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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
EFG
76
Embree Financial Group
Illinois
$342K
IWC
77
Integrated Wealth Concepts
Massachusetts
$341K
TFS
78
Thoroughbred Financial Services
Tennessee
$325K
SI
79
Stephens Inc
Arkansas
$315K
GWP
80
Gateway Wealth Partners
Wisconsin
$291K
HIM
81
Hanlon Investment Management
New Jersey
$284K
FTUS
82
Flow Traders U.S.
New York
$280K
Stifel Financial
83
Stifel Financial
Missouri
$256K
LA
84
Lakeside Advisors
Washington
$250K
LC
85
Landaas & Company
Wisconsin
$249K
SCM
86
Saxony Capital Management
Missouri
$247K
IWM
87
IHT Wealth Management
Illinois
$223K
SFG
88
Stonebridge Financial Group
Pennsylvania
$222K
FFA
89
Florida Financial Advisors
Florida
$216K
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$215K
AWE
91
Avidian Wealth Enterprises
Texas
$211K
LWM
92
LongView Wealth Management
Georgia
$203K
FHA
93
Flagship Harbor Advisors
Massachusetts
$201K
CIAS
94
Capital Investment Advisory Services
North Carolina
$145K
GWM
95
Geneos Wealth Management
Colorado
$120K
IA
96
IFP Advisors
Florida
$112K
AF
97
Advisornet Financial
Minnesota
$109K
Comerica Bank
98
Comerica Bank
Texas
$78.4K
NS
99
NBC Securities
Alabama
$72K
GRP
100
Global Retirement Partners
California
$62.8K