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Capital Group Short Duration Income ETF
CGSD

134 hedge funds and large institutions have $727M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

188% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 25

28% more capital invested

Capital invested by funds: $568M → $727M (+$159M)

12% more funds holding

Funds holding: 120 → 134 (+14)

0.61% more ownership

Funds ownership: 65.34% → 65.95% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
1.8%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
72
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.3M
2
LPL Financial
LPL Financial
California
+$17.1M
3
TC
TownSquare Capital
Utah
+$15.3M
4
NG
Norden Group
Utah
+$15.2M
5
Wells Fargo
Wells Fargo
California
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
BAG
Bridgewealth Advisory Group
California
-$17.1M
2
RFG
RFP Financial Group
Georgia
-$5.76M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.95M
4
FC
Fjell Capital
North Dakota
-$1.43M
5
IAA
Independent Advisor Alliance
North Carolina
-$857K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.22M +$635K +24,655 +11%
EW
27
Entruity Wealth
California
$5.89M +$107K +4,140 +2%
GWM
28
Geneos Wealth Management
Colorado
$5.58M +$2.81M +108,919 +418,919%
Stifel Financial
29
Stifel Financial
Missouri
$5.22M +$710K +27,546 +16%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.14M +$1.42M +55,204 +38%
NAS
31
NWF Advisory Services
California
$4.71M +$4.7M +182,365 New
JHC
32
J. Hagan Capital
Kentucky
$4.53M +$4.56M +176,837 New
LWM
33
Lodestone Wealth Management
Washington
$4.47M +$32.1K +1,245 +0.7%
NA
34
NewEdge Advisors
Louisiana
$4.45M +$1.47M +57,104 +50%
KAS
35
Kestra Advisory Services
Texas
$4.26M +$205K +7,962 +5%
RIL
36
Rothschild Investment LLC
Illinois
$4.13M -$129K -5,011 -3%
Citadel Advisors
37
Citadel Advisors
Florida
$4.11M +$1.89M +73,533 +86%
BEI
38
Benjamin Edwards Inc
Missouri
$4.05M +$463K +17,969 +13%
SCM
39
SOL Capital Management
Maryland
$3.71M +$283K +11,003 +8%
SG
40
StoneX Group
New York
$3.67M +$3.46M +134,288 +1,688%
FMN
41
Financial Management Network
California
$3.45M +$222K +8,604 +7%
Jane Street
42
Jane Street
New York
$3.32M +$1.23M +47,590 +59%
AWS
43
Atria Wealth Solutions
New York
$3.3M -$43.9K -1,704 -1%
EWA
44
EQ Wealth Advisors
Texas
$3.29M +$510K +19,780 +18%
IAIM
45
International Assets Investment Management
Florida
$3.26M -$216K -8,386 -6%
BWM
46
BlackDiamond Wealth Management
New York
$3.01M -$340K -13,196 -10%
WTFG
47
Wood Tarver Financial Group
Idaho
$2.76M +$964K +37,416 +54%
IA
48
Inspire Advisors
Idaho
$2.49M +$342K +13,271 +16%
BAG
49
Bridgewealth Advisory Group
California
$2.41M -$17.1M -661,864 -88%
SCM
50
Saxony Capital Management
Missouri
$2.38M -$71.6K -2,780 -3%
1
2
3 4 5

CGSD Hedge Fund Activity: Q1 2025 in Review

134 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2025, worth a combined $727M — up 28% from $568M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CGSD positions and 9 closed out — a net gain of 17 holders — while 72 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.3M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $17.1M.

  • 134 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $727M of Capital Group Short Duration Income ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 26 funds opened new Capital Group Short Duration Income ETF positions in Q1 2025 and 9 closed out, a net change of +17 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $38.3M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2025.