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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.

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.73%
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 Market Value Shares Shares
Change
Shares
Change %
DC
26
DeDora Capital
California
$1.01M 40,346 +458 +1%
BFG
27
Bleakley Financial Group
New Jersey
$917K 36,536 +36,536 New
SS
28
Simplicity Solutions
Minnesota
$917K 36,536 +36,536 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$895K 35,657 +29,624 +491%
AWS
30
Atria Wealth Solutions
New York
$881K 35,095 +7,225 +26%
Stifel Financial
31
Stifel Financial
Missouri
$777K 30,939 +14,504 +88%
GWANC
32
Guardian Wealth Advisors (North Carolina)
North Carolina
$742K 29,450 +29,450 New
ACA
33
Aptus Capital Advisors
Alabama
$739K 29,450 +29,450 New
HI
34
Harbour Investments
Wisconsin
$595K 23,717 +1,122 +5%
CGPCS
35
Capital Group Private Client Services
California
$556K 22,145 +184 +0.8%
WAM
36
WNY Asset Management
New York
$517K 20,580 +2,682 +15%
AF
37
Allworth Financial
California
$478K 19,030 +5,127 +37%
Mariner
38
Mariner
Kansas
$287K 11,415 +11,415 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$278K 11,079 +11,079 New
DJSG
40
D.J. St. Germain
Massachusetts
$271K 10,775 +10,775 New
SAG
41
SageView Advisory Group
California
$243K 9,679 +9,679 New
TWM
42
Tradition Wealth Management
Minnesota
$100K 4,000 +4,000 New
Morgan Stanley
43
Morgan Stanley
New York
$99.5K 3,962 +3,962 New
CFGS
44
Concourse Financial Group Securities
Alabama
$68.7K 2,725 -3,757 -58%
IA
45
IFP Advisors
Florida
$20.1K 799 +9 +1%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$351 14 +14 New
IAIM
47
International Assets Investment Management
Florida
-60,830 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-10,536 Closed