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Capital Group Short Duration Income ETF

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Pines Wealth Management
North Carolina
$662K
RA
77
RFG Advisory
Alabama
$653K
PIA
78
Perennial Investment Advisors
California
$653K
SFG
79
Stonebridge Financial Group
Pennsylvania
$641K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$629K
DC
81
Davenport & Co
Virginia
$613K
CWM
82
Congress Wealth Management
Massachusetts
$603K
CA
83
Continuum Advisory
Idaho
$579K
AAS
84
Ameritas Advisory Services
Nebraska
$542K
FFA
85
Founders Financial Alliance
North Carolina
$539K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$515K
BCM
87
Brookstone Capital Management
Illinois
$481K
ACM
88
Aurdan Capital Management
Pennsylvania
$463K
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$455K
PFS
90
Prospera Financial Services
Texas
$425K
SFS
91
Sowell Financial Services
Arkansas
$404K
AFP
92
Ausdal Financial Partners
Iowa
$398K
MOS
93
MGO One Seven
Ohio
$376K
KIM
94
Kestra Investment Management
Texas
$369K
CA
95
CGN Advisors
Kansas
$348K
MAS
96
MPWM Advisory Solutions
Georgia
$326K
MSAM
97
Moloney Securities Asset Management
Missouri
$313K
EH
98
Equitable Holdings
New York
$309K
DFG
99
Delta Financial Group
New Jersey
$302K
USCWA
100
U.S. Capital Wealth Advisors
Texas
$283K