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Capital Group Short Duration Municipal Income ETF

68 hedge funds and large institutions have $496M invested in Capital Group Short Duration Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
35
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$317M 12,216,565 +182,920 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.1M 1,467,789 +396,027 +37%
LPL Financial
3
LPL Financial
California
$16.3M 626,616 +520,202 +489%
Morgan Stanley
4
Morgan Stanley
New York
$15.3M 589,475 +350,736 +147%
PW
5
PUREfi Wealth
Massachusetts
$12.2M 469,934 +469,934 New
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$8.94M 344,172 +326,551 +1,853%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$8.47M 326,325 +326,325 New
BWG
8
Beta Wealth Group
California
$6.02M 231,945 +1,278 +0.6%
Betterment LLC
9
Betterment LLC
New York
$6M 230,860 +230,860 New
MML Investors Services
10
MML Investors Services
Massachusetts
$5.71M 220,008 +26,119 +13%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$4.05M 155,817 +97,611 +168%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$3.93M 151,145 +39,186 +35%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.69M 142,114 +26,767 +23%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.54M 136,404 -25,061 -16%
PAG
15
Private Advisor Group
New Jersey
$3.31M 127,538 +3,959 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.9M 111,655 +19,469 +21%
CGPCS
17
Capital Group Private Client Services
California
$2.78M 107,202 +77,795 +265%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.75M 105,763 -6,695 -6%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$2.26M 87,085 +5,565 +7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.24M 86,354 +3,347 +4%
OPS
21
Orion Portfolio Solutions
Nebraska
$2.16M 83,060 +9,065 +12%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.16M 83,060 +9,065 +12%
Truist Financial
23
Truist Financial
North Carolina
$2.09M 80,521 +5,843 +8%
AssetMark Inc
24
AssetMark Inc
California
$1.87M 72,100 +7,873 +12%
RHP
25
Royal Harbor Partners
Texas
$1.76M 67,684