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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
Holders Change %
% of All Funds
Holding in Top 10
2
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
Capital International Investors
1
Capital International Investors
California
$318M
Morgan Stanley
2
Morgan Stanley
New York
$60.5M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.5M
LPL Financial
4
LPL Financial
California
$25.4M
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19M
PW
6
PUREfi Wealth
Massachusetts
$11.3M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.7M
VAS
8
Vestmark Advisory Solutions
Massachusetts
$9.59M
CGPCS
9
Capital Group Private Client Services
California
$9M
MML Investors Services
10
MML Investors Services
Massachusetts
$7.66M
Osaic Holdings
11
Osaic Holdings
Arizona
$6.32M
KAS
12
Kestra Advisory Services
Texas
$5.8M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.24M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.07M
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.76M
FCG
16
Financial Connections Group
California
$4.39M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$4.1M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.42M
PAG
19
Private Advisor Group
New Jersey
$3.34M
HTWM
20
Hartmann Taylor Wealth Management
Texas
$3.13M
Betterment LLC
21
Betterment LLC
New York
$3.09M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.03M
AssetMark Inc
23
AssetMark Inc
California
$2.97M
Raymond James Financial
24
Raymond James Financial
Florida
$2.74M
Truist Financial
25
Truist Financial
North Carolina
$2.48M