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Capital Group Short Duration Income ETF

79 hedge funds and large institutions have $295M invested in Capital Group Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% 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
16
Increased
43
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
26
SOL Capital Management
Maryland
$2.83M 111,392 +4,110 +4%
Capital International Investors
27
Capital International Investors
California
$2.79M 110,000 -10,000 -8%
LWM
28
Lodestone Wealth Management
Washington
$2.43M 95,701 +225 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$2.04M 80,457 +76,893 +2,157%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.91M 75,159 +75,159 New
FMN
31
Financial Management Network
California
$1.91M 74,958 +5,585 +8%
IA
32
Inspire Advisors
Idaho
$1.67M 65,741 +8,187 +14%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.65M 64,861 +64,861 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.63M 64,342 +64,342 New
AAS
35
Avantax Advisory Services
Texas
$1.55M 61,212 -6,576 -10%
DC
36
DeDora Capital
California
$1.39M 54,882 +6,799 +14%
KAS
37
Kestra Advisory Services
Texas
$1.31M 51,755 -3,165 -6%
BCA
38
Bay Colony Advisors
Massachusetts
$1.24M 48,766 -3,722 -7%
HIC
39
Hartline Investment Corp
Illinois
$1.24M 48,766 +48,766 New
Mariner
40
Mariner
Kansas
$1.14M 44,981 +247 +0.6%
BB
41
Burford Brothers
Texas
$973K 38,296 +27,603 +258%
HI
42
Harbour Investments
Wisconsin
$959K 37,748 -1,479 -4%
BFG
43
Bleakley Financial Group
New Jersey
$943K 37,119 +783 +2%
SW
44
Simplicity Wealth
New Jersey
$943K 37,119 +37,119 New
CA
45
Continuum Advisory
Idaho
$878K 34,600 +34,600 New
SPC
46
Sigma Planning Corp
Michigan
$872K 34,348 +34,348 New
Wells Fargo
47
Wells Fargo
California
$808K 31,804 +30,643 +2,639%
AWS
48
Atria Wealth Solutions
New York
$807K 31,724 -50,666 -61%
Goldman Sachs
49
Goldman Sachs
New York
$802K 31,580 +31,580 New
ACA
50
Aptus Capital Advisors
Alabama
$748K 29,450