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Capital Group Short Duration Municipal Income ETF

97 hedge funds and large institutions have $627M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
44
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.44M +$2.44M +93,423 New
BCI
27
Brinker Capital Investments
Pennsylvania
$2.33M +$34.6K +1,325 +2%
BWG
28
Beta Wealth Group
California
$2.31M -$3.73M -142,974 -62%
SW
29
Simplicity Wealth
New Jersey
$2.25M +$1.58M +60,439 +235%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.93M -$414K -15,888 -18%
PS
31
Principal Securities
Iowa
$1.87M +$509K +19,519 +38%
RHP
32
Royal Harbor Partners
Texas
$1.77M
Jane Street
33
Jane Street
New York
$1.71M -$1.36M -52,086 -44%
KNFPWM
34
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M +$724K +27,767 +74%
CCA
35
Cottonwood Capital Advisors
Utah
$1.63M +$569K +21,810 +53%
EWA
36
EverSource Wealth Advisors
Alabama
$1.61M +$532K +20,404 +49%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.6M -$418K -16,029 -21%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.59M +$1.34M +51,500 +554%
STA
39
Smith Thornton Advisors
Alabama
$1.54M +$115K +4,400 +8%
BEI
40
Benjamin Edwards Inc
Missouri
$1.51M +$729K +27,956 +94%
GVAG
41
Great Valley Advisor Group
Delaware
$1.37M +$562K +21,561 +69%
GWM
42
Geneos Wealth Management
Colorado
$1.25M -$311K -11,923 -20%
SG
43
StoneX Group
New York
$1.15M +$1.15M +44,222 New
AA
44
Armis Advisers
Georgia
$1.11M +$103K +3,930 +10%
CWS
45
Confluence Wealth Services
Pennsylvania
$1.1M +$50K +1,918 +5%
WS
46
Wedbush Securities
California
$851K +$13.5K +516 +2%
JCM
47
Jacobi Capital Management
Pennsylvania
$831K +$6.42K +246 +0.8%
SFA
48
Souders Financial Advisors
Ohio
$761K +$101K +3,866 +15%
ASN
49
Advisory Services Network
Georgia
$735K +$735K +28,135 New
AWS
50
Atria Wealth Solutions
New York
$715K -$472K -18,110 -40%