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Capital Group Short Duration Income ETF
CGSD

80 hedge funds and large institutions have $296M invested in Capital Group Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 11

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $219M → $296M (+$76.6M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more funds holding

Funds holding: 69 → 80 (+11)

3.32% more ownership

Funds ownership: 68.09% → 71.41% (+3.3%)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
43
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20M
2
WAM
WNY Asset Management
New York
+$12.1M
3
BAG
Bridgewealth Advisory Group
California
+$7.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.88M
5
CGPCS
Capital Group Private Client Services
California
+$4.64M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.73M
2
AWS
Atria Wealth Solutions
New York
-$1.29M
3
HF
HRT Financial
New York
-$329K
4
Capital International Investors
Capital International Investors
California
-$255K
5
MSAM
Moloney Securities Asset Management
Missouri
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
SOL Capital Management
Maryland
$2.83M +$105K +4,110 +4%
Capital International Investors
27
Capital International Investors
California
$2.79M -$255K -10,000 -8%
LWM
28
Lodestone Wealth Management
Washington
$2.43M +$5.73K +225 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$2.04M +$1.96M +76,893 +2,157%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.91M +$1.91M +75,159 New
FMN
31
Financial Management Network
California
$1.91M +$142K +5,585 +8%
IA
32
Inspire Advisors
Idaho
$1.67M +$208K +8,187 +14%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.65M +$1.65M +64,861 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.63M +$1.64M +64,342 New
AAS
35
Avantax Advisory Services
Texas
$1.55M -$167K -6,576 -10%
DC
36
DeDora Capital
California
$1.39M +$173K +6,799 +14%
KAS
37
Kestra Advisory Services
Texas
$1.31M -$80.6K -3,165 -6%
BCA
38
Bay Colony Advisors
Massachusetts
$1.24M -$94.8K -3,722 -7%
HIC
39
Hartline Investment Corp
Illinois
$1.24M +$1.24M +48,766 New
Mariner
40
Mariner
Kansas
$1.14M +$6.29K +247 +0.6%
BB
41
Burford Brothers
Texas
$973K +$703K +27,603 +258%
HI
42
Harbour Investments
Wisconsin
$959K -$37.7K -1,479 -4%
BFG
43
Bleakley Financial Group
New Jersey
$943K +$19.9K +783 +2%
SW
44
Simplicity Wealth
New Jersey
$943K +$945K +37,119 New
CA
45
Continuum Advisory
Idaho
$878K +$881K +34,600 New
SPC
46
Sigma Planning Corp
Michigan
$872K +$875K +34,348 New
Wells Fargo
47
Wells Fargo
California
$808K +$780K +30,643 +2,639%
AWS
48
Atria Wealth Solutions
New York
$807K -$1.29M -50,666 -61%
Goldman Sachs
49
Goldman Sachs
New York
$802K +$804K +31,580 New
ACA
50
Aptus Capital Advisors
Alabama
$748K – – –
1
2
3 4

CGSD Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2024, worth a combined $296M — up 35% from $219M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGSD positions and 5 closed out — a net gain of 12 holders — while 43 added to existing stakes and 11 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $20M. The largest seller was Jane Street, cutting an estimated $3.73M.

  • 80 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $296M of Capital Group Short Duration Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 17 funds opened new Capital Group Short Duration Income ETF positions in Q1 2024 and 5 closed out, a net change of +12 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2024 was Jane Street, an estimated $3.73M sold.

Based on aggregated 13F filings for Q1 2024.