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Capital Group Short Duration Income ETF

148 hedge funds and large institutions have $921M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $727M → $921M (+$195M)

10% more funds holding

Funds holding: 134148 (+14)

4.4% more ownership

Funds ownership: 65.95%70.35% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
78
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$6.83M +$2.35M +91,022 +53%
NECFA
27
New England Capital Financial Advisors
Connecticut
$6.74M +$433K +16,749 +7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.51M +$258K +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 +$734K +28,428 +14%
EW
31
Entruity Wealth
California
$5.93M +$7.65K +296 +0.1%
KIM
32
Kestra Investment Management
Texas
$5.62M +$5.23M +202,348 +1,414%
CAM
33
Creekmur Asset Management
Illinois
$5.44M +$5.42M +209,717 New
Citadel Advisors
34
Citadel Advisors
Florida
$5.38M +$1.25M +48,456 +30%
NAS
35
NWF Advisory Services
California
$4.7M -$33.3K -1,289 -0.7%
KAS
36
Kestra Advisory Services
Texas
$4.45M +$169K +6,545 +4%
WTFG
37
Wood Tarver Financial Group
Idaho
$4.41M +$1.63M +62,991 +59%
LWM
38
Lodestone Wealth Management
Washington
$4.37M -$114K -4,406 -3%
RIL
39
Rothschild Investment LLC
Illinois
$4.21M +$66.7K +2,583 +2%
EWA
40
EQ Wealth Advisors
Texas
$4.13M +$819K +31,704 +25%
FMN
41
Financial Management Network
California
$3.82M +$353K +13,667 +10%
BEI
42
Benjamin Edwards Inc
Missouri
$3.77M -$305K -11,791 -8%
SG
43
StoneX Group
New York
$3.72M +$31.6K +1,222 +0.9%
SCM
44
SOL Capital Management
Maryland
$3.56M -$166K -6,410 -4%
JHC
45
J. Hagan Capital
Kentucky
$3.46M -$1.12M -43,418 -25%
IAIM
46
International Assets Investment Management
Florida
$3.27M -$8.94K -346 -0.3%
AWS
47
Atria Wealth Solutions
New York
$3.19M -$119K -4,591 -4%
PIA
48
Petredis Investment Advisors
Pennsylvania
$3.07M +$3.06M +118,482 New
SA
49
Sovran Advisors
California
$3.03M +$1.67M +64,635 +123%
BWM
50
BlackDiamond Wealth Management
New York
$2.98M -$41.4K -1,602 -1%

CGSD Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2025, worth a combined $921M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGSD positions and 7 closed out — a net gain of 15 holders — while 78 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $15.3M sold.

  • 148 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $921M of Capital Group Short Duration Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 22 funds opened new Capital Group Short Duration Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2025 was TownSquare Capital, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2025.