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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

133 hedge funds and large institutions have $726M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
71
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.4M
2
LPL Financial
LPL Financial
California
+$17.2M
3
TC
TownSquare Capital
Utah
+$15.3M
4
NG
Norden Group
Utah
+$15.3M
5
Wells Fargo
Wells Fargo
California
+$9.05M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$17.1M
2
RFG
RFP Financial Group
Georgia
-$5.77M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.95M
4
FC
Fjell Capital
North Dakota
-$1.43M
5
IAA
Independent Advisor Alliance
North Carolina
-$857K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Pines Wealth Management
North Carolina
$662K -$18.1K -703 -3%
RA
77
RFG Advisory
Alabama
$653K +$653K +25,309 New
PIA
78
Perennial Investment Advisors
California
$653K +$653K +25,290 New
SFG
79
Stonebridge Financial Group
Pennsylvania
$641K +$19.3K +746 +3%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$629K +$629K +24,372 New
DC
81
Davenport & Co
Virginia
$613K -$21.6K -837 -3%
CWM
82
Congress Wealth Management
Massachusetts
$603K +$603K +23,342 New
CA
83
Continuum Advisory
Idaho
$579K +$196K +7,610 +51%
AAS
84
Ameritas Advisory Services
Nebraska
$542K -$492K -19,088 -48%
FFA
85
Founders Financial Alliance
North Carolina
$539K +$539K +20,900 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$515K +$98.7K +3,821 +24%
BCM
87
Brookstone Capital Management
Illinois
$481K -$66K -2,559 -12%
ACM
88
Aurdan Capital Management
Pennsylvania
$463K +$52.2K +2,024 +13%
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$455K – – –
PFS
90
Prospera Financial Services
Texas
$425K -$17.2K -668 -4%
SFS
91
Sowell Financial Services
Arkansas
$404K +$5.73K +222 +1%
AFP
92
Ausdal Financial Partners
Iowa
$398K +$17.3K +670 +5%
MOS
93
MGO One Seven
Ohio
$376K -$15.5K -600 -4%
KIM
94
Kestra Investment Management
Texas
$369K -$112K -4,323 -23%
CA
95
CGN Advisors
Kansas
$348K +$27.9K +1,081 +9%
MAS
96
MPWM Advisory Solutions
Georgia
$326K +$27.7K +1,074 +9%
MSAM
97
Moloney Securities Asset Management
Missouri
$313K +$313K +12,112 New
EH
98
Equitable Holdings
New York
$309K +$46.5K +1,800 +18%
DFG
99
Delta Financial Group
New Jersey
$302K +$13.6K +526 +5%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$283K -$12.9K -500 -4%
2 3
4
5 6