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Capital Group Short Duration Income ETF

144 hedge funds and large institutions have $906M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$6.83M +$2.36M +91,022 +53%
NECFA
27
New England Capital Financial Advisors
Connecticut
$6.74M +$434K +16,749 +7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.51M +$259K +9,996 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.26M +$1.09M +42,192 +21%
Stifel Financial
30
Stifel Financial
Missouri
$5.98M +$737K +28,428 +14%
EW
31
Entruity Wealth
California
$5.93M +$7.68K +296 +0.1%
KIM
32
Kestra Investment Management
Texas
$5.62M +$5.25M +202,348 +1,414%
CAM
33
Creekmur Asset Management
Illinois
$5.44M +$5.44M +209,717 New
Citadel Advisors
34
Citadel Advisors
Florida
$5.38M +$1.26M +48,456 +30%
KAS
35
Kestra Advisory Services
Texas
$4.45M +$170K +6,545 +4%
WTFG
36
Wood Tarver Financial Group
Idaho
$4.41M +$1.63M +62,991 +59%
LWM
37
Lodestone Wealth Management
Washington
$4.37M -$114K -4,406 -3%
RIL
38
Rothschild Investment LLC
Illinois
$4.21M +$67K +2,583 +2%
EWA
39
EQ Wealth Advisors
Texas
$4.13M +$822K +31,704 +25%
FMN
40
Financial Management Network
California
$3.82M +$354K +13,667 +10%
BEI
41
Benjamin Edwards Inc
Missouri
$3.77M -$306K -11,791 -8%
SG
42
StoneX Group
New York
$3.72M +$31.7K +1,222 +0.9%
SCM
43
SOL Capital Management
Maryland
$3.56M -$166K -6,410 -4%
IAIM
44
International Assets Investment Management
Florida
$3.27M -$8.97K -346 -0.3%
AWS
45
Atria Wealth Solutions
New York
$3.19M -$119K -4,591 -4%
PIA
46
Petredis Investment Advisors
Pennsylvania
$3.07M +$3.07M +118,482 New
SA
47
Sovran Advisors
California
$3.03M +$1.67M +64,635 +123%
BWM
48
BlackDiamond Wealth Management
New York
$2.98M -$41.5K -1,602 -1%
GWM
49
Geneos Wealth Management
Colorado
$2.76M -$65.9K -2,539 -2%
IA
50
Inspire Advisors
Idaho
$2.52M +$18.6K +716 +0.7%