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Capital Group Short Duration Income ETF

148 hedge funds and large institutions have $921M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $727M → $921M (+$195M)

10% more funds holding

Funds holding: 134148 (+14)

4.4% more ownership

Funds ownership: 65.95%70.35% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
78
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$2.76M -$65.6K -2,539 -2%
IA
52
Inspire Advisors
Idaho
$2.52M +$18.5K +716 +0.7%
SCM
53
Saxony Capital Management
Missouri
$2.44M +$41.7K +1,616 +2%
Capital International Investors
54
Capital International Investors
California
$2.36M -$25.7K -993 -1%
Mariner
55
Mariner
Kansas
$2.27M +$808K +31,284 +56%
RMP
56
Richards, Merrill & Peterson
Washington
$2.2M +$245K +9,477 +13%
DC
57
DeDora Capital
California
$2.03M +$283K +10,947 +16%
P
58
&Partners
Tennessee
$2.01M +$1.98M +76,778 New
VA
59
Valmark Advisers
Ohio
$1.72M +$223K +8,651 +15%
CL
60
CLG LLC
California
$1.71M +$60.5K +2,343 +4%
DAS
61
Dynamic Advisor Solutions
Arizona
$1.46M +$407K +15,773 +39%
STA
62
Smith Thornton Advisors
Alabama
$1.34M +$52 +2 +0%
AAS
63
Avantax Advisory Services
Texas
$1.25M +$87.3K +3,378 +8%
FFA
64
Founders Financial Alliance
North Carolina
$1.17M +$621K +24,034 +115%
WWM
65
Western Wealth Management
Colorado
$1.15M +$18.7K +724 +2%
HI
66
Harbour Investments
Wisconsin
$1.14M +$205K +7,954 +22%
Jane Street
67
Jane Street
New York
$1.07M -$2.27M -87,682 -68%
SEI Investments
68
SEI Investments
Pennsylvania
$1.06M +$1.06M +40,945 New
SFGP
69
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.04M +$397K +15,380 +62%
BFG
70
Bleakley Financial Group
New Jersey
$992K -$184K -7,120 -16%
CWS
71
Confluence Wealth Services
Pennsylvania
$988K +$6.1K +236 +0.6%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$962K
TWM
73
TCFG Wealth Management
California
$959K +$171K +6,630 +22%
Truist Financial
74
Truist Financial
North Carolina
$922K -$63.8K -2,470 -6%
SFS
75
Sowell Financial Services
Arkansas
$861K +$454K +17,581 +112%

CGSD Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2025, worth a combined $921M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGSD positions and 7 closed out — a net gain of 15 holders — while 78 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $15.3M sold.

  • 148 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $921M of Capital Group Short Duration Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 22 funds opened new Capital Group Short Duration Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2025 was TownSquare Capital, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2025.