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Capital Group Short Duration Municipal Income ETF

131 hedge funds and large institutions have $824M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
CFB
76
Cullen/Frost Bankers
Texas
$730K
VWA
77
Visionary Wealth Advisors
Illinois
$711K
GWP
78
Gateway Wealth Partners
Wisconsin
$674K
SWP
79
Stratos Wealth Partners
Ohio
$671K
PFS
80
Prospera Financial Services
Texas
$665K
PWA
81
Peterson Wealth Advisors
Utah
$605K
RMP
82
Richards, Merrill & Peterson
Washington
$549K
UPS
83
UHLMANN PRICE SECURITIES
Illinois
$514K
APA
84
Astoria Portfolio Advisors
New York
$506K
HI
85
Harbour Investments
Wisconsin
$469K
WIA
86
World Investment Advisors
California
$458K
IAIM
87
International Assets Investment Management
Florida
$414K
Stifel Financial
88
Stifel Financial
Missouri
$401K
IWC
89
Integrated Wealth Concepts
Massachusetts
$395K
TA
90
TrueWealth Advisors
Alabama
$386K
WTFG
91
Wood Tarver Financial Group
Idaho
$377K
AWM
92
Axxcess Wealth Management
California
$375K
EH
93
Equitable Holdings
New York
$347K
SI
94
Stephens Inc
Arkansas
$344K
FHC
95
First Heartland Consultants
Missouri
$337K
JDLA
96
J. Derek Lewis & Associates
California
$328K
HIM
97
Hanlon Investment Management
New Jersey
$324K
EC
98
Elequin Capital
New York
$312K
SB
99
Strategic Blueprint
Georgia
$311K
IA
100
IFP Advisors
Florida
$306K