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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
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
SPIA
26
Steward Partners Investment Advisory
New York
$2.44M
BCI
27
Brinker Capital Investments
Pennsylvania
$2.33M
BWG
28
Beta Wealth Group
California
$2.31M
SW
29
Simplicity Wealth
New Jersey
$2.25M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.93M
PS
31
Principal Securities
Iowa
$1.87M
RHP
32
Royal Harbor Partners
Texas
$1.77M
Jane Street
33
Jane Street
New York
$1.71M
KNFPWM
34
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M
CCA
35
Cottonwood Capital Advisors
Utah
$1.63M
EWA
36
EverSource Wealth Advisors
Alabama
$1.61M
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.6M
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.59M
STA
39
Smith Thornton Advisors
Alabama
$1.54M
BEI
40
Benjamin Edwards Inc
Missouri
$1.51M
GVAG
41
Great Valley Advisor Group
Delaware
$1.37M
GWM
42
Geneos Wealth Management
Colorado
$1.25M
SG
43
StoneX Group
New York
$1.15M
AA
44
Armis Advisers
Georgia
$1.11M
CWS
45
Confluence Wealth Services
Pennsylvania
$1.1M
WS
46
Wedbush Securities
California
$851K
JCM
47
Jacobi Capital Management
Pennsylvania
$831K
SFA
48
Souders Financial Advisors
Ohio
$761K
ASN
49
Advisory Services Network
Georgia
$735K
AWS
50
Atria Wealth Solutions
New York
$715K