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Capital Group Short Duration Income ETF
CGSD

99 hedge funds and large institutions have $466M invested in Capital Group Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

194% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 17

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

27% more capital invested

Capital invested by funds: $368M → $466M (+$98.2M)

19% more funds holding

Funds holding: 83 → 99 (+16)

10.08% more ownership

Funds ownership: 67.58% → 77.66% (+10%)

Holders
99
Holders Change
+16
Holders Change %
+19.28%
% of All Funds
1.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
50
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$89.5M
2
LPL Financial
LPL Financial
California
+$11.7M
3
BWG
Beta Wealth Group
California
+$7.42M
4
UBS Group
UBS Group
Switzerland
+$7.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.48M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.41M
2
WAM
WNY Asset Management
New York
-$2.35M
3
AAS
Ameritas Advisory Services
Nebraska
-$1.58M
4
SW
Simplicity Wealth
New Jersey
-$1.25M
5
ME
McIlrath & Eck
Washington
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$334K +$332K +12,885 New
CA
77
Continuum Advisory
Idaho
$319K -$685K -26,618 -68%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$297K +$295K +11,470 New
RJA
79
Raymond James & Associates
Florida
$297K +$295K +11,449 New
TAM
80
Titleist Asset Management
Texas
$279K +$277K +10,779 New
DFG
81
Delta Financial Group
New Jersey
$239K +$238K +9,243 New
OC
82
Oppenheimer & Co
New York
$225K – – –
GWP
83
Gateway Wealth Partners
Wisconsin
$220K +$219K +8,494 New
PS
84
Principal Securities
Iowa
$215K – – –
GFPC
85
Global Financial Private Client
Florida
$213K +$211K +8,215 New
DJSG
86
D.J. St. Germain
Massachusetts
$148K – – –
WWP
87
WR Wealth Planners
Missouri
$143K +$3.81K +148 +3%
SAM
88
Smartleaf Asset Management
Massachusetts
$142K +$141K +5,466 New
IAIM
89
International Assets Investment Management
Florida
$138K +$89.5M +3,474,992 +3,097%
CFB
90
Cullen/Frost Bankers
Texas
$52.3K +$52K +2,020 New
PTC
91
Private Trust Company
Ohio
$25.9K – – –
IA
92
IFP Advisors
Florida
$22K +$257 +10 +1%
AF
93
Advisornet Financial
Minnesota
$20.2K – – –
SRCM
94
Signature Resources Capital Management
California
$19.8K -$309 -12 -2%
GRP
95
Global Retirement Partners
California
$11.4K +$11.3K +440 New
JP Morgan Chase
96
JP Morgan Chase
New York
$9.74K +$9.6K +373 +18,650%
CIAS
97
Capital Investment Advisory Services
North Carolina
$4.92K +$4.89K +190 New
OC
98
Oarsman Capital
Wisconsin
$3.91K +$3.89K +151 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$26 +$26 +1 New
OMC
100
Old Mission Capital
Illinois
– -$2.41M -95,023 Closed
1 2 3
4
5

CGSD Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2024, worth a combined $466M — up 27% from $368M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CGSD positions and 6 closed out — a net gain of 17 holders — while 50 added to existing stakes and 17 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $89.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.41M sold.

  • 99 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $466M of Capital Group Short Duration Income ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 23 funds opened new Capital Group Short Duration Income ETF positions in Q3 2024 and 6 closed out, a net change of +17 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $89.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2024.