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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.

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 Market Value Shares Shares
Change
Shares
Change %
TPFL
51
Tribridge Partners Financial LLC
Maryland
$700K 26,848 +26,848 New
Wells Fargo
52
Wells Fargo
California
$679K 26,054 +26,054 New
PFS
53
Prospera Financial Services
Texas
$659K 25,254
DADC
54
D.A. Davidson & Co
Montana
$640K 24,555 +4,800 +24%
SEI Investments
55
SEI Investments
Pennsylvania
$606K 23,254 +23,254 New
JWCA
56
J.W. Cole Advisors
Florida
$559K 21,415 +21,415 New
P
57
&Partners
Tennessee
$551K 19,830 +19,830 New
GS
58
GWN Securities
Florida
$527K 20,199 +12,213 +153%
RMP
59
Richards, Merrill & Peterson
Washington
$493K 18,900
OHWA
60
Oak Hill Wealth Advisors
Virginia
$481K 18,434 -5,638 -23%
CFB
61
Cullen/Frost Bankers
Texas
$473K 18,139 +12 +0.1%
AAS
62
Avantax Advisory Services
Texas
$466K 17,884 +3,387 +23%
HI
63
Harbour Investments
Wisconsin
$439K 16,831
UPS
64
UHLMANN PRICE SECURITIES
Illinois
$423K 16,213 +1,125 +7%
IAIM
65
International Assets Investment Management
Florida
$409K 15,700 +3,875 +33%
WTFG
66
Wood Tarver Financial Group
Idaho
$371K 14,253 +30 +0.2%
TA
67
TrueWealth Advisors
Alabama
$368K 14,116 -2,559 -15%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$353K 13,550
GWP
69
Gateway Wealth Partners
Wisconsin
$326K 12,513 +12,513 New
FHC
70
First Heartland Consultants
Missouri
$325K 12,470 +1,186 +11%
SI
71
Stephens Inc
Arkansas
$313K 11,995 -31,860 -73%
TFS
72
Thoroughbred Financial Services
Tennessee
$301K 11,569
PWA
73
Peterson Wealth Advisors
Utah
$287K 11,009 -1,178 -10%
SCM
74
Saxony Capital Management
Missouri
$265K 10,158
LA
75
Lakeside Advisors
Washington
$248K 9,500