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Capital Group Short Duration Municipal Income ETF

55 hedge funds and large institutions have $415M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
55
Holders Change
+23
Holders Change %
+71.88%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
25
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
26
Benjamin Edwards Inc
Missouri
$806K +$806K +30,687 New
AWS
27
Atria Wealth Solutions
New York
$784K +$784K +29,851 New
CGPCS
28
Capital Group Private Client Services
California
$772K +$578 +22 +0.1%
CWS
29
Confluence Wealth Services
Pennsylvania
$598K +$598K +22,786 New
JCM
30
Jacobi Capital Management
Pennsylvania
$569K +$342K +13,042 +151%
CFGS
31
Concourse Financial Group Securities
Alabama
$550K +$6.2K +236 +1%
KAS
32
Kestra Advisory Services
Texas
$540K -$157K -5,990 -23%
KNFPWM
33
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$534K +$302K +11,487 +130%
DADC
34
D.A. Davidson & Co
Montana
$504K +$504K +19,190 New
SW
35
Simplicity Wealth
New Jersey
$465K +$465K +17,713 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$463K +$226K +8,603 +95%
WS
37
Wedbush Securities
California
$382K +$382K +14,547 New
TA
38
TrueWealth Advisors
Alabama
$374K +$75.6K +2,880 +25%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$356K
PWA
40
Peterson Wealth Advisors
Utah
$283K +$17.8K +679 +7%
TWP
41
Tempus Wealth Planning
California
$270K +$36.8K +1,402 +16%
SCM
42
Saxony Capital Management
Missouri
$268K +$2K +76 +0.8%
GLA
43
Good Life Advisors
Pennsylvania
$266K +$266K +10,144 New
AAS
44
Avantax Advisory Services
Texas
$252K +$252K +9,601 New
CIS
45
Continental Investors Services
Washington
$219K +$219K +8,336 New
AF
46
Advisornet Financial
Minnesota
$103K +$604 +23 +0.6%
WWP
47
WR Wealth Planners
Missouri
$69.8K +$7.46K +284 +12%
CFB
48
Cullen/Frost Bankers
Texas
$37.9K +$37.9K +1,444 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$34.6K +$34.6K +1,317 New
Jones Financial Companies
50
Jones Financial Companies
Missouri
$13.1K +$13.1K +500 New