Capital Group Short Duration Municipal Income ETF
CGSM
83 hedge funds and large institutions have $571M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
411% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 9
20% more funds holding
Funds holding: 69 → 83 (+14)
15% more capital invested
Capital invested by funds: $496M → $571M (+$74.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.09% less ownership
Funds ownership: 90.72% → 89.63% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.97M |
| 3 |
JP Morgan Chase
New York
|
+$6.34M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.56M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$704K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$263K |
| 3 |
PW
PUREfi Wealth
Boston,
Massachusetts
|
-$259K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$250K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$24.8K |
CGSM Hedge Fund Activity: Q1 2025 in Review
83 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q1 2025, worth a combined $571M — up 15% from $496M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CGSM positions and 3 closed out — a net gain of 16 holders — while 46 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Capital Group Private Client Services, cutting an estimated $704K.
- 83 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q1 2025, up from 69 in Q4 2024.
- Funds reported $571M of Capital Group Short Duration Municipal Income ETF stock for Q1 2025, up 15% quarter-over-quarter.
- 19 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q1 2025 and 3 closed out, a net change of +16 holders.
- The largest Capital Group Short Duration Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $21.6M added.
- The largest Capital Group Short Duration Municipal Income ETF seller in Q1 2025 was Capital Group Private Client Services, an estimated $704K sold.
Based on aggregated 13F filings for Q1 2025.