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Capital Group Short Duration Income ETF

146 hedge funds and large institutions have $920M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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

Top Sellers

1 -$15.3M
2 -$2.27M
3 -$1.13M
4
ME
McIlrath & Eck
Washington
-$927K
5
NG
Norden Group
Utah
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Cyndeo Wealth Partners
Florida
$856K
MA
77
Mutual Advisors
Nebraska
$798K
GRP
78
Global Retirement Partners
California
$773K
PWM
79
Pines Wealth Management
North Carolina
$770K
CFS
80
Cannon Financial Strategists
Georgia
$752K
FA
81
Freestate Advisors
Kansas
$748K
ACA
82
Aptus Capital Advisors
Alabama
$743K
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$743K
PIA
84
Perennial Investment Advisors
California
$741K
BB
85
Burford Brothers
Texas
$719K
RA
86
RFG Advisory
Alabama
$700K
LWM
87
LongView Wealth Management
Georgia
$678K
RFG
88
RFP Financial Group
Georgia
$662K
CWM
89
Congress Wealth Management
Massachusetts
$658K
BCM
90
Brookstone Capital Management
Illinois
$658K
BCA
91
Bay Colony Advisors
Massachusetts
$652K
DC
92
Davenport & Co
Virginia
$624K
SWP
93
Stratos Wealth Partners
Ohio
$602K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$592K
WIA
95
World Investment Advisors
California
$550K
CA
96
Continuum Advisory
Idaho
$549K
MFG
97
Merit Financial Group
Georgia
$530K
MCA
98
MSH Capital Advisors
Arizona
$496K
ACM
99
Aurdan Capital Management
Pennsylvania
$476K
SFWC
100
Strategic Family Wealth Counselors
New Jersey
$457K