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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

54 hedge funds and large institutions have $194M invested in Capital Group Short Duration Income ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
24
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$13.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.46M
3
LNC
3
Lincoln National Corp
Pennsylvania
$7.71M
4
UBS Group
4
UBS Group
Switzerland
$5.97M
5
IAIM
5
International Assets Investment Management
Florida
$1.96M

Top Sellers

1
ME
1
McIlrath & Eck
Washington
$32.4M
2
Capital International Investors
2
Capital International Investors
California
$3M
3
OWM
3
Opes Wealth Management
California
$0
4
Jane Street
4
Jane Street
New York
$26.1M
5
LWM
5
Lodestone Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$68.3K 2,725 – –
Morgan Stanley
52
Morgan Stanley
New York
$44.6K 1,782 -2,180 -55%
IA
53
IFP Advisors
Florida
$20.2K 808 +9 +1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$50 2 +2 New
OWM
55
Opes Wealth Management
California
– – -265,331 Closed
LWM
56
Lodestone Wealth Management
Washington
– – -47,595 Closed
Mariner
57
Mariner
Kansas
– – -11,415 Closed
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
– – -14 Closed
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