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Capital Group Short Duration Income ETF
CGSD

99 hedge funds and large institutions have $466M invested in Capital Group Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

194% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 17

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

27% more capital invested

Capital invested by funds: $368M → $466M (+$98.2M)

19% more funds holding

Funds holding: 83 → 99 (+16)

10.08% more ownership

Funds ownership: 67.58% → 77.66% (+10%)

Holders
99
Holders Change
+16
Holders Change %
+19.28%
% of All Funds
1.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
50
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$89.5M
2
LPL Financial
LPL Financial
California
+$11.7M
3
BWG
Beta Wealth Group
California
+$7.42M
4
UBS Group
UBS Group
Switzerland
+$7.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.48M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.41M
2
WAM
WNY Asset Management
New York
-$2.35M
3
AAS
Ameritas Advisory Services
Nebraska
-$1.58M
4
SW
Simplicity Wealth
New Jersey
-$1.25M
5
ME
McIlrath & Eck
Washington
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.31M +$177K +6,871 +6%
BWM
27
BlackDiamond Wealth Management
New York
$3.26M +$139K +5,389 +4%
BEI
28
Benjamin Edwards Inc
Missouri
$3.23M +$3.21M +124,839 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.16M -$798K -31,011 -20%
Capital International Investors
30
Capital International Investors
California
$3.13M +$412 +16 +0%
FTUS
31
Flow Traders U.S.
New York
$3.11M +$3.09M +119,963 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3M +$1.54M +59,802 +107%
KAS
33
Kestra Advisory Services
Texas
$2.85M +$992K +38,532 +54%
SCM
34
SOL Capital Management
Maryland
$2.82M +$250K +9,725 +10%
FMN
35
Financial Management Network
California
$2.59M +$455K +17,665 +21%
Wells Fargo
36
Wells Fargo
California
$2.53M -$994K -38,616 -28%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$2.47M +$2M +77,792 +443%
SCM
38
Saxony Capital Management
Missouri
$2.47M +$1.88M +73,079 +330%
IA
39
Inspire Advisors
Idaho
$2.11M +$288K +11,191 +16%
AAS
40
Ameritas Advisory Services
Nebraska
$1.94M -$1.58M -61,198 -45%
AWS
41
Atria Wealth Solutions
New York
$1.94M +$19.3K +751 +1%
AAS
42
Avantax Advisory Services
Texas
$1.73M +$63.6K +2,472 +4%
DC
43
DeDora Capital
California
$1.57M +$88.4K +3,434 +6%
MA
44
Mutual Advisors
Nebraska
$1.23M +$387K +15,044 +46%
BFG
45
Bleakley Financial Group
New Jersey
$1.23M -$50.6K -1,965 -4%
Mariner
46
Mariner
Kansas
$1.21M +$122K +4,732 +11%
KIM
47
Kestra Investment Management
Texas
$1.18M +$348K +13,533 +42%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.04M +$121K +4,694 +13%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$987K +$981K +38,110 New
BB
50
Burford Brothers
Texas
$972K -$21.9K -852 -2%
1
2
3 4 5

CGSD Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2024, worth a combined $466M — up 27% from $368M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CGSD positions and 6 closed out — a net gain of 17 holders — while 50 added to existing stakes and 17 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $89.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.41M sold.

  • 99 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $466M of Capital Group Short Duration Income ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 23 funds opened new Capital Group Short Duration Income ETF positions in Q3 2024 and 6 closed out, a net change of +17 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $89.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2024.