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Capital Group Short Duration Income ETF

54 hedge funds and large institutions have $194M invested in Capital Group Short Duration Income ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
24
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCA
26
Bay Colony Advisors
Massachusetts
$1.33M 53,177 -573 -1%
SCM
27
SOL Capital Management
Maryland
$1.18M 47,240 +2,805 +6%
DC
28
DeDora Capital
California
$1.08M 43,043 +2,697 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.03M 41,243 +5,586 +16%
CGPCS
30
Capital Group Private Client Services
California
$1.01M 40,263 +18,118 +82%
BFG
31
Bleakley Financial Group
New Jersey
$915K 36,536
SS
32
Simplicity Solutions
Minnesota
$915K 36,536
HI
33
Harbour Investments
Wisconsin
$770K 30,753 +7,036 +30%
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$740K 29,450
ACA
35
Aptus Capital Advisors
Alabama
$737K 29,450
WAM
36
WNY Asset Management
New York
$672K 26,840 +6,260 +30%
NS
37
NBC Securities
Alabama
$547K 21,846 +21,846 New
AF
38
Allworth Financial
California
$478K 19,092 +62 +0.3%
DWP
39
Daymark Wealth Partners
Ohio
$420K 16,772 +16,772 New
SFS
40
Sowell Financial Services
Arkansas
$388K 15,455 +15,455 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$364K 14,554 +3,475 +31%
KAS
42
Kestra Advisory Services
Texas
$276K 11,012 -32,610 -75%
PAG
43
Private Advisor Group
New Jersey
$276K 11,005 +11,005 New
DJSG
44
D.J. St. Germain
Massachusetts
$256K 10,225 -550 -5%
Citadel Advisors
45
Citadel Advisors
Florida
$242K 9,657 +9,657 New
OC
46
Oppenheimer & Co
New York
$240K 9,600 +9,600 New
CA
47
CGN Advisors
Kansas
$234K 9,342 +9,342 New
SAG
48
SageView Advisory Group
California
$226K 9,014 -665 -7%
SPC
49
Sigma Planning Corp
Michigan
$221K 8,816 +8,816 New
TWM
50
Tradition Wealth Management
Minnesota
$100K 4,000