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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.4M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$6.87M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$5.38M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.44M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.33M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$3.71M |
| 3 |
Betterment LLC
New York
|
-$3.03M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$2.52M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citadel Advisors
Miami,
Florida
| – | -$289K | -11,118 | Closed |
|
102
Cerity Partners
New York
| – | -$260K | -10,000 | Closed |
|
|
CAL
103
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$255K | -9,795 | Closed |
|
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.