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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
LA
101
Lakeside Advisors
Washington
$303K
TWP
102
Tempus Wealth Planning
California
$296K
IWM
103
IHT Wealth Management
Illinois
$223K
TFS
104
Thoroughbred Financial Services
Tennessee
$223K
SFGP
105
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$221K
FFA
106
Florida Financial Advisors
Florida
$217K
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$215K
AWE
108
Avidian Wealth Enterprises
Texas
$211K
SFC
109
SYM Financial Corp
Indiana
$204K
LWM
110
LongView Wealth Management
Georgia
$204K
FHA
111
Flagship Harbor Advisors
Massachusetts
$203K
CIAS
112
Capital Investment Advisory Services
North Carolina
$184K
GWM
113
Geneos Wealth Management
Colorado
$170K
AF
114
Advisornet Financial
Minnesota
$110K
NS
115
NBC Securities
Alabama
$76.7K
AF
116
Allworth Financial
California
$60K
CA
117
CoreCap Advisors
Michigan
$58.2K
JP Morgan Chase
118
JP Morgan Chase
New York
$57.5K
GRP
119
Global Retirement Partners
California
$53.9K
LWM
120
Lodestone Wealth Management
Washington
$51.4K
PTC
121
Private Trust Company
Ohio
$50K
CAL
122
Capital Analysts LLC
Pennsylvania
$49K
AWM
123
AE Wealth Management
Kansas
$45.6K
Comerica Bank
124
Comerica Bank
Texas
$44.9K
EWA
125
EQ Wealth Advisors
Texas
$30.4K