We are live on ! Find out more
CGSD icon

Capital Group Short Duration Income ETF
CGSD

69 hedge funds and large institutions have $219M invested in Capital Group Short Duration Income ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

28% more funds holding

Funds holding: 54 → 69 (+15)

13% more capital invested

Capital invested by funds: $194M → $219M (+$25.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.08% less ownership

Funds ownership: 70.16% → 68.09% (-2.1%)

Holders
69
Holders Change
+15
Holders Change %
+27.78%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
31
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.81M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.57M
3
BAG
Bridgewealth Advisory Group
California
+$3.37M
4
CGPCS
Capital Group Private Client Services
California
+$3.34M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18M
2
Goldman Sachs
Goldman Sachs
New York
-$3.46M
3
BWM
BlackDiamond Wealth Management
New York
-$675K
4
AAS
Avantax Advisory Services
Texas
-$284K
5
Citadel Advisors
Citadel Advisors
Florida
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CGN Advisors
Kansas
$294K +$56.2K +2,228 +24%
WWM
52
Western Wealth Management
Colorado
$274K +$271K +10,761 New
BB
53
Burford Brothers
Texas
$272K +$270K +10,693 New
DJSG
54
D.J. St. Germain
Massachusetts
$260K – – –
MSAM
55
Moloney Securities Asset Management
Missouri
$255K +$252K +10,000 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$246K +$244K +9,655 New
DWP
57
Daymark Wealth Partners
Ohio
$232K -$193K -7,668 -46%
SAG
58
SageView Advisory Group
California
$227K -$3.86K -153 -2%
OC
59
Oppenheimer & Co
New York
$221K -$22.7K -900 -9%
PS
60
Principal Securities
Iowa
$211K +$209K +8,300 New
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$202K +$201K +7,950 New
CFGS
62
Concourse Financial Group Securities
Alabama
$172K +$101K +4,000 +147%
TWM
63
Tradition Wealth Management
Minnesota
$102K – – –
Morgan Stanley
64
Morgan Stanley
New York
$90.7K +$45K +1,782 +100%
ASN
65
Advisory Services Network
Georgia
$38.2K +$37.8K +1,500 New
Wells Fargo
66
Wells Fargo
California
$29.5K +$29.3K +1,161 New
PTC
67
Private Trust Company
Ohio
$25.4K +$25.2K +1,000 New
SRCM
68
Signature Resources Capital Management
California
$22.2K +$22K +873 New
IA
69
IFP Advisors
Florida
$20.8K +$252 +10 +1%
Goldman Sachs
70
Goldman Sachs
New York
– -$3.46M -138,203 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$242K -9,657 Closed
SPC
72
Sigma Planning Corp
Michigan
– -$221K -8,816 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– -$50 -2 Closed
1 2
3

CGSD Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2023, worth a combined $219M — up 13% from $194M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CGSD positions and 4 closed out — a net gain of 15 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.81M. The largest seller was Jane Street, cutting an estimated $18M.

  • 69 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $219M of Capital Group Short Duration Income ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 19 funds opened new Capital Group Short Duration Income ETF positions in Q4 2023 and 4 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q4 2023 was LPL Financial, an estimated $5.81M added.
  • The largest Capital Group Short Duration Income ETF seller in Q4 2023 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2023.