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Capital Group Short Duration Income ETF

146 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, 88 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
PAS
81
Parsonex Advisory Services
Colorado
$830K
SFS
82
Sowell Financial Services
Arkansas
$829K
TWM
83
TCFG Wealth Management
California
$827K
PWM
84
Pines Wealth Management
North Carolina
$783K
CFS
85
Cannon Financial Strategists
Georgia
$756K
ACA
86
Aptus Capital Advisors
Alabama
$744K
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$744K
BB
88
Burford Brothers
Texas
$699K
EFH
89
Eaton Financial Holdings
Florida
$697K
SWP
90
Stratos Wealth Partners
Ohio
$692K
DC
91
Davenport & Co
Virginia
$655K
BCA
92
Bay Colony Advisors
Massachusetts
$639K
BCM
93
Brookstone Capital Management
Illinois
$636K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$633K
MA
95
Mutual Advisors
Nebraska
$619K
SMC
96
Smith, Moore & Co
Missouri
$594K
CA
97
Continuum Advisory
Idaho
$583K
OHWA
98
Oak Hill Wealth Advisors
Virginia
$564K
GRP
99
Global Retirement Partners
California
$512K
PFS
100
Prospera Financial Services
Texas
$512K