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Capital Group Short Duration Income ETF

119 hedge funds and large institutions have $567M invested in Capital Group Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
119
Holders Change
+21
Holders Change %
+21.43%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
27
Increased
54
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$5.34M 208,344 +12,858 +7%
Stifel Financial
27
Stifel Financial
Missouri
$4.47M 174,519 +46,827 +37%
LWM
28
Lodestone Wealth Management
Washington
$4.41M 171,815 +3,674 +2%
RIL
29
Rothschild Investment LLC
Illinois
$4.23M 164,930 +1,452 +0.9%
KAS
30
Kestra Advisory Services
Texas
$4.03M 157,181 +47,114 +43%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.69M 143,844 +21,866 +18%
Wells Fargo
32
Wells Fargo
California
$3.62M 141,173 +43,486 +45%
BEI
33
Benjamin Edwards Inc
Missouri
$3.57M 139,077 +14,238 +11%
IAIM
34
International Assets Investment Management
Florida
$3.46M 134,804 -3,452,405 -96%
SCM
35
SOL Capital Management
Maryland
$3.41M 132,842 +23,865 +22%
AWS
36
Atria Wealth Solutions
New York
$3.33M 129,745 +54,991 +74%
BWM
37
BlackDiamond Wealth Management
New York
$3.33M 129,688 +2,301 +2%
FMN
38
Financial Management Network
California
$3.21M 125,287 +24,850 +25%
NA
39
NewEdge Advisors
Louisiana
$2.96M 115,252 +115,252 New
EWA
40
EQ Wealth Advisors
Texas
$2.76M 107,780 +107,780 New
SCM
41
Saxony Capital Management
Missouri
$2.44M 95,062 -164 -0.2%
Citadel Advisors
42
Citadel Advisors
Florida
$2.19M 85,600 +85,600 New
IA
43
Inspire Advisors
Idaho
$2.13M 83,257 +1,868 +2%
Jane Street
44
Jane Street
New York
$2.08M 81,225 -55,904 -41%
Capital International Investors
45
Capital International Investors
California
$2.08M 80,991 -39,994 -33%
RMP
46
Richards, Merrill & Peterson
Washington
$1.83M 71,308 +71,308 New
WTFG
47
Wood Tarver Financial Group
Idaho
$1.79M 69,703 +69,703 New
DC
48
DeDora Capital
California
$1.56M 60,688 -78 -0.1%
CL
49
CLG LLC
California
$1.55M 60,478 +60,478 New
FC
50
Fjell Capital
North Dakota
$1.43M 55,849 +55,849 New