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Capital Group Short Duration Income ETF

119 hedge funds and large institutions have $567M invested in Capital Group Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
119
Holders Change
+21
Holders Change %
+21.43%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
27
Increased
54
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWM
51
LongView Wealth Management
Georgia
$1.4M 54,673 +28,312 +107%
Mariner
52
Mariner
Kansas
$1.38M 53,862 +7,006 +15%
STA
53
Smith Thornton Advisors
Alabama
$1.31M 51,265 +23,540 +85%
BFG
54
Bleakley Financial Group
New Jersey
$1.25M 48,628 +1,345 +3%
WWM
55
Western Wealth Management
Colorado
$1.07M 41,799 +5,152 +14%
AAS
56
Ameritas Advisory Services
Nebraska
$1.03M 40,115 -34,751 -46%
DAS
57
Dynamic Advisor Solutions
Arizona
$1.01M 39,551 -471 -1%
AAS
58
Avantax Advisory Services
Texas
$1.01M 39,403 -27,480 -41%
Truist Financial
59
Truist Financial
North Carolina
$971K 37,879 +7,096 +23%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$952K 37,110 -1,000 -3%
VA
61
Valmark Advisers
Ohio
$922K 35,960 +35,960 New
MA
62
Mutual Advisors
Nebraska
$887K 34,517 -13,079 -27%
BCA
63
Bay Colony Advisors
Massachusetts
$865K 33,750 -1,763 -5%
IAA
64
Independent Advisor Alliance
North Carolina
$857K 33,428 +33,428 New
BB
65
Burford Brothers
Texas
$808K 31,505 -6,026 -16%
TWM
66
TCFG Wealth Management
California
$777K 30,321 +63 +0.2%
HI
67
Harbour Investments
Wisconsin
$735K 28,659 -3,411 -11%
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$735K 28,650 -800 -3%
ACA
69
Aptus Capital Advisors
Alabama
$735K 28,650 -800 -3%
PWM
70
Pines Wealth Management
North Carolina
$675K 26,387 +26,387 New
DC
71
Davenport & Co
Virginia
$630K 24,582 +515 +2%
SFG
72
Stonebridge Financial Group
Pennsylvania
$617K 24,076 +24,076 New
CFGS
73
Concourse Financial Group Securities
Alabama
$574K 22,319 +2,881 +15%
BCM
74
Brookstone Capital Management
Illinois
$544K 21,207 +21,207 New
KIM
75
Kestra Investment Management
Texas
$478K 18,637 -26,752 -59%