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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 6 closing their positions.

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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
Jane Street
2
Jane Street
New York
$1.07M
3
ME
3
McIlrath & Eck
Washington
$30.3M
4
NG
4
Norden Group
Utah
$14.5M
5
LWM
5
LongView Wealth Management
Georgia
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$773K 29,810 +29,810 New
PWM
77
Pines Wealth Management
North Carolina
$770K 29,761 +4,077 +16%
CFS
78
Cannon Financial Strategists
Georgia
$752K 28,998 +28,998 New
FA
79
Freestate Advisors
Kansas
$748K 28,854 +19,163 +198%
GWANC
80
Guardian Wealth Advisors (North Carolina)
North Carolina
$743K 28,650 – –
ACA
81
Aptus Capital Advisors
Alabama
$743K 28,650 – –
PIA
82
Perennial Investment Advisors
California
$741K 28,570 +3,280 +13%
BB
83
Burford Brothers
Texas
$719K 27,731 -1,776 -6%
RA
84
RFG Advisory
Alabama
$700K 26,973 +1,664 +7%
LWM
85
LongView Wealth Management
Georgia
$678K 26,157 -28,982 -53%
RFG
86
RFP Financial Group
Georgia
$662K 25,544 -3,405 -12%
CWM
87
Congress Wealth Management
Massachusetts
$658K 25,376 +2,034 +9%
BCM
88
Brookstone Capital Management
Illinois
$658K 25,366 +6,718 +36%
BCA
89
Bay Colony Advisors
Massachusetts
$652K 25,153 -7,869 -24%
DC
90
Davenport & Co
Virginia
$624K 24,066 +321 +1%
SWP
91
Stratos Wealth Partners
Ohio
$602K 23,223 +23,223 New
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$592K 22,826 +2,882 +14%
WIA
93
World Investment Advisors
California
$550K 21,191 +13,227 +166%
CA
94
Continuum Advisory
Idaho
$549K 21,181 -1,239 -6%
MFG
95
Merit Financial Group
Georgia
$530K 20,427 +20,427 New
MCA
96
MSH Capital Advisors
Arizona
$496K 19,134 +11,297 +144%
ACM
97
Aurdan Capital Management
Pennsylvania
$476K 18,370 +422 +2%
SFWC
98
Strategic Family Wealth Counselors
New Jersey
$457K 17,623 – –
AFP
99
Ausdal Financial Partners
Iowa
$434K 16,719 +1,292 +8%
PFS
100
Prospera Financial Services
Texas
$419K 16,141 -317 -2%
2 3
4
5 6