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Capital Group Short Duration Municipal Income ETF

55 hedge funds and large institutions have $415M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
55
Holders Change
+23
Holders Change %
+71.88%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
25
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$316M 12,033,645 +11,913,645 +9,928%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.1M 1,071,762 +1,027,296 +2,310%
Morgan Stanley
3
Morgan Stanley
New York
$6.27M 238,739 +92,959 +64%
BWG
4
Beta Wealth Group
California
$6.06M 230,667 +42,435 +23%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.09M 193,889 +193,889 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.24M 161,465 +103,716 +180%
PAG
7
Private Advisor Group
New Jersey
$3.25M 123,579 +77,611 +169%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.03M 115,347 +115,347 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.95M 112,458 +101,084 +889%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$2.94M 111,959 +111,959 New
LPL Financial
11
LPL Financial
California
$2.79M 106,414 +106,414 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.42M 92,186 +22,995 +33%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.18M 83,007 +83,007 New
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$2.14M 81,520 +81,520 New
Truist Financial
15
Truist Financial
North Carolina
$1.96M 74,678 +74,678 New
OPS
16
Orion Portfolio Solutions
Nebraska
$1.94M 73,995 +73,995 New
BCI
17
Brinker Capital Investments
Pennsylvania
$1.94M 73,995 +73,995 New
Jane Street
18
Jane Street
New York
$1.86M 70,904 +49,123 +226%
RHP
19
Royal Harbor Partners
Texas
$1.78M 67,684 +4,715 +7%
AssetMark Inc
20
AssetMark Inc
California
$1.69M 64,227 +64,227 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.53M 58,206 +8,000 +16%
PS
22
Principal Securities
Iowa
$1.34M 51,034 +51,034 New
STA
23
Smith Thornton Advisors
Alabama
$1.29M 49,010 +39,285 +404%
SI
24
Stephens Inc
Arkansas
$1.14M 43,365 +50 +0.1%
EWA
25
EverSource Wealth Advisors
Alabama
$1.14M 43,261 +6,458 +18%