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Capital Group Short Duration Income ETF

186 hedge funds and large institutions have $1.45B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $1.28B → $1.45B (+$173M)

13% more funds holding

Funds holding: 165186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.37% less ownership

Funds ownership: 68.72%68.35% (-0.37%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
94
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$1.65M +$1.66M +63,956 New
WRPWM
77
Werba Rubin Papier Wealth Management
California
$1.57M +$146K +5,626 +10%
PIA
78
Perennial Investment Advisors
California
$1.49M +$103K +3,955 +7%
FFA
79
Founders Financial Alliance
North Carolina
$1.48M +$1.82K +70 +0.1%
SF
80
Summit Financial
New Jersey
$1.47M +$21.7K +836 +1%
Truist Financial
81
Truist Financial
North Carolina
$1.46M +$388K +14,909 +36%
WWM
82
Western Wealth Management
Colorado
$1.4M +$103K +3,975 +8%
MCM
83
MAI Capital Management
Ohio
$1.33M +$834K +32,074 +164%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.31M -$96.5K -3,711 -7%
WCG
85
Weaver Consulting Group
California
$1.18M +$1.19M +45,712 New
Natixis Advisors
86
Natixis Advisors
Massachusetts
$1.13M +$573K +22,031 +101%
CWS
87
Confluence Wealth Services
Pennsylvania
$1.05M
PFS
88
Prospera Financial Services
Texas
$1.01M +$730K +28,080 +251%
PWM
89
Pines Wealth Management
North Carolina
$982K +$183K +7,039 +23%
CWP
90
Cyndeo Wealth Partners
Florida
$973K +$96.1K +3,696 +11%
LWM
91
LongView Wealth Management
Georgia
$971K +$94.3K +3,627 +11%
CC
92
Clearwave Capital
California
$965K +$5.93K +228 +0.6%
EFH
93
Eaton Financial Holdings
Florida
$951K +$122K +4,689 +15%
BFS
94
Boyer Financial Services
California
$950K +$215K +8,285 +29%
IFG
95
Independent Financial Group
California
$905K -$6.24K -240 -0.7%
DADC
96
D.A. Davidson & Co
Montana
$902K +$909K +34,958 New
SPIA
97
Steward Partners Investment Advisory
New York
$900K +$590K +22,703 +186%
GWP
98
Gateway Wealth Partners
Wisconsin
$863K +$522K +20,088 +150%
DC
99
Davenport & Co
Virginia
$810K +$77.3K +2,972 +10%
IWC
100
Integrated Wealth Concepts
Massachusetts
$774K +$230K +8,842 +42%