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Capital Group Short Duration Municipal Income ETF

110 hedge funds and large institutions have $731M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$340M
Morgan Stanley
2
Morgan Stanley
New York
$73.3M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57M
LPL Financial
4
LPL Financial
California
$33.4M
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$21.2M
CGPCS
6
Capital Group Private Client Services
California
$17M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$14.7M
Wells Fargo
8
Wells Fargo
California
$11.6M
Osaic Holdings
9
Osaic Holdings
Arizona
$10.3M
MML Investors Services
10
MML Investors Services
Massachusetts
$9.22M
Jones Financial Companies
11
Jones Financial Companies
Missouri
$7.93M
Raymond James Financial
12
Raymond James Financial
Florida
$7.53M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.25M
VAS
14
Vestmark Advisory Solutions
Massachusetts
$5.77M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.43M
FCG
16
Financial Connections Group
California
$4.72M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.58M
SPIA
18
Steward Partners Investment Advisory
New York
$4.24M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$4.05M
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.89M
HTWM
21
Hartmann Taylor Wealth Management
Texas
$3.8M
PAG
22
Private Advisor Group
New Jersey
$3.47M
BEI
23
Benjamin Edwards Inc
Missouri
$3.32M
AssetMark Inc
24
AssetMark Inc
California
$3.14M
BCI
25
Brinker Capital Investments
Pennsylvania
$3.13M