We are live on ! Find out more
CGSD icon

Capital Group Short Duration Income ETF
CGSD

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

17% more funds holding

Funds holding: 46 → 54 (+8)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less capital invested

Capital invested by funds: $213M → $194M (-$18.9M)

15.46% less ownership

Funds ownership: 85.62% → 70.16% (-15%)

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
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$9.15M
2
Goldman Sachs
Goldman Sachs
New York
+$3.48M
3
LNC
Lincoln National Corp
Pennsylvania
+$3.11M
4
UBS Group
UBS Group
Switzerland
+$2.44M
5
IAIM
International Assets Investment Management
Florida
+$2M

Top Sellers

1
ME
McIlrath & Eck
Washington
-$32.6M
2
Capital International Investors
Capital International Investors
California
-$7.68M
3
OWM
Opes Wealth Management
California
-$6.66M
4
Jane Street
Jane Street
New York
-$1.81M
5
LWM
Lodestone Wealth Management
Washington
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$1.33M -$14.4K -573 -1%
SCM
27
SOL Capital Management
Maryland
$1.18M +$70.6K +2,805 +6%
DC
28
DeDora Capital
California
$1.08M +$67.9K +2,697 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.03M +$141K +5,586 +16%
CGPCS
30
Capital Group Private Client Services
California
$1.01M +$456K +18,118 +82%
BFG
31
Bleakley Financial Group
New Jersey
$915K – – –
SS
32
Simplicity Solutions
Minnesota
$915K – – –
HI
33
Harbour Investments
Wisconsin
$770K +$177K +7,036 +30%
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$740K – – –
ACA
35
Aptus Capital Advisors
Alabama
$737K – – –
WAM
36
WNY Asset Management
New York
$672K +$158K +6,260 +30%
NS
37
NBC Securities
Alabama
$547K +$550K +21,846 New
AF
38
Allworth Financial
California
$478K +$1.56K +62 +0.3%
DWP
39
Daymark Wealth Partners
Ohio
$420K +$422K +16,772 New
SFS
40
Sowell Financial Services
Arkansas
$388K +$389K +15,455 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$364K +$87.5K +3,475 +31%
KAS
42
Kestra Advisory Services
Texas
$276K -$821K -32,610 -75%
PAG
43
Private Advisor Group
New Jersey
$276K +$277K +11,005 New
DJSG
44
D.J. St. Germain
Massachusetts
$256K -$13.8K -550 -5%
Citadel Advisors
45
Citadel Advisors
Florida
$242K +$243K +9,657 New
OC
46
Oppenheimer & Co
New York
$240K +$242K +9,600 New
CA
47
CGN Advisors
Kansas
$234K +$235K +9,342 New
SAG
48
SageView Advisory Group
California
$226K -$16.7K -665 -7%
SPC
49
Sigma Planning Corp
Michigan
$221K +$222K +8,816 New
TWM
50
Tradition Wealth Management
Minnesota
$100K – – –
1
2
3

CGSD Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2023, worth a combined $194M — down 8.9% from $213M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CGSD positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $9.15M. The largest seller was McIlrath & Eck, cutting an estimated $32.6M.

  • 54 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2023, up from 46 in Q2 2023.
  • Funds reported $194M of Capital Group Short Duration Income ETF stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 12 funds opened new Capital Group Short Duration Income ETF positions in Q3 2023 and 4 closed out, a net change of +8 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $9.15M added.
  • The largest Capital Group Short Duration Income ETF seller in Q3 2023 was McIlrath & Eck, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2023.