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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
Capital International Investors
1
Capital International Investors
California
$343M +$3.3M +125,134 +1%
Morgan Stanley
2
Morgan Stanley
New York
$74.5M +$1.27M +48,078 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$69.7M +$12.8M +485,216 +22%
LPL Financial
4
LPL Financial
California
$41.9M +$8.45M +320,323 +25%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$22.7M +$1.52M +57,547 +7%
CGPCS
6
Capital Group Private Client Services
California
$20.5M +$3.51M +133,075 +21%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$18.5M +$3.76M +142,689 +26%
Wells Fargo
8
Wells Fargo
California
$16.2M +$4.65M +176,250 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.6M +$254K +9,641 +2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$10.2M +$2.32M +87,969 +29%
MML Investors Services
11
MML Investors Services
Massachusetts
$10.2M +$975K +36,966 +11%
Truist Financial
12
Truist Financial
North Carolina
$10.2M +$7.37M +279,654 +261%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$9.42M +$5.54M +210,171 +142%
Raymond James Financial
14
Raymond James Financial
Florida
$9.06M +$1.54M +58,554 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.76M +$517K +19,603 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.16M +$1.73M +65,570 +32%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$6.08M +$310K +11,746 +5%
IW
18
Integrated Wealthcare
North Carolina
$5.15M +$5.16M +195,551 New
SPIA
19
Steward Partners Investment Advisory
New York
$4.71M +$471K +17,857 +11%
FCG
20
Financial Connections Group
California
$4.67M -$48.1K -1,826 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.64M +$56.6K +2,145 +1%
PS
22
Principal Securities
Iowa
$4.52M +$1.93M +73,179 +74%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$4.34M +$285K +10,800 +7%
HTWM
24
Hartmann Taylor Wealth Management
Texas
$4.34M +$546K +20,694 +14%
PAG
25
Private Advisor Group
New Jersey
$3.94M +$476K +18,064 +14%
1
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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.