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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

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 6 closing their positions.

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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
LPL Financial
2
LPL Financial
California
$103M
3
BAG
3
Bridgewealth Advisory Group
California
$20.4M
4
IA
4
IAM Advisory
Pennsylvania
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.7M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
Jane Street
2
Jane Street
New York
$1.07M
3
ME
3
McIlrath & Eck
Washington
$30.3M
4
NG
4
Norden Group
Utah
$14.5M
5
LWM
5
LongView Wealth Management
Georgia
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
51
Saxony Capital Management
Missouri
$2.44M 93,898 +1,616 +2%
Capital International Investors
52
Capital International Investors
California
$2.36M 91,002 -993 -1%
Mariner
53
Mariner
Kansas
$2.27M 87,476 +31,284 +56%
RMP
54
Richards, Merrill & Peterson
Washington
$2.2M 84,763 +9,477 +13%
DC
55
DeDora Capital
California
$2.03M 78,163 +10,947 +16%
P
56
&Partners
Tennessee
$2.01M 76,778 +76,778 New
VA
57
Valmark Advisers
Ohio
$1.72M 66,413 +8,651 +15%
CL
58
CLG LLC
California
$1.71M 65,908 +2,343 +4%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.46M 56,324 +15,773 +39%
STA
60
Smith Thornton Advisors
Alabama
$1.34M 51,540 +2 +0%
AAS
61
Avantax Advisory Services
Texas
$1.25M 48,050 +3,378 +8%
FFA
62
Founders Financial Alliance
North Carolina
$1.17M 44,934 +24,034 +115%
WWM
63
Western Wealth Management
Colorado
$1.15M 44,348 +724 +2%
HI
64
Harbour Investments
Wisconsin
$1.14M 43,913 +7,954 +22%
Jane Street
65
Jane Street
New York
$1.07M 41,133 -87,682 -68%
SEI Investments
66
SEI Investments
Pennsylvania
$1.06M 40,945 +40,945 New
SFG
67
Stonebridge Financial Group
Pennsylvania
$1.04M 40,202 +15,380 +62%
BFG
68
Bleakley Financial Group
New Jersey
$992K 38,232 -7,120 -16%
CWS
69
Confluence Wealth Services
Pennsylvania
$988K 38,086 +236 +0.6%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$962K 37,110 – –
TWM
71
TCFG Wealth Management
California
$959K 36,977 +6,630 +22%
Truist Financial
72
Truist Financial
North Carolina
$922K 35,558 -2,470 -6%
SFS
73
Sowell Financial Services
Arkansas
$861K 33,217 +17,581 +112%
CWP
74
Cyndeo Wealth Partners
Florida
$856K 33,023 +678 +2%
MA
75
Mutual Advisors
Nebraska
$798K 30,733 -1,486 -5%
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