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
FHC
76
First Heartland Consultants
Missouri
$345K +$16.4K +625 +5%
EFG
77
Embree Financial Group
Illinois
$342K +$341K +12,977 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$341K +$339K +12,922 New
TFS
79
Thoroughbred Financial Services
Tennessee
$325K +$20K +761 +7%
SI
80
Stephens Inc
Arkansas
$315K -$1.45K -55 -0.5%
GWP
81
Gateway Wealth Partners
Wisconsin
$291K -$38.8K -1,476 -12%
HIM
82
Hanlon Investment Management
New Jersey
$284K +$39.9K +1,521 +16%
FTUS
83
Flow Traders U.S.
New York
$280K +$279K +10,617 New
Stifel Financial
84
Stifel Financial
Missouri
$256K +$255K +9,697 New
LA
85
Lakeside Advisors
Washington
$250K – – –
LC
86
Landaas & Company
Wisconsin
$249K +$248K +9,441 New
SCM
87
Saxony Capital Management
Missouri
$247K -$20.7K -790 -8%
IWM
88
IHT Wealth Management
Illinois
$223K -$11.2K -425 -5%
SFGP
89
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$222K +$221K +8,409 New
FFA
90
Florida Financial Advisors
Florida
$216K +$215K +8,202 New
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$215K +$3.49K +133 +2%
AWE
92
Avidian Wealth Enterprises
Texas
$211K +$210K +8,000 New
LWM
93
LongView Wealth Management
Georgia
$203K +$202K +7,700 New
FHA
94
Flagship Harbor Advisors
Massachusetts
$201K +$201K +7,636 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$145K +$18.4K +700 +15%
GWM
96
Geneos Wealth Management
Colorado
$120K -$1.14M -43,260 -90%
IA
97
IFP Advisors
Florida
$112K +$107K +4,063 +2,433%
AF
98
Advisornet Financial
Minnesota
$109K +$840 +32 +0.8%
Comerica Bank
99
Comerica Bank
Texas
$78.4K +$55.7K +2,120 +249%
NS
100
NBC Securities
Alabama
$72K +$13.8K +526 +24%
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.