We are live on ! Find out more
CGSM icon

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
IA
101
IFP Advisors
Florida
$306K +$195K +7,386 +175%
LA
102
Lakeside Advisors
Washington
$303K +$52.7K +2,000 +21%
TWP
103
Tempus Wealth Planning
California
$296K +$297K +11,256 New
IWM
104
IHT Wealth Management
Illinois
$223K – – –
TFS
105
Thoroughbred Financial Services
Tennessee
$223K -$101K -3,829 -31%
SFGP
106
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$221K – – –
FFA
107
Florida Financial Advisors
Florida
$217K +$1.37K +52 +0.6%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$215K – – –
AWE
109
Avidian Wealth Enterprises
Texas
$211K – – –
SFC
110
SYM Financial Corp
Indiana
$204K +$204K +7,739 New
LWM
111
LongView Wealth Management
Georgia
$204K – – –
FHA
112
Flagship Harbor Advisors
Massachusetts
$203K +$1.61K +61 +0.8%
CIAS
113
Capital Investment Advisory Services
North Carolina
$184K +$39.5K +1,500 +27%
GWM
114
Geneos Wealth Management
Colorado
$170K +$50.1K +1,900 +42%
AF
115
Advisornet Financial
Minnesota
$110K +$870 +33 +0.8%
NS
116
NBC Securities
Alabama
$76.7K +$4.83K +183 +7%
AF
117
Allworth Financial
California
$60K – – –
CA
118
CoreCap Advisors
Michigan
$58.2K +$58.2K +2,209 New
JP Morgan Chase
119
JP Morgan Chase
New York
$57.5K +$14.3K +542 +33%
GRP
120
Global Retirement Partners
California
$53.9K -$8.86K -336 -14%
LWM
121
Lodestone Wealth Management
Washington
$51.4K +$51.4K +1,950 New
PTC
122
Private Trust Company
Ohio
$50K +$50.1K +1,900 New
CAL
123
Capital Analysts LLC
Pennsylvania
$49K +$2.87K +109 +6%
AWM
124
AE Wealth Management
Kansas
$45.6K +$45.7K +1,732 New
Comerica Bank
125
Comerica Bank
Texas
$44.9K -$33.4K -1,268 -43%
2 3 4
5
6

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.