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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

133 hedge funds and large institutions have $726M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
71
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.4M
2
LPL Financial
LPL Financial
California
+$17.2M
3
TC
TownSquare Capital
Utah
+$15.3M
4
NG
Norden Group
Utah
+$15.3M
5
Wells Fargo
Wells Fargo
California
+$9.05M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$17.1M
2
RFG
RFP Financial Group
Georgia
-$5.77M
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 		Shares
Change %
Capital International Investors
51
Capital International Investors
California
$2.37M +$284K +11,004 +14%
RMP
52
Richards, Merrill & Peterson
Washington
$1.94M +$103K +3,978 +6%
DC
53
DeDora Capital
California
$1.73M +$168K +6,528 +11%
CL
54
CLG LLC
California
$1.64M +$79.7K +3,087 +5%
VA
55
Valmark Advisers
Ohio
$1.49M +$563K +21,802 +61%
Mariner
56
Mariner
Kansas
$1.45M +$60.1K +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 +$7.05K +273 +0.5%
BFG
60
Bleakley Financial Group
New Jersey
$1.17M -$84.6K -3,276 -7%
AAS
61
Avantax Advisory Services
Texas
$1.15M +$136K +5,269 +13%
WWM
62
Western Wealth Management
Colorado
$1.13M +$47.1K +1,825 +4%
DAS
63
Dynamic Advisor Solutions
Arizona
$1.05M +$25.8K +1,000 +3%
Truist Financial
64
Truist Financial
North Carolina
$981K +$3.85K +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 +$835K +32,345 New
MA
70
Mutual Advisors
Nebraska
$834K -$59.5K -2,298 -7%
TWM
71
TCFG Wealth Management
California
$783K +$671 +26 +0.1%
BB
72
Burford Brothers
Texas
$762K -$51.6K -1,998 -6%
RFG
73
RFP Financial Group
Georgia
$747K -$5.77M -223,476 -89%
ACA
74
Aptus Capital Advisors
Alabama
$739K – – –
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$739K – – –
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3
4 5