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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

144 hedge funds and large institutions have $906M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
LPL Financial
2
LPL Financial
California
$103M
3
BAG
3
Bridgewealth Advisory Group
California
$20.4M
4
IA
4
IAM Advisory
Pennsylvania
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.7M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
Jane Street
2
Jane Street
New York
$1.07M
3
ME
3
McIlrath & Eck
Washington
$30.3M
4
NG
4
Norden Group
Utah
$14.5M
5
LWM
5
LongView Wealth Management
Georgia
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$113M 4,345,569 +1,825,027 +72%
LPL Financial
2
LPL Financial
California
$103M 3,955,676 +1,132,246 +40%
CGPCS
3
Capital Group Private Client Services
California
$58.2M 2,244,927 +73,385 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$54.5M 2,099,696 +275,655 +15%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$47.7M 1,839,269 +321,670 +21%
ME
6
McIlrath & Eck
Washington
$30.3M 1,168,716 -35,745 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.9M 1,035,466 +182,154 +21%
WAM
8
WNY Asset Management
New York
$24.9M 960,267 +58,334 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$24.4M 939,933 +291,618 +45%
Osaic Holdings
10
Osaic Holdings
Arizona
$23.2M 902,485 -19,130 -2%
UBS Group
11
UBS Group
Switzerland
$22.9M 881,595 -4,413 -0.5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$22.8M 877,337 +138,651 +19%
Wells Fargo
13
Wells Fargo
California
$20.8M 800,831 +309,056 +63%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.7M 798,718 +325,103 +69%
BAG
15
Bridgewealth Advisory Group
California
$20.4M 787,980 +694,761 +745%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$19.1M 738,301 +321,141 +77%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$16.6M 640,707 +173,808 +37%
NG
18
Norden Group
Utah
$14.5M 558,923 -32,204 -5%
IA
19
IAM Advisory
Pennsylvania
$13.6M 523,928 +523,928 New
BWG
20
Beta Wealth Group
California
$12.8M 493,239 -5,317 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$10.6M 408,059 +15,181 +4%
SFA
22
Souders Financial Advisors
Ohio
$10.3M 398,518 +33,415 +9%
KPWS
23
Kestra Private Wealth Services
Texas
$8.93M 344,503 +39,606 +13%
GVAG
24
Great Valley Advisor Group
Delaware
$8.51M 328,320 +33,653 +11%
PAG
25
Private Advisor Group
New Jersey
$8.23M 317,271 -22,005 -6%
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