Capital Group Short Duration Income ETF
CGSD
83 hedge funds and large institutions have $368M invested in Capital Group Short Duration Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 10 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 17
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more capital invested
Capital invested by funds: $296M → $368M (+$71.9M)
4% more funds holding
Funds holding: 80 → 83 (+3)
3.83% less ownership
Funds ownership: 71.41% → 67.58% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$45.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.5M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$11.1M |
| 4 |
Morgan Stanley
New York
|
+$7.12M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$12.5M |
| 2 |
Jane Street
New York
|
-$3.67M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.58M |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$1.29M |
CGSD Hedge Fund Activity: Q2 2024 in Review
83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2024, worth a combined $368M — up 24% from $296M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CGSD positions and 10 closed out — a net gain of 5 holders — while 46 added to existing stakes and 17 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $45.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $12.5M sold.
- 83 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2024, up from 80 in Q1 2024.
- Funds reported $368M of Capital Group Short Duration Income ETF stock for Q2 2024, up 24% quarter-over-quarter.
- 15 funds opened new Capital Group Short Duration Income ETF positions in Q2 2024 and 10 closed out, a net change of +5 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q2 2024 was Capital Group Private Client Services, an estimated $45.6M added.
- The largest Capital Group Short Duration Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2024.