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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$18.2M |
| 2 |
Morgan Stanley
New York
|
+$12.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.9M |
| 5 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PW
PUREfi Wealth
Boston,
Massachusetts
|
-$8.76M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$3.91M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.72M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.14M |
| 5 |
Betterment LLC
New York
|
-$679K |
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.