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Capital Group Short Duration Municipal Income ETF
CGSM

132 hedge funds and large institutions have $825M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 17

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more funds holding

Funds holding: 111 → 132 (+21)

13% more capital invested

Capital invested by funds: $732M → $825M (+$93.6M)

0.77% less ownership

Funds ownership: 87.57% → 86.79% (-0.77%)

Holders
132
Holders Change
+21
Holders Change %
+18.92%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
75
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.8M
2
LPL Financial
LPL Financial
California
+$8.45M
3
Truist Financial
Truist Financial
North Carolina
+$7.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.54M
5
Wells Fargo
Wells Fargo
California
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
-$2.13M
2
OMC
Old Mission Capital
Illinois
-$1.09M
3
EC
Elequin Capital
New York
-$653K
4
AA
Armis Advisers
Georgia
-$463K
5
EFG
Embree Financial Group
Illinois
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$3.83M +$1.91M +72,370 +99%
AssetMark Inc
27
AssetMark Inc
California
$3.47M +$335K +12,715 +11%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.26M +$136K +5,141 +4%
TCWM
29
Total Clarity Wealth Management
Illinois
$3.18M +$3.18M +120,605 New
SG
30
StoneX Group
New York
$2.99M +$179K +6,794 +6%
RHP
31
Royal Harbor Partners
Texas
$2.81M +$75.5K +2,863 +3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.68M +$597K +22,640 +29%
PW
33
PUREfi Wealth
Massachusetts
$2.58M +$5.43K +206 +0.2%
Betterment LLC
34
Betterment LLC
New York
$2.48M +$34K +1,288 +1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.43M +$611K +23,174 +34%
GVAG
36
Great Valley Advisor Group
Delaware
$2.34M +$600K +22,754 +34%
KAS
37
Kestra Advisory Services
Texas
$2.33M +$200K +7,593 +9%
KNFPWM
38
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.25M +$103K +3,913 +5%
BWA
39
Boulder Wealth Advisors
Colorado
$2.17M +$2.17M +82,484 New
CHWM
40
Cauble & Harre Wealth Management
Missouri
$2.04M +$2.04M +77,446 New
P
41
&Partners
Tennessee
$2.03M +$823K +31,210 +68%
JCM
42
Jacobi Capital Management
Pennsylvania
$2.03M -$186K -7,047 -8%
SEI Investments
43
SEI Investments
Pennsylvania
$1.95M +$682K +25,864 +54%
TPF
44
Tribridge Partners Financial
Maryland
$1.92M +$722K +27,389 +60%
EWA
45
EverSource Wealth Advisors
Alabama
$1.9M +$354K +13,437 +23%
CCA
46
Cottonwood Capital Advisors
Utah
$1.86M +$225K +8,540 +14%
BWG
47
Beta Wealth Group
California
$1.67M -$316K -11,970 -16%
SW
48
Simplicity Wealth
New Jersey
$1.63M -$179K -6,806 -10%
VA
49
Valmark Advisers
Ohio
$1.61M +$1.61M +61,177 New
STA
50
Smith Thornton Advisors
Alabama
$1.58M +$26.4K +1,000 +2%
1
2
3 4 5

CGSM Hedge Fund Activity: Q4 2025 in Review

132 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q4 2025, worth a combined $825M — up 13% from $732M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGSM positions and 7 closed out — a net gain of 22 holders — while 75 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.8M. The largest seller was Benjamin Edwards Inc, cutting an estimated $2.13M.

  • 132 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q4 2025, up from 111 in Q3 2025.
  • Funds reported $825M of Capital Group Short Duration Municipal Income ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 29 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q4 2025 and 7 closed out, a net change of +22 holders.
  • The largest Capital Group Short Duration Municipal Income ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $12.8M added.
  • The largest Capital Group Short Duration Municipal Income ETF seller in Q4 2025 was Benjamin Edwards Inc, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2025.