Capital Group Short Duration Municipal Income
CGSM • ARCA
Capital Group Short Duration Municipal Income is an exchange-traded fund on ARCA. As of Q3 2025, 110 institutional investors hold shares in this ETF, with total holdings valued at $730.6M. Capital International Investors is the largest holder with a position valued at $340.1M.
Overview
Overview of institutional ownership in CGSM as of Q3 2025
All Institutions
- Institutions
- 110
- Value Held
- $730.6M
- Shares Held
- 27.7M
- Avg Position
- $6.6M
- Median Position
- $920.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $965.5K
- Shares Held
- 36.6K
- Avg Position
- $965.5K
- Median Position
- $965.5K
Biggest Investors
Institutions with the largest positions in CGSM as of Q3 2025
| Institution | Position Value |
|---|---|
C Capital International Investors Institution | $340.1M 0.06% of portfolio |
 MORGAN STANLEY RIA/Wealth | $73.3M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $57.0M 0.02% of portfolio |
L LPL Financial LLC Institution | $33.4M 0.01% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $21.2M 0.04% of portfolio |
C | $17.0M 0.29% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $14.7M 0.02% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $11.6M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.3M 0.01% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $9.2M 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CGSM in Q3 2025
- Traded
- +$95.5M
- Buyers
- 85
- Sellers
- 22
- Total Bought
- +$116.0M
- Total Sold
- −$20.5M
- Avg Position
- $6.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C Capital International Investors Institution | +$18.3M +694.6K shares |
MORGAN STANLEY RIA/Wealth | +$12.2M +462.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$12.0M +454.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$10.9M +413.9K shares |
C | +$7.9M +300.8K shares |
L LPL Financial LLC Institution | +$7.8M +296.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$4.8M +180.6K shares |
Cetera Investment Advisers RIA/Wealth | +$3.9M +147.6K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$3.1M +117.9K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$2.0M +74.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 PUREfi Wealth, LLC RIA/Wealth | −$8.8M −333.6K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$3.9M −148.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$3.7M −141.7K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$1.1M −43.3K shares |
 Betterment LLC RIA/Wealth | −$681.3K −25.8K shares |
J JANE STREET GROUP, LLC Institution | −$501.3K −19.0K shares |
 Simplicity Wealth,LLC RIA/Wealth | −$458.6K −17.4K shares |
 Beta Wealth Group, Inc. RIA/Wealth | −$350.7K −13.3K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$308.6K −11.7K shares |
T TWO SIGMA SECURITIES, LLC Institution | −$203.6K −7.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CGSM in Q3 2025
- New Positions
- 18
- New Value
- $6.4M
- Exited Positions
- 4
- Exited Value
- $248.1K
New Positions
| Institution | Position Value |
|---|---|
 Goss Wealth Management LLC RIA/Wealth | $1.2M 46.7K shares |
 Transamerica Financial Advisors, Inc. Institution | $931.9K 35.4K shares |
 GOLDMAN SACHS GROUP INC Institution | $672.8K 25.5K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | $571.5K 21.7K shares |
 Greykasell Wealth Strategies, Inc. RIA/Wealth | $508.5K 19.3K shares |
 Embree Financial Group RIA/Wealth | $342.1K 13.0K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | $340.6K 12.9K shares |
F FLOW TRADERS U.S. LLC Institution | $279.9K 10.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $255.6K 9.7K shares |
L LANDAAS & CO /WI /ADV Institution | $248.9K 9.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
T TWO SIGMA SECURITIES, LLC Institution | $203.6K 7.8K shares |
E EQ WEALTH ADVISORS, LLC RIA/Wealth | $30.1K 1.2K shares |
T Tower Research Capital LLC Institution | $14.3K 550.0 shares |
R Russell Investments Group, Ltd. RIA/Wealth | $26.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CGSM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CGSM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Hartmann Taylor Wealth Management, LLC RIA/Wealth | 2.73% $3.8M |
PUREfi Wealth, LLC RIA/Wealth | 1.99% $2.6M |
 Financial Connections Group, Inc. RIA/Wealth | 1.95% $4.7M |
C COTTONWOOD CAPITAL ADVISORS, LLC RIA/Wealth | 1.20% $1.6M |
 Royal Harbor Partners, LLC RIA/Wealth | 0.93% $2.7M |
Beta Wealth Group, Inc. RIA/Wealth | 0.83% $2.0M |
S Smith Thornton Advisors LLC RIA/Wealth | 0.83% $1.6M |
0.81% $2.2M | |
T Tribridge Partners Financial LLC RIA/Wealth | 0.55% $1.2M |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.31% $510.1K |
Hedge Fund Spotlight
Discover hedge funds investing in CGSM
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
Position in Capital Group Short Duration Municipal Income
- Market Value
- $965.5K
- Shares Held
- 36.6K
- Portfolio Weight
- 0.11%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
