Capital Group Short Duration Municipal Income ETF
CGSM
162 hedge funds and large institutions have $1.32B invested in Capital Group Short Duration Municipal Income ETF in 2026 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 91 increasing their positions, 27 reducing their positions, and 11 closing their positions.
237% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 27
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more capital invested
Capital invested by funds: $955M → $1.32B (+$368M)
9% more funds holding
Funds holding: 148 → 162 (+14)
5.98% more ownership
Funds ownership: 86.51% → 92.49% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$276M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$13.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.36M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.63M |
| 2 |
Morgan Stanley
New York
|
-$2.93M |
| 3 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$2.92M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.8M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.47M |
CGSM Hedge Fund Activity: Q2 2026 in Review
162 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q2 2026, worth a combined $1.32B — up 39% from $955M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CGSM positions and 11 closed out — a net gain of 17 holders — while 91 added to existing stakes and 27 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $276M. The largest seller was Jane Street, exiting entirely with an estimated $3.63M sold.
- 162 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q2 2026, up from 148 in Q1 2026.
- Funds reported $1.32B of Capital Group Short Duration Municipal Income ETF stock for Q2 2026, up 39% quarter-over-quarter.
- 28 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q2 2026 and 11 closed out, a net change of +17 holders.
- The largest Capital Group Short Duration Municipal Income ETF buyer in Q2 2026 was Northwestern Mutual Wealth Management, an estimated $276M added.
- The largest Capital Group Short Duration Municipal Income ETF seller in Q2 2026 was Jane Street, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2026.