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Capital Group Short Duration Income ETF

185 hedge funds and large institutions have $1.44B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
76
Werba Rubin Papier Wealth Management
California
$1.57M
PIA
77
Perennial Investment Advisors
California
$1.49M
FFA
78
Founders Financial Alliance
North Carolina
$1.48M
SF
79
Summit Financial
New Jersey
$1.47M
Truist Financial
80
Truist Financial
North Carolina
$1.46M
WWM
81
Western Wealth Management
Colorado
$1.4M
MCM
82
MAI Capital Management
Ohio
$1.33M
BCI
83
Brinker Capital Investments
Pennsylvania
$1.31M
WCG
84
Weaver Consulting Group
California
$1.18M
Natixis Advisors
85
Natixis Advisors
Massachusetts
$1.13M
CWS
86
Confluence Wealth Services
Pennsylvania
$1.05M
PFS
87
Prospera Financial Services
Texas
$1.01M
PWM
88
Pines Wealth Management
North Carolina
$982K
CWP
89
Cyndeo Wealth Partners
Florida
$973K
LWM
90
LongView Wealth Management
Georgia
$971K
CC
91
Clearwave Capital
California
$965K
EFH
92
Eaton Financial Holdings
Florida
$951K
BFS
93
Boyer Financial Services
California
$950K
IFG
94
Independent Financial Group
California
$905K
DADC
95
D.A. Davidson & Co
Montana
$902K
SPIA
96
Steward Partners Investment Advisory
New York
$900K
GWP
97
Gateway Wealth Partners
Wisconsin
$863K
DC
98
Davenport & Co
Virginia
$810K
IWC
99
Integrated Wealth Concepts
Massachusetts
$774K
TWM
100
TCFG Wealth Management
California
$761K