We are live on ! Find out more
CGSD icon

Capital Group Short Duration Income ETF
CGSD

99 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, 50 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

194% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 17

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

27% more capital invested

Capital invested by funds: $368M → $466M (+$98.2M)

19% more funds holding

Funds holding: 83 → 99 (+16)

10.08% more ownership

Funds ownership: 67.58% → 77.66% (+10%)

Holders
99
Holders Change
+16
Holders Change %
+19.28%
% 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
0.11%
New
23
Increased
50
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$89.5M
2
LPL Financial
LPL Financial
California
+$11.7M
3
BWG
Beta Wealth Group
California
+$7.42M
4
UBS Group
UBS Group
Switzerland
+$7.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.48M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.41M
2
WAM
WNY Asset Management
New York
-$2.35M
3
AAS
Ameritas Advisory Services
Nebraska
-$1.58M
4
SW
Simplicity Wealth
New Jersey
-$1.25M
5
ME
McIlrath & Eck
Washington
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$950K +$208K +8,074 +28%
BCA
52
Bay Colony Advisors
Massachusetts
$920K -$252K -9,774 -22%
HI
53
Harbour Investments
Wisconsin
$831K -$154K -5,982 -16%
Truist Financial
54
Truist Financial
North Carolina
$798K +$792K +30,783 New
TWM
55
TCFG Wealth Management
California
$784K +$779K +30,258 New
ACA
56
Aptus Capital Advisors
Alabama
$763K – – –
GWANC
57
Guardian Wealth Advisors (North Carolina)
North Carolina
$763K – – –
STA
58
Smith Thornton Advisors
Alabama
$718K +$714K +27,725 New
LWM
59
LongView Wealth Management
Georgia
$683K +$258K +10,006 +61%
DC
60
Davenport & Co
Virginia
$624K +$129K +4,998 +26%
IFG
61
Independent Financial Group
California
$555K +$412 +16 +0.1%
CFGS
62
Concourse Financial Group Securities
Alabama
$504K +$241K +9,373 +93%
AF
63
Allworth Financial
California
$471K -$2.91K -113 -0.6%
MOS
64
MGO One Seven
Ohio
$457K -$38.6K -1,500 -8%
SFWC
65
Strategic Family Wealth Counselors
New Jersey
$457K – – –
TA
66
TrueWealth Advisors
Alabama
$451K +$157K +6,117 +54%
PFS
67
Prospera Financial Services
Texas
$444K – – –
NS
68
NBC Securities
Alabama
$438K -$75.9K -2,950 -15%
GLA
69
Good Life Advisors
Pennsylvania
$401K +$398K +15,466 New
TC
70
Trilogy Capital
California
$393K +$11.3K +440 +3%
RJT
71
Raymond James Trust
Florida
$390K +$388K +15,057 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$380K -$257 -10 -0.1%
AFP
73
Ausdal Financial Partners
Iowa
$368K -$3.99K -155 -1%
SFS
74
Sowell Financial Services
Arkansas
$367K -$302K -11,744 -45%
CA
75
CGN Advisors
Kansas
$365K +$26.6K +1,033 +8%
1 2
3
4 5

CGSD Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2024, worth a combined $466M — up 27% from $368M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CGSD positions and 6 closed out — a net gain of 17 holders — while 50 added to existing stakes and 17 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $89.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.41M sold.

  • 99 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $466M of Capital Group Short Duration Income ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 23 funds opened new Capital Group Short Duration Income ETF positions in Q3 2024 and 6 closed out, a net change of +17 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $89.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2024.