Capital Group Short Duration Income ETF
CGSD
33 hedge funds and large institutions have $130M invested in Capital Group Short Duration Income ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
175% more funds holding
Funds holding: 12 → 33 (+21)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
97% more capital invested
Capital invested by funds: $65.8M → $130M (+$63.9M)
2.7% less ownership
Funds ownership: 80.16% → 77.45% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$65.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.41M |
| 3 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$5.93M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.42M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.6M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$4.46M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
26
Lodestone Wealth Management
Spokane,
Washington
| $375K | +$374K | +14,677 | New |
|
|
AF
27
Allworth Financial
Folsom,
California
| $355K | +$66.2K | +2,597 | +23% |
|
28
Citadel Advisors
Miami,
Florida
| $269K | +$268K | +10,536 | New |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $165K | +$165K | +6,482 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $154K | +$154K | +6,033 | New |
|
|
31
Commonwealth Equity Services
Waltham,
Massachusetts
| $24.4K | +$9.41M | +369,229 | +63% |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $19.9K | +$20.1K | +790 | New |
|
|
BFEC
33
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $8K | +$7.95K | +312 | New |
|
CGSD Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2023, worth a combined $130M — up 97% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CGSD positions and 0 closed out — a net gain of 21 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was McIlrath & Eck, adding an estimated $65.8M. The largest seller was Jane Street, cutting an estimated $10.6M.
- 33 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2023, up from 12 in Q4 2022.
- Funds reported $130M of Capital Group Short Duration Income ETF stock for Q1 2023, up 97% quarter-over-quarter.
- 21 funds opened new Capital Group Short Duration Income ETF positions in Q1 2023 and 0 closed out, a net change of +21 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q1 2023 was McIlrath & Eck, an estimated $65.8M added.
- The largest Capital Group Short Duration Income ETF seller in Q1 2023 was Jane Street, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2023.