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Capital Group Short Duration Income ETF
CGSD

80 hedge funds and large institutions have $296M invested in Capital Group Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 11

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $219M → $296M (+$76.6M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more funds holding

Funds holding: 69 → 80 (+11)

3.32% more ownership

Funds ownership: 68.09% → 71.41% (+3.3%)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% 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
17
Increased
43
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20M
2
WAM
WNY Asset Management
New York
+$12.1M
3
BAG
Bridgewealth Advisory Group
California
+$7.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.88M
5
CGPCS
Capital Group Private Client Services
California
+$4.64M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.73M
2
AWS
Atria Wealth Solutions
New York
-$1.29M
3
HF
HRT Financial
New York
-$329K
4
Capital International Investors
Capital International Investors
California
-$255K
5
MSAM
Moloney Securities Asset Management
Missouri
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$748K – – –
SFS
52
Sowell Financial Services
Arkansas
$707K +$359K +14,099 +103%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$663K +$419K +16,455 +170%
MA
54
Mutual Advisors
Nebraska
$653K -$111K -4,368 -15%
PAG
55
Private Advisor Group
New Jersey
$649K +$112K +4,390 +21%
IFG
56
Independent Financial Group
California
$613K +$615K +24,139 New
WWM
57
Western Wealth Management
Colorado
$576K +$304K +11,928 +111%
NS
58
NBC Securities
Alabama
$515K -$29.1K -1,143 -5%
DC
59
Davenport & Co
Virginia
$440K +$91.3K +3,586 +26%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$435K +$4.97K +195 +1%
FTUS
61
Flow Traders U.S.
New York
$392K +$393K +15,447 New
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$372K -$1.27K -50 -0.3%
CA
63
CGN Advisors
Kansas
$325K +$31.8K +1,247 +11%
TC
64
Trilogy Capital
California
$282K +$282K +11,090 New
AF
65
Allworth Financial
California
$281K -$206K -8,081 -42%
CFGS
66
Concourse Financial Group Securities
Alabama
$275K +$104K +4,080 +61%
DJSG
67
D.J. St. Germain
Massachusetts
$260K – – –
Bank of America
68
Bank of America
North Carolina
$243K +$244K +9,563 New
DWP
69
Daymark Wealth Partners
Ohio
$231K – – –
OC
70
Oppenheimer & Co
New York
$221K – – –
MCA
71
MSH Capital Advisors
Arizona
$216K +$217K +8,519 New
PS
72
Principal Securities
Iowa
$211K – – –
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$202K – – –
WWP
74
WR Wealth Planners
Missouri
$141K +$141K +5,546 New
Jones Financial Companies
75
Jones Financial Companies
Missouri
$100K +$100K +3,939 New
1 2
3
4

CGSD Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2024, worth a combined $296M — up 35% from $219M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGSD positions and 5 closed out — a net gain of 12 holders — while 43 added to existing stakes and 11 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $20M. The largest seller was Jane Street, cutting an estimated $3.73M.

  • 80 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $296M of Capital Group Short Duration Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 17 funds opened new Capital Group Short Duration Income ETF positions in Q1 2024 and 5 closed out, a net change of +12 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2024 was Jane Street, an estimated $3.73M sold.

Based on aggregated 13F filings for Q1 2024.