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Capital Group Short Duration Income ETF

143 hedge funds and large institutions have $1.12B invested in Capital Group Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$964K
BFG
77
Bleakley Financial Group
New Jersey
$917K
CWP
78
Cyndeo Wealth Partners
Florida
$900K
PIA
79
Perennial Investment Advisors
California
$882K
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$843K
SFS
81
Sowell Financial Services
Arkansas
$829K
TWM
82
TCFG Wealth Management
California
$827K
PWM
83
Pines Wealth Management
North Carolina
$783K
CFS
84
Cannon Financial Strategists
Georgia
$756K
ACA
85
Aptus Capital Advisors
Alabama
$744K
GWANC
86
Guardian Wealth Advisors (North Carolina)
North Carolina
$744K
BB
87
Burford Brothers
Texas
$699K
EFH
88
Eaton Financial Holdings
Florida
$697K
SWP
89
Stratos Wealth Partners
Ohio
$692K
DC
90
Davenport & Co
Virginia
$655K
BCA
91
Bay Colony Advisors
Massachusetts
$639K
BCM
92
Brookstone Capital Management
Illinois
$636K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$633K
MA
94
Mutual Advisors
Nebraska
$619K
SMC
95
Smith, Moore & Co
Missouri
$594K
CA
96
Continuum Advisory
Idaho
$583K
OHWA
97
Oak Hill Wealth Advisors
Virginia
$564K
GRP
98
Global Retirement Partners
California
$512K
PFS
99
Prospera Financial Services
Texas
$512K
GWSG
100
GPS Wealth Strategies Group
Colorado
$501K