We are live on ! Find out more
CGSD icon

Capital Group Short Duration Income ETF

186 hedge funds and large institutions have $1.45B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $1.28B → $1.45B (+$173M)

13% more funds holding

Funds holding: 165186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.37% less ownership

Funds ownership: 68.72%68.35% (-0.37%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
94
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Saxony Capital Management
Missouri
$3.66M +$153K +5,878 +4%
EWA
52
EQ Wealth Advisors
Texas
$3.63M +$3.93K +151 +0.1%
EW
53
Entruity Wealth
California
$3.58M -$22.6K -869 -0.6%
Citadel Advisors
54
Citadel Advisors
Florida
$3.53M +$3.56M +136,707 New
SA
55
Sovran Advisors
California
$3.43M -$32.2K -1,240 -0.9%
Mariner
56
Mariner
Kansas
$3.3M +$380K +14,626 +13%
IAIM
57
International Assets Investment Management
Florida
$3.23M -$48.3K -1,857 -1%
IA
58
Inspire Advisors
Idaho
$2.93M +$54.1K +2,080 +2%
BWM
59
BlackDiamond Wealth Management
New York
$2.83M +$18.3K +705 +0.6%
DC
60
DeDora Capital
California
$2.54M +$133K +5,108 +5%
TWM
61
Troutman Wealth Management
Pennsylvania
$2.47M +$3.75K +144 +0.2%
CL
62
CLG LLC
California
$2.4M +$52.7K +2,028 +2%
HI
63
Harbour Investments
Wisconsin
$2.3M +$931K +35,820 +67%
HP
64
Holistic Planning
Texas
$2.26M +$2.28M +87,628 New
WSA
65
Wealth Science Advisors
Georgia
$2.24M
IA
66
IFP Advisors
Florida
$2.21M +$1.77M +67,922 +381%
EH
67
Equitable Holdings
New York
$2.19M +$1.28M +49,169 +137%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$2.06M +$690K +26,545 +50%
CFS
69
Cannon Financial Strategists
Georgia
$2.01M +$1.26M +48,358 +164%
FA
70
Freestate Advisors
Kansas
$1.92M +$383K +14,729 +25%
NECFA
71
New England Capital Financial Advisors
Connecticut
$1.91M -$4.8M -184,772 -71%
Capital International Investors
72
Capital International Investors
California
$1.89M +$61.8K +2,375 +3%
OC
73
Oppenheimer & Co
New York
$1.76M +$1.5M +57,660 +555%
STA
74
Smith Thornton Advisors
Alabama
$1.73M +$26 +1 +0%
WAM
75
WNY Asset Management
New York
$1.66M +$1.67M +64,388 New