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Capital Group Short Duration Income ETF
CGSD

134 hedge funds and large institutions have $727M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

188% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 25

28% more capital invested

Capital invested by funds: $568M → $727M (+$159M)

12% more funds holding

Funds holding: 120 → 134 (+14)

0.61% more ownership

Funds ownership: 65.34% → 65.95% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
1.8%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
72
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.3M
2
LPL Financial
LPL Financial
California
+$17.1M
3
TC
TownSquare Capital
Utah
+$15.3M
4
NG
Norden Group
Utah
+$15.2M
5
Wells Fargo
Wells Fargo
California
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
BAG
Bridgewealth Advisory Group
California
-$17.1M
2
RFG
RFP Financial Group
Georgia
-$5.76M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.95M
4
FC
Fjell Capital
North Dakota
-$1.43M
5
IAA
Independent Advisor Alliance
North Carolina
-$857K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
51
Capital International Investors
California
$2.37M +$283K +11,004 +14%
RMP
52
Richards, Merrill & Peterson
Washington
$1.94M +$102K +3,978 +6%
DC
53
DeDora Capital
California
$1.73M +$168K +6,528 +11%
CL
54
CLG LLC
California
$1.64M +$79.5K +3,087 +5%
VA
55
Valmark Advisers
Ohio
$1.49M +$562K +21,802 +61%
Mariner
56
Mariner
Kansas
$1.45M +$60K +2,330 +4%
LWM
57
LongView Wealth Management
Georgia
$1.42M +$12K +466 +0.9%
SA
58
Sovran Advisors
California
$1.36M +$1.36M +52,604 New
STA
59
Smith Thornton Advisors
Alabama
$1.33M +$7.03K +273 +0.5%
BFG
60
Bleakley Financial Group
New Jersey
$1.17M -$84.4K -3,276 -7%
AAS
61
Avantax Advisory Services
Texas
$1.15M +$136K +5,269 +13%
WWM
62
Western Wealth Management
Colorado
$1.13M +$47K +1,825 +4%
DAS
63
Dynamic Advisor Solutions
Arizona
$1.05M +$25.8K +1,000 +3%
Truist Financial
64
Truist Financial
North Carolina
$981K +$3.84K +149 +0.4%
CWS
65
Confluence Wealth Services
Pennsylvania
$975K +$975K +37,850 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$958K – – –
HI
67
Harbour Investments
Wisconsin
$928K +$188K +7,300 +25%
BCA
68
Bay Colony Advisors
Massachusetts
$853K -$18.8K -728 -2%
CWP
69
Cyndeo Wealth Partners
Florida
$835K +$833K +32,345 New
MA
70
Mutual Advisors
Nebraska
$834K -$59.2K -2,298 -7%
TWM
71
TCFG Wealth Management
California
$783K +$670 +26 +0.1%
BB
72
Burford Brothers
Texas
$762K -$51.5K -1,998 -6%
RFG
73
RFP Financial Group
Georgia
$747K -$5.76M -223,476 -89%
IFG
74
Independent Financial Group
California
$741K +$187K +7,272 +34%
ACA
75
Aptus Capital Advisors
Alabama
$739K – – –
1 2
3
4 5

CGSD Hedge Fund Activity: Q1 2025 in Review

134 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2025, worth a combined $727M — up 28% from $568M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CGSD positions and 9 closed out — a net gain of 17 holders — while 72 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.3M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $17.1M.

  • 134 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $727M of Capital Group Short Duration Income ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 26 funds opened new Capital Group Short Duration Income ETF positions in Q1 2025 and 9 closed out, a net change of +17 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $38.3M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2025.