CGSD icon

Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

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.

Holders
33
Holders Change
+21
Holders Change %
+175%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ME
1
McIlrath & Eck
Washington
$66.3M
2
OWM
2
Opes Wealth Management
California
$5.94M
3
AAS
3
Avantax Advisory Services
Texas
$3.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.22M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.56M
2
Capital International Investors
2
Capital International Investors
California
$22.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
26
Lodestone Wealth Management
Washington
$375K 14,677 +14,677 New
AF
27
Allworth Financial
California
$355K 13,903 +2,597 +23%
Citadel Advisors
28
Citadel Advisors
Florida
$269K 10,536 +10,536 New
CFGS
29
Concourse Financial Group Securities
Alabama
$165K 6,482 +6,482 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$154K 6,033 +6,033 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$24.4K 955,990 +369,229 +63%
IA
32
IFP Advisors
Florida
$19.9K 790 +790 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$8K 312 +312 New
1
2