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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 %
NA
26
NewEdge Advisors
Louisiana
$6.83M 263,378 +91,022 +53%
NECFA
27
New England Capital Financial Advisors
Connecticut
$6.74M 259,718 +16,749 +7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.51M 251,030 +9,996 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.26M 241,240 +42,192 +21%
Stifel Financial
30
Stifel Financial
Missouri
$5.98M 230,493 +28,428 +14%
EW
31
Entruity Wealth
California
$5.93M 228,480 +296 +0.1%
KIM
32
Kestra Investment Management
Texas
$5.62M 216,662 +202,348 +1,414%
CAM
33
Creekmur Asset Management
Illinois
$5.44M 209,717 +209,717 New
Citadel Advisors
34
Citadel Advisors
Florida
$5.38M 207,589 +48,456 +30%
KAS
35
Kestra Advisory Services
Texas
$4.45M 171,688 +6,545 +4%
WTFG
36
Wood Tarver Financial Group
Idaho
$4.41M 170,110 +62,991 +59%
LWM
37
Lodestone Wealth Management
Washington
$4.37M 168,654 -4,406 -3%
RIL
38
Rothschild Investment LLC
Illinois
$4.21M 162,502 +2,583 +2%
EWA
39
EQ Wealth Advisors
Texas
$4.13M 159,264 +31,704 +25%
FMN
40
Financial Management Network
California
$3.82M 147,558 +13,667 +10%
BEI
41
Benjamin Edwards Inc
Missouri
$3.77M 145,255 -11,791 -8%
SG
42
StoneX Group
New York
$3.72M 143,466 +1,222 +0.9%
SCM
43
SOL Capital Management
Maryland
$3.56M 137,435 -6,410 -4%
IAIM
44
International Assets Investment Management
Florida
$3.27M 126,072 -346 -0.3%
AWS
45
Atria Wealth Solutions
New York
$3.19M 123,450 -4,591 -4%
PIA
46
Petredis Investment Advisors
Pennsylvania
$3.07M 118,482 +118,482 New
SA
47
Sovran Advisors
California
$3.03M 117,239 +64,635 +123%
BWM
48
BlackDiamond Wealth Management
New York
$2.98M 114,890 -1,602 -1%
GWM
49
Geneos Wealth Management
Colorado
$2.76M 106,406 -2,539 -2%
IA
50
Inspire Advisors
Idaho
$2.52M 97,244 +716 +0.7%
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