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Capital Group Short Duration Income ETF

145 hedge funds and large institutions have $911M 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, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$6.83M
NECFA
27
New England Capital Financial Advisors
Connecticut
$6.74M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.51M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.26M
Stifel Financial
30
Stifel Financial
Missouri
$5.98M
EW
31
Entruity Wealth
California
$5.93M
KIM
32
Kestra Investment Management
Texas
$5.62M
CAM
33
Creekmur Asset Management
Illinois
$5.44M
Citadel Advisors
34
Citadel Advisors
Florida
$5.38M
NAS
35
NWF Advisory Services
California
$4.7M
KAS
36
Kestra Advisory Services
Texas
$4.45M
WTFG
37
Wood Tarver Financial Group
Idaho
$4.41M
LWM
38
Lodestone Wealth Management
Washington
$4.37M
RIL
39
Rothschild Investment LLC
Illinois
$4.21M
EWA
40
EQ Wealth Advisors
Texas
$4.13M
FMN
41
Financial Management Network
California
$3.82M
BEI
42
Benjamin Edwards Inc
Missouri
$3.77M
SG
43
StoneX Group
New York
$3.72M
SCM
44
SOL Capital Management
Maryland
$3.56M
IAIM
45
International Assets Investment Management
Florida
$3.27M
AWS
46
Atria Wealth Solutions
New York
$3.19M
PIA
47
Petredis Investment Advisors
Pennsylvania
$3.07M
SA
48
Sovran Advisors
California
$3.03M
BWM
49
BlackDiamond Wealth Management
New York
$2.98M
GWM
50
Geneos Wealth Management
Colorado
$2.76M