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Capital Group Short Duration Income ETF

165 hedge funds and large institutions have $1.28B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
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 Buyers

1 +$30.5M
2 +$29.8M
3 +$16M
4
Morgan Stanley
Morgan Stanley
New York
+$10.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.16M

Top Sellers

1 -$10.5M
2 -$6.49M
3 -$5.93M
4
Jane Street
Jane Street
New York
-$5.18M
5
EW
Entruity Wealth
California
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Confluence Wealth Services
Pennsylvania
$1.06M
CC
77
Clearwave Capital
California
$968K
EH
78
Equitable Holdings
New York
$933K
IFG
79
Independent Financial Group
California
$919K
CWP
80
Cyndeo Wealth Partners
Florida
$885K
LWM
81
LongView Wealth Management
Georgia
$880K
EFH
82
Eaton Financial Holdings
Florida
$837K
PWM
83
Pines Wealth Management
North Carolina
$807K
TWM
84
TCFG Wealth Management
California
$792K
BFG
85
Bleakley Financial Group
New Jersey
$782K
Cerity Partners
86
Cerity Partners
New York
$770K
CFS
87
Cannon Financial Strategists
Georgia
$766K
MW
88
Merited Wealth
Florida
$766K
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$745K
ACA
90
Aptus Capital Advisors
Alabama
$745K
BFS
91
Boyer Financial Services
California
$742K
DC
92
Davenport & Co
Virginia
$739K
DAS
93
Dynamic Advisor Solutions
Arizona
$737K
CPA
94
Capital Planning Advisors
California
$683K
BCA
95
Bay Colony Advisors
Massachusetts
$643K
MA
96
Mutual Advisors
Nebraska
$618K
CA
97
CGN Advisors
Kansas
$613K
BB
98
Burford Brothers
Texas
$608K
Natixis Advisors
99
Natixis Advisors
Massachusetts
$569K
SFS
100
Sowell Financial Services
Arkansas
$565K