Capital Group Short Duration Municipal Income ETF
CGSM
148 hedge funds and large institutions have $955M invested in Capital Group Short Duration Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 28 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
175% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 28
16% more capital invested
Capital invested by funds: $825M → $955M (+$130M)
12% more funds holding
Funds holding: 132 → 148 (+16)
0.29% less ownership
Funds ownership: 86.79% → 86.51% (-0.29%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$16M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.93M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.83M |
| 3 |
SG
StoneX Group
New York
|
-$2.99M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.67M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.41M |
CGSM Hedge Fund Activity: Q1 2026 in Review
148 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q1 2026, worth a combined $955M — up 16% from $825M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CGSM positions and 9 closed out — a net gain of 18 holders — while 77 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $3.93M.
- 148 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q1 2026, up from 132 in Q4 2025.
- Funds reported $955M of Capital Group Short Duration Municipal Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
- 27 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q1 2026 and 9 closed out, a net change of +18 holders.
- The largest Capital Group Short Duration Municipal Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $22.8M added.
- The largest Capital Group Short Duration Municipal Income ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $3.93M sold.
Based on aggregated 13F filings for Q1 2026.