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Capital Group Short Duration Income ETF
CGSD

83 hedge funds and large institutions have $368M 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, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $296M → $368M (+$71.9M)

4% more funds holding

Funds holding: 80 → 83 (+3)

3.83% less ownership

Funds ownership: 71.41% → 67.58% (-3.8%)

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.2%
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
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$45.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.5M
3
WAM
WNY Asset Management
New York
+$11.1M
4
Morgan Stanley
Morgan Stanley
New York
+$7.12M
5
LPL Financial
LPL Financial
California
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$12.5M
2
Jane Street
Jane Street
New York
-$3.67M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.58M
5
ME
McIlrath & Eck
Washington
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
SOL Capital Management
Maryland
$2.52M -$308K -12,140 -11%
LWM
27
Lodestone Wealth Management
Washington
$2.5M +$65K +2,561 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.47M +$830K +32,683 +51%
OMC
29
Old Mission Capital
Illinois
$2.41M -$1.2M -47,274 -33%
FMN
30
Financial Management Network
California
$2.11M +$198K +7,814 +10%
AWS
31
Atria Wealth Solutions
New York
$1.88M +$1.07M +42,279 +133%
KAS
32
Kestra Advisory Services
Texas
$1.82M +$502K +19,780 +38%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$1.14M +44,753 +171%
IA
34
Inspire Advisors
Idaho
$1.78M +$113K +4,457 +7%
AAS
35
Avantax Advisory Services
Texas
$1.64M +$81.2K +3,199 +5%
DC
36
DeDora Capital
California
$1.46M +$62.2K +2,450 +4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$988K +38,937 +227%
BFG
38
Bleakley Financial Group
New Jersey
$1.25M +$308K +12,129 +33%
SW
39
Simplicity Wealth
New Jersey
$1.25M +$308K +12,129 +33%
BCA
40
Bay Colony Advisors
Massachusetts
$1.15M -$88.3K -3,479 -7%
Mariner
41
Mariner
Kansas
$1.07M -$72.5K -2,857 -6%
CA
42
Continuum Advisory
Idaho
$992K +$113K +4,452 +13%
BB
43
Burford Brothers
Texas
$975K +$2.21K +87 +0.2%
Jane Street
44
Jane Street
New York
$973K -$3.67M -144,594 -79%
HI
45
Harbour Investments
Wisconsin
$967K +$7.72K +304 +0.8%
DAS
46
Dynamic Advisor Solutions
Arizona
$898K +$897K +35,328 New
PAG
47
Private Advisor Group
New Jersey
$880K +$231K +9,083 +36%
MA
48
Mutual Advisors
Nebraska
$835K +$174K +6,838 +27%
KIM
49
Kestra Investment Management
Texas
$809K +$809K +31,856 New
ACA
50
Aptus Capital Advisors
Alabama
$748K – – –
1
2
3 4

CGSD Hedge Fund Activity: Q2 2024 in Review

83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2024, worth a combined $368M — up 24% from $296M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGSD positions and 10 closed out — a net gain of 5 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $45.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $12.5M sold.

  • 83 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $368M of Capital Group Short Duration Income ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 15 funds opened new Capital Group Short Duration Income ETF positions in Q2 2024 and 10 closed out, a net change of +5 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2024 was Capital Group Private Client Services, an estimated $45.6M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2024.