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Capital Group Short Duration Income ETF

145 hedge funds and large institutions have $911M 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, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$798K
GRP
77
Global Retirement Partners
California
$773K
PWM
78
Pines Wealth Management
North Carolina
$770K
CFS
79
Cannon Financial Strategists
Georgia
$752K
FA
80
Freestate Advisors
Kansas
$748K
ACA
81
Aptus Capital Advisors
Alabama
$743K
GWANC
82
Guardian Wealth Advisors (North Carolina)
North Carolina
$743K
PIA
83
Perennial Investment Advisors
California
$741K
BB
84
Burford Brothers
Texas
$719K
RA
85
RFG Advisory
Alabama
$700K
LWM
86
LongView Wealth Management
Georgia
$678K
RFG
87
RFP Financial Group
Georgia
$662K
CWM
88
Congress Wealth Management
Massachusetts
$658K
BCM
89
Brookstone Capital Management
Illinois
$658K
BCA
90
Bay Colony Advisors
Massachusetts
$652K
DC
91
Davenport & Co
Virginia
$624K
SWP
92
Stratos Wealth Partners
Ohio
$602K
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$592K
WIA
94
World Investment Advisors
California
$550K
CA
95
Continuum Advisory
Idaho
$549K
MFG
96
Merit Financial Group
Georgia
$530K
MCA
97
MSH Capital Advisors
Arizona
$496K
ACM
98
Aurdan Capital Management
Pennsylvania
$476K
SFWC
99
Strategic Family Wealth Counselors
New Jersey
$457K
AFP
100
Ausdal Financial Partners
Iowa
$434K