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Capital Group Short Duration Income ETF

158 hedge funds and large institutions have $1.27B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$30.5M
2 +$29.8M
3 +$16M
4
Morgan Stanley
Morgan Stanley
New York
+$10.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.16M

Top Sellers

1 -$10.5M
2 -$6.49M
3 -$5.93M
4
Jane Street
Jane Street
New York
-$5.18M
5
EW
Entruity Wealth
California
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$12.2M
SFA
27
Souders Financial Advisors
Ohio
$11.9M
TF
28
Thayer Financial
North Carolina
$10.7M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$10.1M
NA
30
NewEdge Advisors
Louisiana
$9.97M
CHWM
31
Cauble & Harre Wealth Management
Missouri
$9M
VA
32
Valmark Advisers
Ohio
$8.57M
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$8.08M
P
34
&Partners
Tennessee
$7.61M
FMN
35
Financial Management Network
California
$7.02M
GVAG
36
Great Valley Advisor Group
Delaware
$6.95M
NECFA
37
New England Capital Financial Advisors
Connecticut
$6.73M
LWM
38
Lodestone Wealth Management
Washington
$6.12M
BEI
39
Benjamin Edwards Inc
Missouri
$5.49M
PIA
40
Petredis Investment Advisors
Pennsylvania
$5.46M
SEI Investments
41
SEI Investments
Pennsylvania
$4.8M
JHC
42
J. Hagan Capital
Kentucky
$4.29M
RIL
43
Rothschild Investment LLC
Illinois
$4.05M
SCM
44
SOL Capital Management
Maryland
$3.75M
EWA
45
EQ Wealth Advisors
Texas
$3.66M
EW
46
Entruity Wealth
California
$3.63M
SCM
47
Saxony Capital Management
Missouri
$3.53M
SA
48
Sovran Advisors
California
$3.49M
SG
49
StoneX Group
New York
$3.4M
IAIM
50
International Assets Investment Management
Florida
$3.3M