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Capital Group Short Duration Income ETF

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: 165186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (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
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$12.6M +$4.14M +159,160 +48%
MML Investors Services
27
MML Investors Services
Massachusetts
$11.9M -$1.08M -41,668 -8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$11.8M -$330K -12,679 -3%
NA
29
NewEdge Advisors
Louisiana
$11.4M +$1.48M +57,096 +15%
TF
30
Thayer Financial
North Carolina
$11.3M +$683K +26,247 +6%
P
31
&Partners
Tennessee
$9.06M +$1.47M +56,619 +19%
CCA
32
Conservest Capital Advisors
Pennsylvania
$8.87M +$6.76M +259,855 +309%
CHWM
33
Cauble & Harre Wealth Management
Missouri
$8.84M -$92.9K -3,573 -1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$8.67M +$663K +25,508 +8%
FMN
35
Financial Management Network
California
$7.3M +$308K +11,831 +4%
IP
36
Integras Partners
Georgia
$6.88M +$6.94M +266,927 New
LWM
37
Lodestone Wealth Management
Washington
$6.64M +$575K +22,099 +9%
GVAG
38
Great Valley Advisor Group
Delaware
$6.3M -$595K -22,884 -9%
Jane Street
39
Jane Street
New York
$6.28M +$6.33M +243,445 New
KIM
40
Kestra Investment Management
Texas
$6.19M +$6.24M +240,119 New
SEI Investments
41
SEI Investments
Pennsylvania
$5.77M +$1.02M +39,033 +21%
KAS
42
Kestra Advisory Services
Texas
$5.56M +$3.72M +143,012 +197%
PIA
43
Petredis Investment Advisors
Pennsylvania
$4.98M -$432K -16,619 -8%
RMP
44
Richards, Merrill & Peterson
Washington
$4.82M +$1.63M +62,652 +50%
Cerity Partners
45
Cerity Partners
New York
$4.8M +$4.07M +156,531 +529%
RIL
46
Rothschild Investment LLC
Illinois
$4.36M +$343K +13,186 +8%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$4.28M -$22.5M -867,000 -84%
NAS
48
NWF Advisory Services
California
$4.26M -$108K -4,160 -2%
JHC
49
J. Hagan Capital
Kentucky
$4.17M -$84.4K -3,246 -2%
WIA
50
World Investment Advisors
California
$3.75M +$1.33M +51,160 +54%