity: Q3 2025 in Review

111 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q3 2025, worth a combined $732M — up 16% from $631M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CGSM positions and 4 closed out — a net gain of 17 holders — while 65 added to existing stakes and 18 trimmed.

The largest buyer was Capital International Investors, adding an estimated $18.2M. The largest seller was PUREfi Wealth, cutting an estimated $8.76M.

  • 111 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q3 2025, up from 98 in Q2 2025.
  • Funds reported $732M of Capital Group Short Duration Municipal Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 21 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q3 2025 and 4 closed out, a net change of +17 holders.
  • The largest Capital Group Short Duration Municipal Income ETF buyer in Q3 2025 was Capital International Investors, an estimated $18.2M added.
  • The largest Capital Group Short Duration Municipal Income ETF seller in Q3 2025 was PUREfi Wealth, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2025.