CGSD icon

Capital Group Short Duration Income ETF

98 hedge funds and large institutions have $466M invested in Capital Group Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
23
Increased
49
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWM
51
Western Wealth Management
Colorado
$950K 36,647 +8,074 +28%
BCA
52
Bay Colony Advisors
Massachusetts
$920K 35,513 -9,774 -22%
HI
53
Harbour Investments
Wisconsin
$831K 32,070 -5,982 -16%
Truist Financial
54
Truist Financial
North Carolina
$798K 30,783 +30,783 New
TWM
55
TCFG Wealth Management
California
$784K 30,258 +30,258 New
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$763K 29,450
ACA
57
Aptus Capital Advisors
Alabama
$763K 29,450
STA
58
Smith Thornton Advisors
Alabama
$718K 27,725 +27,725 New
LWM
59
LongView Wealth Management
Georgia
$683K 26,361 +10,006 +61%
DC
60
Davenport & Co
Virginia
$624K 24,067 +4,998 +26%
CFGS
61
Concourse Financial Group Securities
Alabama
$504K 19,438 +9,373 +93%
AF
62
Allworth Financial
California
$471K 18,189 -113 -0.6%
MOS
63
MGO One Seven
Ohio
$457K 17,650 -1,500 -8%
SFWC
64
Strategic Family Wealth Counselors
New Jersey
$457K 17,623
TA
65
TrueWealth Advisors
Alabama
$451K 17,388 +6,117 +54%
PFS
66
Prospera Financial Services
Texas
$444K 17,123
NS
67
NBC Securities
Alabama
$438K 16,937 -2,950 -15%
GLA
68
Good Life Advisors
Pennsylvania
$401K 15,466 +15,466 New
TC
69
Trilogy Capital
California
$393K 15,180 +440 +3%
RJT
70
Raymond James Trust
Florida
$390K 15,057 +15,057 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$380K 14,664 -10 -0.1%
AFP
72
Ausdal Financial Partners
Iowa
$368K 14,197 -155 -1%
SFS
73
Sowell Financial Services
Arkansas
$367K 14,150 -11,744 -45%
CA
74
CGN Advisors
Kansas
$365K 14,101 +1,033 +8%
SWP
75
Stratos Wealth Partners
Ohio
$334K 12,885 +12,885 New