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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

144 hedge funds and large institutions have $906M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
LPL Financial
LPL Financial
California
$103M
3
BAG
Bridgewealth Advisory Group
California
$20.4M
4
IA
IAM Advisory
Pennsylvania
$13.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.7M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
Jane Street
Jane Street
New York
$1.07M
3
ME
McIlrath & Eck
Washington
$30.3M
4
NG
Norden Group
Utah
$14.5M
5
LWM
LongView Wealth Management
Georgia
$678K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Saxony Capital Management
Missouri
$2.44M +$41.9K +1,616 +2%
Capital International Investors
52
Capital International Investors
California
$2.36M -$25.8K -993 -1%
Mariner
53
Mariner
Kansas
$2.27M +$811K +31,284 +56%
RMP
54
Richards, Merrill & Peterson
Washington
$2.2M +$246K +9,477 +13%
DC
55
DeDora Capital
California
$2.03M +$284K +10,947 +16%
P
56
&Partners
Tennessee
$2.01M +$2.01M +76,778 New
VA
57
Valmark Advisers
Ohio
$1.72M +$224K +8,651 +15%
CL
58
CLG LLC
California
$1.71M +$60.8K +2,343 +4%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.46M +$409K +15,773 +39%
STA
60
Smith Thornton Advisors
Alabama
$1.34M +$52 +2 +0%
AAS
61
Avantax Advisory Services
Texas
$1.25M +$87.6K +3,378 +8%
FFA
62
Founders Financial Alliance
North Carolina
$1.17M +$623K +24,034 +115%
WWM
63
Western Wealth Management
Colorado
$1.15M +$18.8K +724 +2%
HI
64
Harbour Investments
Wisconsin
$1.14M +$206K +7,954 +22%
Jane Street
65
Jane Street
New York
$1.07M -$2.27M -87,682 -68%
SEI Investments
66
SEI Investments
Pennsylvania
$1.06M +$1.06M +40,945 New
SFG
67
Stonebridge Financial Group
Pennsylvania
$1.04M +$399K +15,380 +62%
BFG
68
Bleakley Financial Group
New Jersey
$992K -$185K -7,120 -16%
CWS
69
Confluence Wealth Services
Pennsylvania
$988K +$6.12K +236 +0.6%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$962K – – –
TWM
71
TCFG Wealth Management
California
$959K +$172K +6,630 +22%
Truist Financial
72
Truist Financial
North Carolina
$922K -$64.1K -2,470 -6%
SFS
73
Sowell Financial Services
Arkansas
$861K +$456K +17,581 +112%
CWP
74
Cyndeo Wealth Partners
Florida
$856K +$17.6K +678 +2%
MA
75
Mutual Advisors
Nebraska
$798K -$38.6K -1,486 -5%
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