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Capital Group Short Duration Income ETF

46 hedge funds and large institutions have $213M invested in Capital Group Short Duration Income ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

64% more capital invested

Capital invested by funds: $130M → $213M (+$83.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more funds holding

Funds holding: 3346 (+13)

8.17% more ownership

Funds ownership: 77.45%85.62% (+8.2%)

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
25
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
DeDora Capital
California
$1.01M +$11.7K +458 +1%
BFG
27
Bleakley Financial Group
New Jersey
$917K +$930K +36,536 New
SS
28
Simplicity Solutions
Minnesota
$917K +$930K +36,536 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$895K +$754K +29,624 +491%
AWS
30
Atria Wealth Solutions
New York
$881K +$184K +7,225 +26%
Stifel Financial
31
Stifel Financial
Missouri
$777K +$369K +14,504 +88%
GWANC
32
Guardian Wealth Advisors (North Carolina)
North Carolina
$742K +$750K +29,450 New
ACA
33
Aptus Capital Advisors
Alabama
$739K +$750K +29,450 New
HI
34
Harbour Investments
Wisconsin
$595K +$28.6K +1,122 +5%
CGPCS
35
Capital Group Private Client Services
California
$556K +$4.68K +184 +0.8%
WAM
36
WNY Asset Management
New York
$517K +$68.3K +2,682 +15%
AF
37
Allworth Financial
California
$478K +$131K +5,127 +37%
Mariner
38
Mariner
Kansas
$287K +$291K +11,415 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$278K +$282K +11,079 New
DJSG
40
D.J. St. Germain
Massachusetts
$271K +$274K +10,775 New
SAG
41
SageView Advisory Group
California
$243K +$246K +9,679 New
TWM
42
Tradition Wealth Management
Minnesota
$100K +$102K +4,000 New
Morgan Stanley
43
Morgan Stanley
New York
$99.5K +$101K +3,962 New
CFGS
44
Concourse Financial Group Securities
Alabama
$68.7K -$95.7K -3,757 -58%
IA
45
IFP Advisors
Florida
$20.1K +$229 +9 +1%
JP Morgan Chase
46
JP Morgan Chase
New York
$351 +$356 +14 New
IAIM
47
International Assets Investment Management
Florida
-$1.52M -60,830 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$269K -10,536 Closed

CGSD Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2023, worth a combined $213M — up 64% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGSD positions and 2 closed out — a net gain of 13 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $26.8M. The largest seller was Capital International Investors, cutting an estimated $11.5M.

  • 46 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $213M of Capital Group Short Duration Income ETF stock for Q2 2023, up 64% quarter-over-quarter.
  • 15 funds opened new Capital Group Short Duration Income ETF positions in Q2 2023 and 2 closed out, a net change of +13 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2023 was Jane Street, an estimated $26.8M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2023 was Capital International Investors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2023.