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Capital Group Short Duration Income ETF

79 hedge funds and large institutions have $295M invested in Capital Group Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
43
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$748K 29,450
SFS
52
Sowell Financial Services
Arkansas
$707K 27,746 +14,099 +103%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$663K 26,110 +16,455 +170%
MA
54
Mutual Advisors
Nebraska
$653K 25,714 -4,368 -15%
PAG
55
Private Advisor Group
New Jersey
$649K 25,538 +4,390 +21%
WWM
56
Western Wealth Management
Colorado
$576K 22,689 +11,928 +111%
NS
57
NBC Securities
Alabama
$515K 20,286 -1,143 -5%
DC
58
Davenport & Co
Virginia
$440K 17,313 +3,586 +26%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$435K 17,136 +195 +1%
FTUS
60
Flow Traders U.S.
New York
$392K 15,447 +15,447 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$372K 14,631 -50 -0.3%
CA
62
CGN Advisors
Kansas
$325K 12,817 +1,247 +11%
TC
63
Trilogy Capital
California
$282K 11,090 +11,090 New
AF
64
Allworth Financial
California
$281K 11,078 -8,081 -42%
CFGS
65
Concourse Financial Group Securities
Alabama
$275K 10,805 +4,080 +61%
DJSG
66
D.J. St. Germain
Massachusetts
$260K 10,225
Bank of America
67
Bank of America
North Carolina
$243K 9,563 +9,563 New
DWP
68
Daymark Wealth Partners
Ohio
$231K 9,104
OC
69
Oppenheimer & Co
New York
$221K 8,700
MCA
70
MSH Capital Advisors
Arizona
$216K 8,519 +8,519 New
PS
71
Principal Securities
Iowa
$211K 8,300
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$202K 7,950
WWP
73
WR Wealth Planners
Missouri
$141K 5,546 +5,546 New
Jones Financial Companies
74
Jones Financial Companies
Missouri
$100K 3,939 +3,939 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$77.1K 3,037 +3,037 New