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Capital Group Short Duration Municipal Income ETF

32 hedge funds and large institutions have $28.1M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+13
Holders Change %
+68.42%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWG
1
Beta Wealth Group
California
$4.85M 188,232 +5,489 +3%
Morgan Stanley
2
Morgan Stanley
New York
$3.75M 145,780 +117,583 +417%
Capital International Investors
3
Capital International Investors
California
$3.09M 120,000 -678,000 -85%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.78M 69,191 +25,362 +58%
RHP
5
Royal Harbor Partners
Texas
$1.62M 62,969 +62,969 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.49M 57,749 +17,306 +43%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.29M 50,206 +50,206 New
PAG
8
Private Advisor Group
New Jersey
$1.18M 45,968 +7,133 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.14M 44,466 +6,330 +17%
SI
10
Stephens Inc
Arkansas
$1.12M 43,315 -10 -0%
EWA
11
EverSource Wealth Advisors
Alabama
$958K 36,803 +36,803 New
CGPCS
12
Capital Group Private Client Services
California
$757K 29,385 +11,058 +60%
KAS
13
Kestra Advisory Services
Texas
$684K 26,564 +26,564 New
Jane Street
14
Jane Street
New York
$561K 21,781 +1,529 +8%
CFGS
15
Concourse Financial Group Securities
Alabama
$535K 20,720 +20,720 New
USCWA
16
U.S. Capital Wealth Advisors
Texas
$349K 13,550
PWA
17
Pillar Wealth Advisors
Pennsylvania
$332K 12,915 -8,620 -40%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$293K 11,374 +8,176 +256%
TA
19
TrueWealth Advisors
Alabama
$292K 11,359 +11,359 New
SCM
20
Saxony Capital Management
Missouri
$261K 10,122 +10,122 New
PWA
21
Peterson Wealth Advisors
Utah
$260K 10,095 +10,095 New
STA
22
Smith Thornton Advisors
Alabama
$250K 9,725 +9,725 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$232K 9,018 +9,018 New
TWP
24
Tempus Wealth Planning
California
$229K 8,878 +8,878 New
KNFPWM
25
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$228K 8,864 +8,864 New