We are live on ! Find out more
CGSM icon

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
TPF
51
Tribridge Partners Financial
Maryland
$1.2M +$493K +18,780 +70%
OMC
52
Old Mission Capital
Illinois
$1.09M +$1.09M +41,439 New
BEW
53
Burton Enright Welch
California
$1.09M +$153K +5,833 +16%
WS
54
Wedbush Securities
California
$1.01M +$148K +5,621 +17%
EC
55
Elequin Capital
New York
$965K +$962K +36,627 New
TFA
56
Transamerica Financial Advisors
Florida
$932K +$928K +35,352 New
ASN
57
Advisory Services Network
Georgia
$909K +$167K +6,367 +23%
SFA
58
Souders Financial Advisors
Ohio
$769K – – –
DADC
59
D.A. Davidson & Co
Montana
$749K +$102K +3,865 +16%
CFB
60
Cullen/Frost Bankers
Texas
$728K +$249K +9,475 +52%
VWA
61
Visionary Wealth Advisors
Illinois
$718K +$487K +18,554 +214%
OHWA
62
Oak Hill Wealth Advisors
Virginia
$700K +$213K +8,119 +44%
Goldman Sachs
63
Goldman Sachs
New York
$673K +$670K +25,522 New
PFS
64
Prospera Financial Services
Texas
$666K – – –
PWA
65
Peterson Wealth Advisors
Utah
$630K +$339K +12,893 +117%
GS
66
GWN Securities
Florida
$582K +$49.2K +1,874 +9%
SWP
67
Stratos Wealth Partners
Ohio
$571K +$569K +21,680 New
RMP
68
Richards, Merrill & Peterson
Washington
$525K +$26.3K +1,000 +5%
UPS
69
UHLMANN PRICE SECURITIES
Illinois
$510K +$82.4K +3,139 +19%
GWS
70
Greykasell Wealth Strategies
California
$508K +$507K +19,290 New
HI
71
Harbour Investments
Wisconsin
$469K +$25.1K +956 +6%
TA
72
TrueWealth Advisors
Alabama
$411K +$39K +1,484 +11%
IAIM
73
International Assets Investment Management
Florida
$410K – – –
USCWA
74
U.S. Capital Wealth Advisors
Texas
$387K +$29.7K +1,130 +8%
WTFG
75
Wood Tarver Financial Group
Idaho
$376K +$788 +30 +0.2%
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.