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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
SFA
51
Souders Financial Advisors
Ohio
$658K +$400K +15,333 +154%
PFS
52
Prospera Financial Services
Texas
$657K +$659K +25,254 New
BEW
53
Burton Enright Welch
California
$631K +$9.37K +359 +2%
OHWA
54
Oak Hill Wealth Advisors
Virginia
$626K +$299K +11,447 +91%
DADC
55
D.A. Davidson & Co
Montana
$514K +$14.7K +565 +3%
RMP
56
Richards, Merrill & Peterson
Washington
$492K +$363K +13,900 +278%
CFB
57
Cullen/Frost Bankers
Texas
$471K +$435K +16,667 +1,142%
HI
58
Harbour Investments
Wisconsin
$438K -$263K -10,071 -37%
TA
59
TrueWealth Advisors
Alabama
$434K -$3.57K -137 -0.8%
UPS
60
UHLMANN PRICE SECURITIES
Illinois
$392K +$394K +15,088 New
AAS
61
Avantax Advisory Services
Texas
$377K +$107K +4,117 +40%
WTFG
62
Wood Tarver Financial Group
Idaho
$370K +$730 +28 +0.2%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$352K – – –
IWM
64
IHT Wealth Management
Illinois
$332K +$333K +12,754 New
PWA
65
Peterson Wealth Advisors
Utah
$316K +$10.8K +414 +4%
IAIM
66
International Assets Investment Management
Florida
$308K – – –
TFS
67
Thoroughbred Financial Services
Tennessee
$300K – – –
FHC
68
First Heartland Consultants
Missouri
$294K +$294K +11,284 New
Citadel Advisors
69
Citadel Advisors
Florida
$289K +$290K +11,118 New
SCM
70
Saxony Capital Management
Missouri
$264K – – –
Cerity Partners
71
Cerity Partners
New York
$260K +$261K +10,000 New
CAL
72
Capital Analysts LLC
Pennsylvania
$255K – – –
LA
73
Lakeside Advisors
Washington
$247K +$248K +9,500 New
Baird Financial Group
74
Baird Financial Group
Wisconsin
$242K +$243K +9,300 New
VWA
75
Visionary Wealth Advisors
Illinois
$223K +$224K +8,572 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.