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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.45M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$7.37M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$2.13M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.09M |
| 3 |
EC
Elequin Capital
New York
|
-$653K |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$463K |
| 5 |
EFG
Embree Financial Group
Chicago,
Illinois
|
-$342K |
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.