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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.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
CGPCS
26
Capital Group Private Client Services
California
$2.09M
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$2.02M
AssetMark Inc
28
AssetMark Inc
California
$1.92M
RHP
29
Royal Harbor Partners
Texas
$1.76M
KAS
30
Kestra Advisory Services
Texas
$1.58M
GWM
31
Geneos Wealth Management
Colorado
$1.55M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.45M
STA
33
Smith Thornton Advisors
Alabama
$1.42M
OMC
34
Old Mission Capital
Illinois
$1.38M
PS
35
Principal Securities
Iowa
$1.35M
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.29M
AWS
37
Atria Wealth Solutions
New York
$1.19M
SI
38
Stephens Inc
Arkansas
$1.14M
EWA
39
EverSource Wealth Advisors
Alabama
$1.07M
CCA
40
Cottonwood Capital Advisors
Utah
$1.06M
CWS
41
Confluence Wealth Services
Pennsylvania
$1.04M
AA
42
Armis Advisers
Georgia
$1M
Raymond James Financial
43
Raymond James Financial
Florida
$987K
KNFPWM
44
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$974K
EC
45
Elequin Capital
New York
$904K
WS
46
Wedbush Securities
California
$835K
JCM
47
Jacobi Capital Management
Pennsylvania
$823K
GVAG
48
Great Valley Advisor Group
Delaware
$808K
BEI
49
Benjamin Edwards Inc
Missouri
$776K
SW
50
Simplicity Wealth
New Jersey
$670K