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Capital Group Short Duration Municipal Income ETF
CGSM

98 hedge funds and large institutions have $631M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more funds holding

Funds holding: 83 → 98 (+15)

10% more capital invested

Capital invested by funds: $571M → $631M (+$59.9M)

0.75% less ownership

Funds ownership: 89.63% → 88.88% (-0.75%)

Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
46
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.4M
2
CGPCS
Capital Group Private Client Services
California
+$6.87M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.38M
4
LPL Financial
LPL Financial
California
+$4.44M
5
KAS
Kestra Advisory Services
Texas
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.33M
2
BWG
Beta Wealth Group
California
-$3.71M
3
Betterment LLC
Betterment LLC
New York
-$3.03M
4
Capital International Investors
Capital International Investors
California
-$2.52M
5
OMC
Old Mission Capital
Illinois
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
76
Lakeside Advisors
Washington
$248K – – –
HIM
77
Hanlon Investment Management
New Jersey
$241K +$240K +9,243 New
IWM
78
IHT Wealth Management
Illinois
$232K -$100K -3,860 -30%
VWA
79
Visionary Wealth Advisors
Illinois
$227K +$2.93K +113 +1%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$210K +$209K +8,038 New
TSS
81
Two Sigma Securities
New York
$204K +$203K +7,808 New
CIAS
82
Capital Investment Advisory Services
North Carolina
$125K +$125K +4,800 New
AF
83
Advisornet Financial
Minnesota
$107K -$14.3K -551 -12%
AAS
84
Ameritas Advisory Services
Nebraska
$71.6K +$71.2K +2,745 New
FHA
85
First Horizon Advisors
Tennessee
$69.7K +$2.36K +91 +4%
NS
86
NBC Securities
Alabama
$57K +$23.1K +891 +68%
SN
87
Sittner & Nelson
Oregon
$52.2K +$51.9K +2,000 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$50.9K – – –
EWA
89
EQ Wealth Advisors
Texas
$30.1K – – –
GRP
90
Global Retirement Partners
California
$29.3K +$29.2K +1,125 New
Comerica Bank
91
Comerica Bank
Texas
$22.2K +$22.1K +853 New
TRCT
92
Tower Research Capital (TRC)
New York
$14.3K +$14.3K +550 New
CFD
93
Creative Financial Designs
Indiana
$11.3K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$8.4K -$6.33M -244,041 -100%
AF
95
Allworth Financial
California
$6.1K -$7.81K -301 -56%
IA
96
IFP Advisors
Florida
$4.34K +$4.33K +167 New
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$2.6K +$2.6K +100 New
Russell Investments Group
98
Russell Investments Group
United Kingdom
$26 +$26 +1 New
OMC
99
Old Mission Capital
Illinois
– -$1.38M -53,024 Closed
EC
100
Elequin Capital
New York
– -$904K -34,747 Closed
1 2 3
4
5

CGSM Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q2 2025, worth a combined $631M — up 10% from $571M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CGSM positions and 5 closed out — a net gain of 16 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.4M. The largest seller was JP Morgan Chase, cutting an estimated $6.33M.

  • 98 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q2 2025, up from 83 in Q1 2025.
  • Funds reported $631M of Capital Group Short Duration Municipal Income ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 21 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q2 2025 and 5 closed out, a net change of +16 holders.
  • The largest Capital Group Short Duration Municipal Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $23.4M added.
  • The largest Capital Group Short Duration Municipal Income ETF seller in Q2 2025 was JP Morgan Chase, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2025.