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Capital Group Short Duration Income ETF

69 hedge funds and large institutions have $219M invested in Capital Group Short Duration Income ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+15
Holders Change %
+27.78%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
31
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$2.1M 82,390 -5,847 -7%
FMN
27
Financial Management Network
California
$1.76M 69,373 +14,499 +26%
AAS
28
Avantax Advisory Services
Texas
$1.73M 67,788 -11,268 -14%
IA
29
Inspire Advisors
Idaho
$1.46M 57,554 +365 +0.6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.44M 56,515 +15,272 +37%
KAS
31
Kestra Advisory Services
Texas
$1.4M 54,920 +43,908 +399%
BCA
32
Bay Colony Advisors
Massachusetts
$1.34M 52,488 -689 -1%
DC
33
DeDora Capital
California
$1.22M 48,083 +5,040 +12%
Mariner
34
Mariner
Kansas
$1.14M 44,734 +44,734 New
WAM
35
WNY Asset Management
New York
$1M 39,365 +12,525 +47%
HI
36
Harbour Investments
Wisconsin
$998K 39,227 +8,474 +28%
BFG
37
Bleakley Financial Group
New Jersey
$925K 36,336 -200 -0.5%
SS
38
Simplicity Solutions
Minnesota
$925K 36,336 -200 -0.5%
OMC
39
Old Mission Capital
Illinois
$886K 34,815 +34,815 New
MA
40
Mutual Advisors
Nebraska
$766K 30,082 +30,082 New
GWANC
41
Guardian Wealth Advisors (North Carolina)
North Carolina
$750K 29,450
ACA
42
Aptus Capital Advisors
Alabama
$750K 29,450
NS
43
NBC Securities
Alabama
$545K 21,429 -417 -2%
PAG
44
Private Advisor Group
New Jersey
$538K 21,148 +10,143 +92%
AF
45
Allworth Financial
California
$488K 19,159 +67 +0.4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$431K 16,941 +16,941 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$374K 14,681 +127 +0.9%
DC
48
Davenport & Co
Virginia
$349K 13,727 +13,727 New
SFS
49
Sowell Financial Services
Arkansas
$349K 13,647 -1,808 -12%
HF
50
HRT Financial
New York
$329K 12,941 +12,941 New