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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

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.

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

1
LPL Financial
1
LPL Financial
California
$13.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M
3
BAG
3
Bridgewealth Advisory Group
California
$3.4M
4
CGPCS
4
Capital Group Private Client Services
California
$4.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$31.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.39M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
BWM
3
BlackDiamond Wealth Management
New York
$2.96M
4
AAS
4
Avantax Advisory Services
Texas
$1.73M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
CGN Advisors
Kansas
$294K 11,570 +2,228 +24%
WWM
52
Western Wealth Management
Colorado
$274K 10,761 +10,761 New
BB
53
Burford Brothers
Texas
$272K 10,693 +10,693 New
DJSG
54
D.J. St. Germain
Massachusetts
$260K 10,225 – –
MSAM
55
Moloney Securities Asset Management
Missouri
$255K 10,000 +10,000 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$246K 9,655 +9,655 New
DWP
57
Daymark Wealth Partners
Ohio
$232K 9,104 -7,668 -46%
SAG
58
SageView Advisory Group
California
$227K 8,861 -153 -2%
OC
59
Oppenheimer & Co
New York
$221K 8,700 -900 -9%
PS
60
Principal Securities
Iowa
$211K 8,300 +8,300 New
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$202K 7,950 +7,950 New
CFGS
62
Concourse Financial Group Securities
Alabama
$172K 6,725 +4,000 +147%
TWM
63
Tradition Wealth Management
Minnesota
$102K 4,000 – –
Morgan Stanley
64
Morgan Stanley
New York
$90.7K 3,564 +1,782 +100%
ASN
65
Advisory Services Network
Georgia
$38.2K 1,500 +1,500 New
Wells Fargo
66
Wells Fargo
California
$29.5K 1,161 +1,161 New
PTC
67
Private Trust Company
Ohio
$25.5K 1,000 +1,000 New
SRCM
68
Signature Resources Capital Management
California
$22.2K 873 +873 New
IA
69
IFP Advisors
Florida
$20.8K 818 +10 +1%
Goldman Sachs
70
Goldman Sachs
New York
– – -138,203 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– – -9,657 Closed
SPC
72
Sigma Planning Corp
Michigan
– – -8,816 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– – -2 Closed
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
– – – –
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