Capital Group Short Duration Income ETF
CGSD
80 hedge funds and large institutions have $296M invested in Capital Group Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 5 closing their positions.
291% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 11
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
35% more capital invested
Capital invested by funds: $219M → $296M (+$76.6M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 69 → 80 (+11)
3.32% more ownership
Funds ownership: 68.09% → 71.41% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$12.1M |
| 3 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$7.01M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.88M |
| 5 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.73M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$1.29M |
| 3 |
HF
HRT Financial
New York
|
-$329K |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$255K |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $77.1K | +$77.3K | +3,037 | New |
|
77
CIBC Private Wealth Group
Atlanta,
Georgia
| $50.7K | +$50.9K | +2,000 | New |
|
|
PTC
78
Private Trust Company
Cleveland,
Ohio
| $25.4K | – | – | – |
|
|
SRCM
79
Signature Resources Capital Management
Newport Beach,
California
| $22.2K | – | – | – |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| $21K | +$229 | +9 | +1% |
|
|
HF
81
HRT Financial
New York
| – | -$329K | -12,941 | Closed |
|
|
MSAM
82
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$255K | -10,000 | Closed |
|
|
SAG
83
SageView Advisory Group
Newport Beach,
California
| – | -$227K | -8,861 | Closed |
|
|
TWM
84
Tradition Wealth Management
Edina,
Minnesota
| – | -$102K | -4,000 | Closed |
|
|
ASN
85
Advisory Services Network
Atlanta,
Georgia
| – | -$38.2K | -1,500 | Closed |
|
CGSD Hedge Fund Activity: Q1 2024 in Review
80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2024, worth a combined $296M — up 35% from $219M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CGSD positions and 5 closed out — a net gain of 12 holders — while 43 added to existing stakes and 11 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $20M. The largest seller was Jane Street, cutting an estimated $3.73M.
- 80 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2024, up from 69 in Q4 2023.
- Funds reported $296M of Capital Group Short Duration Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 17 funds opened new Capital Group Short Duration Income ETF positions in Q1 2024 and 5 closed out, a net change of +12 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20M added.
- The largest Capital Group Short Duration Income ETF seller in Q1 2024 was Jane Street, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2024.