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Capital Group Short Duration Municipal Income ETF

97 hedge funds and large institutions have $627M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
44
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$318M -$2.53M -97,133 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$60.5M +$23.6M +903,370 +64%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.5M +$3.37M +129,304 +8%
LPL Financial
4
LPL Financial
California
$25.4M +$4.46M +171,075 +21%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19M +$3.06M +117,323 +19%
PW
6
PUREfi Wealth
Massachusetts
$11.3M -$744K -28,533 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.7M +$858K +32,913 +9%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$9.59M +$5.4M +207,173 +129%
CGPCS
9
Capital Group Private Client Services
California
$9M +$6.91M +264,885 +330%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.66M +$1.52M +58,276 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.32M -$823K -31,560 -12%
KAS
12
Kestra Advisory Services
Texas
$5.8M +$4.22M +161,812 +267%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.24M +$1.55M +59,419 +42%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.07M +$939K +36,009 +23%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.76M +$3.46M +132,776 +268%
FCG
16
Financial Connections Group
California
$4.39M +$973K +37,296 +28%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$4.1M -$62.4K -2,391 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.42M -$205K -7,863 -6%
PAG
19
Private Advisor Group
New Jersey
$3.34M -$55.5K -2,128 -2%
HTWM
20
Hartmann Taylor Wealth Management
Texas
$3.13M +$808K +30,990 +35%
Betterment LLC
21
Betterment LLC
New York
$3.09M -$3.05M -116,881 -50%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.03M +$1.58M +60,623 +109%
AssetMark Inc
23
AssetMark Inc
California
$2.97M +$1.04M +39,925 +54%
Raymond James Financial
24
Raymond James Financial
Florida
$2.74M +$1.75M +66,933 +176%
Truist Financial
25
Truist Financial
North Carolina
$2.48M +$142K +5,444 +6%