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Capital Group Short Duration Income ETF
CGSD

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: 165 → 186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (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
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$36.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$21.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.5M
2
RFG
RFP Financial Group
Georgia
-$20.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.23M
4
NECFA
New England Capital Financial Advisors
Connecticut
-$4.8M
5
SCM
SOL Capital Management
Maryland
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$1.65M +$1.66M +63,956 New
WRPWM
77
Werba Rubin Papier Wealth Management
California
$1.57M +$146K +5,626 +10%
PIA
78
Perennial Investment Advisors
California
$1.49M +$103K +3,955 +7%
FFA
79
Founders Financial Alliance
North Carolina
$1.48M +$1.82K +70 +0.1%
SF
80
Summit Financial
New Jersey
$1.47M +$21.7K +836 +1%
Truist Financial
81
Truist Financial
North Carolina
$1.46M +$388K +14,909 +36%
WWM
82
Western Wealth Management
Colorado
$1.4M +$103K +3,975 +8%
MCM
83
MAI Capital Management
Ohio
$1.33M +$834K +32,074 +164%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.31M -$96.5K -3,711 -7%
WCG
85
Weaver Consulting Group
California
$1.18M +$1.19M +45,712 New
Natixis Advisors
86
Natixis Advisors
Massachusetts
$1.13M +$573K +22,031 +101%
CWS
87
Confluence Wealth Services
Pennsylvania
$1.05M – – –
PFS
88
Prospera Financial Services
Texas
$1.01M +$730K +28,080 +251%
PWM
89
Pines Wealth Management
North Carolina
$982K +$183K +7,039 +23%
CWP
90
Cyndeo Wealth Partners
Florida
$973K +$96.1K +3,696 +11%
LWM
91
LongView Wealth Management
Georgia
$971K +$94.3K +3,627 +11%
CC
92
Clearwave Capital
California
$965K +$5.93K +228 +0.6%
EFH
93
Eaton Financial Holdings
Florida
$951K +$122K +4,689 +15%
BFS
94
Boyer Financial Services
California
$950K +$215K +8,285 +29%
IFG
95
Independent Financial Group
California
$905K -$6.24K -240 -0.7%
DADC
96
D.A. Davidson & Co
Montana
$902K +$909K +34,958 New
SPIA
97
Steward Partners Investment Advisory
New York
$900K +$590K +22,703 +186%
GWP
98
Gateway Wealth Partners
Wisconsin
$863K +$522K +20,088 +150%
DC
99
Davenport & Co
Virginia
$810K +$77.3K +2,972 +10%
IWC
100
Integrated Wealth Concepts
Massachusetts
$774K +$230K +8,842 +42%
2 3
4
5 6

CGSD Hedge Fund Activity: Q1 2026 in Review

186 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2026, worth a combined $1.45B — up 13% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGSD positions and 11 closed out — a net gain of 24 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $36.5M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $22.5M.

  • 186 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2026, up from 165 in Q4 2025.
  • Funds reported $1.45B of Capital Group Short Duration Income ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 35 funds opened new Capital Group Short Duration Income ETF positions in Q1 2026 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $36.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2026.