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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
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$1.46M +$153K +5,818 +12%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.46M +$1.46M +55,429 New
AA
53
Armis Advisers
Georgia
$1.42M -$463K -17,552 -25%
FH
54
FWG Holdings
Florida
$1.4M +$1.39M +52,852 New
NA
55
NewEdge Advisors
Louisiana
$1.36M +$135K +5,106 +11%
CWS
56
Confluence Wealth Services
Pennsylvania
$1.24M -$24.1K -913 -2%
JWM
57
JHP Wealth Management
Colorado
$1.23M +$1.23M +46,820 New
BEI
58
Benjamin Edwards Inc
Missouri
$1.19M -$2.13M -80,766 -64%
BEW
59
Burton Enright Welch
California
$1.12M +$30.1K +1,142 +3%
TFA
60
Transamerica Financial Advisors
Florida
$1.06M +$130K +4,924 +14%
WS
61
Wedbush Securities
California
$1.02M +$17.2K +653 +2%
GWS
62
Greykasell Wealth Strategies
California
$1.01M +$506K +19,196 +100%
SFS
63
Sunrise Financial Services
Washington
$982K +$983K +37,278 New
AWM
64
Aprio Wealth Management
Georgia
$981K +$982K +37,250 New
Natixis Advisors
65
Natixis Advisors
Massachusetts
$972K +$973K +36,920 New
DADC
66
D.A. Davidson & Co
Montana
$950K +$202K +7,651 +27%
Jane Street
67
Jane Street
New York
$928K -$298K -11,300 -24%
ASN
68
Advisory Services Network
Georgia
$909K – – –
USCWA
69
U.S. Capital Wealth Advisors
Texas
$876K +$490K +18,595 +127%
AWA
70
Acorn Wealth Advisors
Michigan
$863K +$864K +32,777 New
LC
71
Landaas & Company
Wisconsin
$822K +$574K +21,779 +231%
GS
72
GWN Securities
Florida
$794K +$212K +8,058 +37%
Goldman Sachs
73
Goldman Sachs
New York
$774K +$102K +3,878 +15%
SFA
74
Souders Financial Advisors
Ohio
$768K – – –
Cerity Partners
75
Cerity Partners
New York
$753K +$754K +28,602 New
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.