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Capital Group Short Duration Municipal Income ETF

82 hedge funds and large institutions have $570M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
45
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
26
Capital Group Private Client Services
California
$2.09M 80,229 -26,973 -25%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$2.02M 77,482 -9,603 -11%
AssetMark Inc
28
AssetMark Inc
California
$1.92M 73,775 +1,675 +2%
RHP
29
Royal Harbor Partners
Texas
$1.76M 67,684
KAS
30
Kestra Advisory Services
Texas
$1.58M 60,595 +18,328 +43%
GWM
31
Geneos Wealth Management
Colorado
$1.55M 59,734 +59,734 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.45M 55,731 +55,731 New
STA
33
Smith Thornton Advisors
Alabama
$1.42M 54,490 +5,480 +11%
OMC
34
Old Mission Capital
Illinois
$1.38M 53,024 +24,643 +87%
PS
35
Principal Securities
Iowa
$1.35M 52,050
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.29M 49,626 +36,074 +266%
AWS
37
Atria Wealth Solutions
New York
$1.19M 45,534 +6,822 +18%
SI
38
Stephens Inc
Arkansas
$1.14M 43,855 -950 -2%
EWA
39
EverSource Wealth Advisors
Alabama
$1.07M 41,312 -153 -0.4%
CCA
40
Cottonwood Capital Advisors
Utah
$1.06M 40,821 +40,821 New
CWS
41
Confluence Wealth Services
Pennsylvania
$1.04M 40,341
AA
42
Armis Advisers
Georgia
$1M 38,677 +38,677 New
Raymond James Financial
43
Raymond James Financial
Florida
$987K 37,948 +21,730 +134%
KNFPWM
44
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$974K 37,460 +3,993 +12%
EC
45
Elequin Capital
New York
$904K 34,747 +34,747 New
WS
46
Wedbush Securities
California
$835K 32,119 +584 +2%
JCM
47
Jacobi Capital Management
Pennsylvania
$823K 31,637 +9,763 +45%
GVAG
48
Great Valley Advisor Group
Delaware
$808K 31,081 +17,130 +123%
BEI
49
Benjamin Edwards Inc
Missouri
$776K 29,843 +1,004 +3%
SW
50
Simplicity Wealth
New Jersey
$670K 25,769 +25,769 New