We are live on ! Find out more
CGSD icon

Capital Group Short Duration Income ETF
CGSD

165 hedge funds and large institutions have $1.28B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

14% more capital invested

Capital invested by funds: $1.12B → $1.28B (+$158M)

12% more funds holding

Funds holding: 147 → 165 (+18)

3.13% less ownership

Funds ownership: 71.85% → 68.72% (-3.1%)

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
32
Increased
87
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WTFG
Wood Tarver Financial Group
Idaho
+$30.5M
2
LPL Financial
LPL Financial
California
+$29.8M
3
Wells Fargo
Wells Fargo
California
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$10.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.16M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.5M
2
KIM
Kestra Investment Management
Texas
-$6.49M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
4
Jane Street
Jane Street
New York
-$5.18M
5
EW
Entruity Wealth
California
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$12.2M +$1.7M +65,133 +16%
SFA
27
Souders Financial Advisors
Ohio
$11.9M +$550K +21,123 +5%
TF
28
Thayer Financial
North Carolina
$10.7M +$10.7M +412,745 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$10.1M +$9.16M +351,742 +948%
NA
30
NewEdge Advisors
Louisiana
$9.97M +$1.27M +48,852 +15%
CHWM
31
Cauble & Harre Wealth Management
Missouri
$9M +$9M +345,902 New
VA
32
Valmark Advisers
Ohio
$8.57M +$6.36M +244,156 +286%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$8.08M +$877K +33,681 +12%
P
34
&Partners
Tennessee
$7.61M +$5.33M +204,883 +229%
FMN
35
Financial Management Network
California
$7.02M +$975K +37,435 +16%
GVAG
36
Great Valley Advisor Group
Delaware
$6.95M -$1.61M -61,919 -19%
NECFA
37
New England Capital Financial Advisors
Connecticut
$6.73M -$244K -9,380 -3%
LWM
38
Lodestone Wealth Management
Washington
$6.12M +$1.31M +50,146 +27%
BEI
39
Benjamin Edwards Inc
Missouri
$5.49M +$682K +26,215 +14%
PIA
40
Petredis Investment Advisors
Pennsylvania
$5.46M +$953K +36,616 +21%
SEI Investments
41
SEI Investments
Pennsylvania
$4.8M +$2.01M +77,179 +72%
NAS
42
NWF Advisory Services
California
$4.4M -$272K -10,446 -6%
JHC
43
J. Hagan Capital
Kentucky
$4.29M +$652K +25,030 +18%
RIL
44
Rothschild Investment LLC
Illinois
$4.05M +$101K +3,867 +3%
SCM
45
SOL Capital Management
Maryland
$3.75M +$116K +4,460 +3%
EWA
46
EQ Wealth Advisors
Texas
$3.66M -$400K -15,376 -10%
EW
47
Entruity Wealth
California
$3.63M -$2.64M -101,307 -42%
SCM
48
Saxony Capital Management
Missouri
$3.53M +$906K +34,799 +34%
SA
49
Sovran Advisors
California
$3.49M -$169K -6,499 -5%
SG
50
StoneX Group
New York
$3.4M -$15.2K -585 -0.4%
1
2
3 4 5

CGSD Hedge Fund Activity: Q4 2025 in Review

165 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2025, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGSD positions and 11 closed out — a net gain of 21 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was Wood Tarver Financial Group, adding an estimated $30.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.5M sold.

  • 165 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2025, up from 147 in Q3 2025.
  • Funds reported $1.28B of Capital Group Short Duration Income ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 32 funds opened new Capital Group Short Duration Income ETF positions in Q4 2025 and 11 closed out, a net change of +21 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q4 2025 was Wood Tarver Financial Group, an estimated $30.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q4 2025 was Susquehanna International Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.