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Capital Group Short Duration Income ETF
CGSD

186 hedge funds and large institutions have $1.45B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $1.28B → $1.45B (+$173M)

13% more funds holding

Funds holding: 165 → 186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.37% less ownership

Funds ownership: 68.72% → 68.35% (-0.37%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
94
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$36.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$21.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.5M
2
RFG
RFP Financial Group
Georgia
-$20.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.23M
4
NECFA
New England Capital Financial Advisors
Connecticut
-$4.8M
5
SCM
SOL Capital Management
Maryland
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$178M +$24.5M +942,038 +16%
LPL Financial
2
LPL Financial
California
$177M +$16.8M +646,141 +10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$64.1M +$4.09M +157,326 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$61.9M +$6.63M +255,018 +12%
CGPCS
5
Capital Group Private Client Services
California
$61.6M +$1.1M +42,169 +2%
Wells Fargo
6
Wells Fargo
California
$58M +$13.5M +517,445 +30%
MFG
7
Merit Financial Group
Georgia
$51.1M +$1.86M +71,433 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$49.5M +$17.4M +669,863 +54%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$44.5M +$10.7M +412,246 +31%
BEI
10
Benjamin Edwards Inc
Missouri
$41.7M +$36.5M +1,404,052 +665%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.5M +$6.14M +236,256 +18%
WTFG
12
Wood Tarver Financial Group
Idaho
$38.8M +$3.38M +129,922 +9%
Raymond James Financial
13
Raymond James Financial
Florida
$34.9M +$1.94M +74,471 +6%
UBS Group
14
UBS Group
Switzerland
$32.9M -$139K -5,351 -0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$31M +$21.2M +814,492 +209%
Osaic Holdings
16
Osaic Holdings
Arizona
$30.8M -$1.63M -62,689 -5%
BAG
17
Bridgewealth Advisory Group
California
$26.7M +$1.83M +70,209 +7%
Stifel Financial
18
Stifel Financial
Missouri
$22.4M +$2.46M +94,573 +12%
ME
19
McIlrath & Eck
Washington
$22.3M -$305K -11,717 -1%
KPWS
20
Kestra Private Wealth Services
Texas
$15.9M +$1.13M +43,500 +8%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$15.2M -$6.23M -239,727 -29%
LC
22
Landaas & Company
Wisconsin
$15M +$1.04M +39,940 +7%
IA
23
IAM Advisory
Pennsylvania
$14.6M +$284K +10,937 +2%
PAG
24
Private Advisor Group
New Jersey
$13.4M +$1.32M +50,685 +11%
SFA
25
Souders Financial Advisors
Ohio
$12.6M +$887K +34,114 +7%
1
2 3 4 5

CGSD Hedge Fund Activity: Q1 2026 in Review

186 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2026, worth a combined $1.45B — up 13% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGSD positions and 11 closed out — a net gain of 24 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $36.5M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $22.5M.

  • 186 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2026, up from 165 in Q4 2025.
  • Funds reported $1.45B of Capital Group Short Duration Income ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 35 funds opened new Capital Group Short Duration Income ETF positions in Q1 2026 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $36.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2026.