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Capital Group Short Duration Municipal Income ETF

111 hedge funds and large institutions have $732M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
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
FHC
76
First Heartland Consultants
Missouri
$345K
EFG
77
Embree Financial Group
Illinois
$342K
IWC
78
Integrated Wealth Concepts
Massachusetts
$341K
TFS
79
Thoroughbred Financial Services
Tennessee
$325K
SI
80
Stephens Inc
Arkansas
$315K
GWP
81
Gateway Wealth Partners
Wisconsin
$291K
HIM
82
Hanlon Investment Management
New Jersey
$284K
FTUS
83
Flow Traders U.S.
New York
$280K
Stifel Financial
84
Stifel Financial
Missouri
$256K
LA
85
Lakeside Advisors
Washington
$250K
LC
86
Landaas & Company
Wisconsin
$249K
SCM
87
Saxony Capital Management
Missouri
$247K
IWM
88
IHT Wealth Management
Illinois
$223K
SFGP
89
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$222K
FFA
90
Florida Financial Advisors
Florida
$216K
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$215K
AWE
92
Avidian Wealth Enterprises
Texas
$211K
LWM
93
LongView Wealth Management
Georgia
$203K
FHA
94
Flagship Harbor Advisors
Massachusetts
$201K
CIAS
95
Capital Investment Advisory Services
North Carolina
$145K
GWM
96
Geneos Wealth Management
Colorado
$120K
IA
97
IFP Advisors
Florida
$112K
AF
98
Advisornet Financial
Minnesota
$109K
Comerica Bank
99
Comerica Bank
Texas
$78.4K
NS
100
NBC Securities
Alabama
$72K