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Capital Group Short Duration Income ETF
CGSD

165 hedge funds and large institutions have $1.28B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

14% more capital invested

Capital invested by funds: $1.12B → $1.28B (+$158M)

12% more funds holding

Funds holding: 147 → 165 (+18)

3.13% less ownership

Funds ownership: 71.85% → 68.72% (-3.1%)

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
32
Increased
87
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WTFG
Wood Tarver Financial Group
Idaho
+$30.5M
2
LPL Financial
LPL Financial
California
+$29.8M
3
Wells Fargo
Wells Fargo
California
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$10.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.16M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.5M
2
KIM
Kestra Investment Management
Texas
-$6.49M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
4
Jane Street
Jane Street
New York
-$5.18M
5
EW
Entruity Wealth
California
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$3.3M +$21.8K +836 +0.7%
RMP
52
Richards, Merrill & Peterson
Washington
$3.23M +$889K +34,136 +38%
Mariner
53
Mariner
Kansas
$2.95M +$142K +5,452 +5%
IA
54
Inspire Advisors
Idaho
$2.9M +$53.8K +2,065 +2%
BWM
55
BlackDiamond Wealth Management
New York
$2.84M -$203K -7,799 -7%
TWM
56
Troutman Wealth Management
Pennsylvania
$2.49M +$2.49M +95,733 New
WIA
57
World Investment Advisors
California
$2.45M +$776K +29,812 +46%
DC
58
DeDora Capital
California
$2.43M +$384K +14,750 +19%
CL
59
CLG LLC
California
$2.37M +$242K +9,303 +11%
WSA
60
Wealth Science Advisors
Georgia
$2.24M +$2.24M +86,043 New
CCA
61
Conservest Capital Advisors
Pennsylvania
$2.18M +$2.19M +83,978 New
KAS
62
Kestra Advisory Services
Texas
$1.89M -$230K -8,842 -11%
Capital International Investors
63
Capital International Investors
California
$1.85M -$780K -29,970 -30%
STA
64
Smith Thornton Advisors
Alabama
$1.75M +$26 +1 +0%
FA
65
Freestate Advisors
Kansas
$1.56M +$206K +7,907 +15%
FFA
66
Founders Financial Alliance
North Carolina
$1.49M +$270K +10,375 +22%
SF
67
Summit Financial
New Jersey
$1.46M +$65.4K +2,512 +5%
WRPWM
68
Werba Rubin Papier Wealth Management
California
$1.44M +$50.2K +1,929 +4%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.42M -$157K -6,029 -10%
PIA
70
Perennial Investment Advisors
California
$1.4M +$512K +19,680 +58%
HI
71
Harbour Investments
Wisconsin
$1.39M +$183K +7,036 +15%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$1.39M +$545K +20,928 +65%
WWM
73
Western Wealth Management
Colorado
$1.31M +$177K +6,812 +16%
PAS
74
Parsonex Advisory Services
Colorado
$1.12M +$291K +11,194 +35%
Truist Financial
75
Truist Financial
North Carolina
$1.09M +$87.7K +3,369 +9%
1 2
3
4 5

CGSD Hedge Fund Activity: Q4 2025 in Review

165 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2025, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGSD positions and 11 closed out — a net gain of 21 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was Wood Tarver Financial Group, adding an estimated $30.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.5M sold.

  • 165 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2025, up from 147 in Q3 2025.
  • Funds reported $1.28B of Capital Group Short Duration Income ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 32 funds opened new Capital Group Short Duration Income ETF positions in Q4 2025 and 11 closed out, a net change of +21 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q4 2025 was Wood Tarver Financial Group, an estimated $30.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q4 2025 was Susquehanna International Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.