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Capital Group Short Duration Income ETF
CGSD

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.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

28% more funds holding

Funds holding: 54 → 69 (+15)

13% more capital invested

Capital invested by funds: $194M → $219M (+$25.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.08% less ownership

Funds ownership: 70.16% → 68.09% (-2.1%)

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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.81M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.57M
3
BAG
Bridgewealth Advisory Group
California
+$3.37M
4
CGPCS
Capital Group Private Client Services
California
+$3.34M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18M
2
Goldman Sachs
Goldman Sachs
New York
-$3.46M
3
BWM
BlackDiamond Wealth Management
New York
-$675K
4
AAS
Avantax Advisory Services
Texas
-$284K
5
Citadel Advisors
Citadel Advisors
Florida
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$2.1M -$148K -5,847 -7%
FMN
27
Financial Management Network
California
$1.76M +$366K +14,499 +26%
AAS
28
Avantax Advisory Services
Texas
$1.73M -$284K -11,268 -14%
IA
29
Inspire Advisors
Idaho
$1.46M +$9.21K +365 +0.6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.44M +$385K +15,272 +37%
KAS
31
Kestra Advisory Services
Texas
$1.4M +$1.11M +43,908 +399%
BCA
32
Bay Colony Advisors
Massachusetts
$1.34M -$17.4K -689 -1%
DC
33
DeDora Capital
California
$1.22M +$127K +5,040 +12%
Mariner
34
Mariner
Kansas
$1.14M +$1.13M +44,734 New
WAM
35
WNY Asset Management
New York
$1M +$316K +12,525 +47%
HI
36
Harbour Investments
Wisconsin
$998K +$214K +8,474 +28%
BFG
37
Bleakley Financial Group
New Jersey
$925K -$5.05K -200 -0.5%
SS
38
Simplicity Solutions
Minnesota
$925K -$5.05K -200 -0.5%
OMC
39
Old Mission Capital
Illinois
$886K +$878K +34,815 New
MA
40
Mutual Advisors
Nebraska
$766K +$759K +30,082 New
ACA
41
Aptus Capital Advisors
Alabama
$750K – – –
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$750K – – –
NS
43
NBC Securities
Alabama
$545K -$10.5K -417 -2%
PAG
44
Private Advisor Group
New Jersey
$538K +$256K +10,143 +92%
AF
45
Allworth Financial
California
$488K +$1.69K +67 +0.4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$431K +$427K +16,941 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$374K +$3.2K +127 +0.9%
DC
48
Davenport & Co
Virginia
$349K +$346K +13,727 New
SFS
49
Sowell Financial Services
Arkansas
$349K -$45.6K -1,808 -12%
HF
50
HRT Financial
New York
$329K +$326K +12,941 New
1
2
3

CGSD Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2023, worth a combined $219M — up 13% from $194M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CGSD positions and 4 closed out — a net gain of 15 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.81M. The largest seller was Jane Street, cutting an estimated $18M.

  • 69 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $219M of Capital Group Short Duration Income ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 19 funds opened new Capital Group Short Duration Income ETF positions in Q4 2023 and 4 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q4 2023 was LPL Financial, an estimated $5.81M added.
  • The largest Capital Group Short Duration Income ETF seller in Q4 2023 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2023.