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Capital Group Short Duration Income ETF

82 hedge funds and large institutions have $367M invested in Capital Group Short Duration Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
46
Reduced
16
Closed
10
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
WWM
52
Western Wealth Management
Colorado
$726K 28,573 +5,884 +26%
SFS
53
Sowell Financial Services
Arkansas
$658K 25,894 -1,852 -7%
SCM
54
Saxony Capital Management
Missouri
$563K 22,147 +22,147 New
NS
55
NBC Securities
Alabama
$505K 19,887 -399 -2%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$494K 19,432 +19,432 New
MOS
57
MGO One Seven
Ohio
$487K 19,150 +19,150 New
DC
58
Davenport & Co
Virginia
$485K 19,069 +1,756 +10%
AF
59
Allworth Financial
California
$468K 18,302 +7,224 +65%
SFWC
60
Strategic Family Wealth Counselors
New Jersey
$448K 17,623 +17,623 New
Jones Financial Companies
61
Jones Financial Companies
Missouri
$446K 17,551 +13,612 +346%
PFS
62
Prospera Financial Services
Texas
$435K 17,123 +17,123 New
LWM
63
LongView Wealth Management
Georgia
$416K 16,355 +16,355 New
TC
64
Trilogy Capital
California
$375K 14,740 +3,650 +33%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$373K 14,674 +43 +0.3%
AFP
66
Ausdal Financial Partners
Iowa
$365K 14,352 +14,352 New
CA
67
CGN Advisors
Kansas
$332K 13,068 +251 +2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$326K 12,824 -62,335 -83%
TA
69
TrueWealth Advisors
Alabama
$286K 11,271 +11,271 New
CFGS
70
Concourse Financial Group Securities
Alabama
$257K 10,065 -740 -7%
OC
71
Oppenheimer & Co
New York
$221K 8,700
PS
72
Principal Securities
Iowa
$211K 8,300
DJSG
73
D.J. St. Germain
Massachusetts
$145K 5,701 -4,524 -44%
WWP
74
WR Wealth Planners
Missouri
$136K 5,371 -175 -3%
Bank of America
75
Bank of America
North Carolina
$30K 1,182 -8,381 -88%