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Capital Group Short Duration Municipal Income ETF

110 hedge funds and large institutions have $731M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
TPF
51
Tribridge Partners Financial
Maryland
$1.2M
OMC
52
Old Mission Capital
Illinois
$1.09M
WS
53
Wedbush Securities
California
$1.01M
EC
54
Elequin Capital
New York
$965K
TFA
55
Transamerica Financial Advisors
Florida
$932K
ASN
56
Advisory Services Network
Georgia
$909K
SFA
57
Souders Financial Advisors
Ohio
$769K
DADC
58
D.A. Davidson & Co
Montana
$749K
CFB
59
Cullen/Frost Bankers
Texas
$728K
VWA
60
Visionary Wealth Advisors
Illinois
$718K
OHWA
61
Oak Hill Wealth Advisors
Virginia
$700K
Goldman Sachs
62
Goldman Sachs
New York
$673K
PFS
63
Prospera Financial Services
Texas
$666K
PWA
64
Peterson Wealth Advisors
Utah
$630K
GS
65
GWN Securities
Florida
$582K
SWP
66
Stratos Wealth Partners
Ohio
$571K
RMP
67
Richards, Merrill & Peterson
Washington
$525K
UPS
68
UHLMANN PRICE SECURITIES
Illinois
$510K
GWS
69
Greykasell Wealth Strategies
California
$508K
HI
70
Harbour Investments
Wisconsin
$469K
TA
71
TrueWealth Advisors
Alabama
$411K
IAIM
72
International Assets Investment Management
Florida
$410K
USCWA
73
U.S. Capital Wealth Advisors
Texas
$387K
WTFG
74
Wood Tarver Financial Group
Idaho
$376K
FHC
75
First Heartland Consultants
Missouri
$345K