Capital Group Short Duration Municipal Income ETF
CGSM
CGSM
128 hedge funds and large institutions have $821M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 16 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
12% more capital invested
Capital invested by funds: $731M → $821M (+$90.8M)
1.03% less ownership
Funds ownership: 87.44% → 86.41% (-1%)
Holders
128
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$12.8M | |
| 2 | +$8.45M | |
| 3 | +$7.37M | |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.65M |
Top Sellers
| 1 | -$2.13M | |
| 2 | -$1.09M | |
| 3 | -$653K | |
| 4 |
EFG
Embree Financial Group
Chicago,
Illinois
|
-$342K |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
-$316K |
