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Capital Group Short Duration Income ETF

148 hedge funds and large institutions have $921M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $727M → $921M (+$195M)

10% more funds holding

Funds holding: 134148 (+14)

4.4% more ownership

Funds ownership: 65.95%70.35% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
78
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Cyndeo Wealth Partners
Florida
$856K +$17.5K +678 +2%
PAS
77
Parsonex Advisory Services
Colorado
$854K +$851K +32,925 New
MA
78
Mutual Advisors
Nebraska
$798K -$38.4K -1,486 -5%
GRP
79
Global Retirement Partners
California
$773K +$770K +29,810 New
PWM
80
Pines Wealth Management
North Carolina
$770K +$105K +4,077 +16%
CFS
81
Cannon Financial Strategists
Georgia
$752K +$749K +28,998 New
FA
82
Freestate Advisors
Kansas
$748K +$495K +19,163 +198%
IFG
83
Independent Financial Group
California
$746K +$439 +17 +0.1%
ACA
84
Aptus Capital Advisors
Alabama
$743K
GWANC
85
Guardian Wealth Advisors (North Carolina)
North Carolina
$743K
PIA
86
Perennial Investment Advisors
California
$741K +$84.7K +3,280 +13%
BB
87
Burford Brothers
Texas
$719K -$45.9K -1,776 -6%
RA
88
RFG Advisory
Alabama
$700K +$43K +1,664 +7%
LWM
89
LongView Wealth Management
Georgia
$678K -$749K -28,982 -53%
RFG
90
RFP Financial Group
Georgia
$662K -$88K -3,405 -12%
CWM
91
Congress Wealth Management
Massachusetts
$658K +$52.5K +2,034 +9%
BCM
92
Brookstone Capital Management
Illinois
$658K +$174K +6,718 +36%
BCA
93
Bay Colony Advisors
Massachusetts
$652K -$203K -7,869 -24%
DC
94
Davenport & Co
Virginia
$624K +$8.29K +321 +1%
SWP
95
Stratos Wealth Partners
Ohio
$602K +$600K +23,223 New
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$592K +$74.5K +2,882 +14%
WIA
97
World Investment Advisors
California
$550K +$342K +13,227 +166%
CA
98
Continuum Advisory
Idaho
$549K -$32K -1,239 -6%
MFG
99
Merit Financial Group
Georgia
$530K +$528K +20,427 New
MCA
100
MSH Capital Advisors
Arizona
$496K +$292K +11,297 +144%

CGSD Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2025, worth a combined $921M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGSD positions and 7 closed out — a net gain of 15 holders — while 78 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $15.3M sold.

  • 148 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $921M of Capital Group Short Duration Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 22 funds opened new Capital Group Short Duration Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2025 was TownSquare Capital, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2025.