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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
SFA
51
Souders Financial Advisors
Ohio
$658K
PFS
52
Prospera Financial Services
Texas
$657K
OHWA
53
Oak Hill Wealth Advisors
Virginia
$626K
DADC
54
D.A. Davidson & Co
Montana
$514K
RMP
55
Richards, Merrill & Peterson
Washington
$492K
CFB
56
Cullen/Frost Bankers
Texas
$471K
HI
57
Harbour Investments
Wisconsin
$438K
TA
58
TrueWealth Advisors
Alabama
$434K
UPS
59
UHLMANN PRICE SECURITIES
Illinois
$392K
AAS
60
Avantax Advisory Services
Texas
$377K
WTFG
61
Wood Tarver Financial Group
Idaho
$370K
USCWA
62
U.S. Capital Wealth Advisors
Texas
$352K
IWM
63
IHT Wealth Management
Illinois
$332K
PWA
64
Peterson Wealth Advisors
Utah
$316K
IAIM
65
International Assets Investment Management
Florida
$308K
TFS
66
Thoroughbred Financial Services
Tennessee
$300K
FHC
67
First Heartland Consultants
Missouri
$294K
Citadel Advisors
68
Citadel Advisors
Florida
$289K
SCM
69
Saxony Capital Management
Missouri
$264K
Cerity Partners
70
Cerity Partners
New York
$260K
CAL
71
Capital Analysts LLC
Pennsylvania
$255K
LA
72
Lakeside Advisors
Washington
$247K
Baird Financial Group
73
Baird Financial Group
Wisconsin
$242K
VWA
74
Visionary Wealth Advisors
Illinois
$223K
GS
75
GWN Securities
Florida
$208K