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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

98 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, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% 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
0.12%
New
23
Increased
49
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35M
2
BWG
2
Beta Wealth Group
California
$7.47M
3
UBS Group
3
UBS Group
Switzerland
$19.7M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$31.5M
5
GVAG
5
Great Valley Advisor Group
Delaware
$6.51M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
WAM
2
WNY Asset Management
New York
$22.3M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.94M
4
SW
4
Simplicity Wealth
New Jersey
$0
5
ME
5
McIlrath & Eck
Washington
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.31M 127,692 +6,871 +6%
BWM
27
BlackDiamond Wealth Management
New York
$3.26M 127,387 +5,389 +4%
BEI
28
Benjamin Edwards Inc
Missouri
$3.23M 124,839 +124,839 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.16M 121,978 -31,011 -20%
Capital International Investors
30
Capital International Investors
California
$3.13M 120,985 +16 +0%
FTUS
31
Flow Traders U.S.
New York
$3.11M 119,963 +119,963 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3M 115,875 +59,802 +107%
KAS
33
Kestra Advisory Services
Texas
$2.85M 110,067 +38,532 +54%
SCM
34
SOL Capital Management
Maryland
$2.82M 108,977 +9,725 +10%
FMN
35
Financial Management Network
California
$2.59M 100,437 +17,665 +21%
Wells Fargo
36
Wells Fargo
California
$2.53M 97,687 -38,616 -28%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$2.47M 95,343 +77,792 +443%
SCM
38
Saxony Capital Management
Missouri
$2.47M 95,226 +73,079 +330%
IA
39
Inspire Advisors
Idaho
$2.11M 81,389 +11,191 +16%
AAS
40
Ameritas Advisory Services
Nebraska
$1.94M 74,866 -61,198 -45%
AWS
41
Atria Wealth Solutions
New York
$1.94M 74,754 +751 +1%
AAS
42
Avantax Advisory Services
Texas
$1.73M 66,883 +2,472 +4%
DC
43
DeDora Capital
California
$1.57M 60,766 +3,434 +6%
MA
44
Mutual Advisors
Nebraska
$1.23M 47,596 +15,044 +46%
BFG
45
Bleakley Financial Group
New Jersey
$1.23M 47,283 -1,965 -4%
Mariner
46
Mariner
Kansas
$1.21M 46,856 +4,732 +11%
KIM
47
Kestra Investment Management
Texas
$1.18M 45,389 +13,533 +42%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.04M 40,022 +4,694 +13%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$987K 38,110 +38,110 New
BB
50
Burford Brothers
Texas
$972K 37,531 -852 -2%
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