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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

82 hedge funds and large institutions have $367M invested in Capital Group Short Duration Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
46
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$54.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$26.5M
3
WAM
3
WNY Asset Management
New York
$24.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.17M
5
LPL Financial
5
LPL Financial
California
$22.8M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$973K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$326K
5
ME
5
McIlrath & Eck
Washington
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
SOL Capital Management
Maryland
$2.52M 99,252 -12,140 -11%
LWM
27
Lodestone Wealth Management
Washington
$2.5M 98,262 +2,561 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.47M 97,025 +32,683 +51%
OMC
29
Old Mission Capital
Illinois
$2.41M 95,023 -47,274 -33%
FMN
30
Financial Management Network
California
$2.11M 82,772 +7,814 +10%
AWS
31
Atria Wealth Solutions
New York
$1.88M 74,003 +42,279 +133%
KAS
32
Kestra Advisory Services
Texas
$1.82M 71,535 +19,780 +38%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.8M 70,863 +44,753 +171%
IA
34
Inspire Advisors
Idaho
$1.78M 70,198 +4,457 +7%
AAS
35
Avantax Advisory Services
Texas
$1.64M 64,411 +3,199 +5%
DC
36
DeDora Capital
California
$1.46M 57,332 +2,450 +4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$1.42M 56,073 +38,937 +227%
SW
38
Simplicity Wealth
New Jersey
$1.25M 49,248 +12,129 +33%
BFG
39
Bleakley Financial Group
New Jersey
$1.25M 49,248 +12,129 +33%
BCA
40
Bay Colony Advisors
Massachusetts
$1.15M 45,287 -3,479 -7%
Mariner
41
Mariner
Kansas
$1.07M 42,124 -2,857 -6%
CA
42
Continuum Advisory
Idaho
$992K 39,052 +4,452 +13%
BB
43
Burford Brothers
Texas
$975K 38,383 +87 +0.2%
Jane Street
44
Jane Street
New York
$973K 38,300 -144,594 -79%
HI
45
Harbour Investments
Wisconsin
$967K 38,052 +304 +0.8%
DAS
46
Dynamic Advisor Solutions
Arizona
$898K 35,328 +35,328 New
PAG
47
Private Advisor Group
New Jersey
$880K 34,621 +9,083 +36%
MA
48
Mutual Advisors
Nebraska
$835K 32,552 +6,838 +27%
KIM
49
Kestra Investment Management
Texas
$809K 31,856 +31,856 New
ACA
50
Aptus Capital Advisors
Alabama
$748K 29,450 – –
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