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Capital Group Short Duration Income ETF

144 hedge funds and large institutions have $906M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
76
Global Retirement Partners
California
$773K +$773K +29,810 New
PWM
77
Pines Wealth Management
North Carolina
$770K +$105K +4,077 +16%
CFS
78
Cannon Financial Strategists
Georgia
$752K +$752K +28,998 New
FA
79
Freestate Advisors
Kansas
$748K +$497K +19,163 +198%
ACA
80
Aptus Capital Advisors
Alabama
$743K
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$743K
PIA
82
Perennial Investment Advisors
California
$741K +$85.1K +3,280 +13%
BB
83
Burford Brothers
Texas
$719K -$46.1K -1,776 -6%
RA
84
RFG Advisory
Alabama
$700K +$43.2K +1,664 +7%
LWM
85
LongView Wealth Management
Georgia
$678K -$752K -28,982 -53%
RFG
86
RFP Financial Group
Georgia
$662K -$88.3K -3,405 -12%
CWM
87
Congress Wealth Management
Massachusetts
$658K +$52.8K +2,034 +9%
BCM
88
Brookstone Capital Management
Illinois
$658K +$174K +6,718 +36%
BCA
89
Bay Colony Advisors
Massachusetts
$652K -$204K -7,869 -24%
DC
90
Davenport & Co
Virginia
$624K +$8.33K +321 +1%
SWP
91
Stratos Wealth Partners
Ohio
$602K +$602K +23,223 New
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$592K +$74.7K +2,882 +14%
WIA
93
World Investment Advisors
California
$550K +$343K +13,227 +166%
CA
94
Continuum Advisory
Idaho
$549K -$32.1K -1,239 -6%
MFG
95
Merit Financial Group
Georgia
$530K +$530K +20,427 New
MCA
96
MSH Capital Advisors
Arizona
$496K +$293K +11,297 +144%
ACM
97
Aurdan Capital Management
Pennsylvania
$476K +$10.9K +422 +2%
SFWC
98
Strategic Family Wealth Counselors
New Jersey
$457K
AFP
99
Ausdal Financial Partners
Iowa
$434K +$33.5K +1,292 +8%
PFS
100
Prospera Financial Services
Texas
$419K -$8.22K -317 -2%