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Capital Group Short Duration Income ETF

145 hedge funds and large institutions have $911M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
PFS
101
Prospera Financial Services
Texas
$419K
BCI
102
Brinker Capital Investments
Pennsylvania
$415K
EH
103
Equitable Holdings
New York
$377K
AAS
104
Ameritas Advisory Services
Nebraska
$370K
MOS
105
MGO One Seven
Ohio
$362K
NFG
106
Nations Financial Group
Iowa
$342K
CA
107
CGN Advisors
Kansas
$337K
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$335K
HTWM
109
Hartmann Taylor Wealth Management
Texas
$289K
USCWA
110
U.S. Capital Wealth Advisors
Texas
$285K
BFA
111
Beacon Financial Advisory
Ohio
$273K
TAM
112
Titleist Asset Management
Texas
$271K
ATPW
113
Ashton Thomas Private Wealth
Arizona
$253K
AF
114
Allworth Financial
California
$253K
OC
115
Oppenheimer & Co
New York
$229K
IWC
116
Integrated Wealth Concepts
Massachusetts
$216K
PS
117
Principal Securities
Iowa
$215K
CAL
118
Capital Analysts LLC
Pennsylvania
$214K
Bank of New York Mellon
119
Bank of New York Mellon
New York
$214K
AWA
120
Arkadios Wealth Advisors
Georgia
$214K
GFPC
121
Global Financial Private Client
Florida
$213K
SWP
122
Sagespring Wealth Partners
Tennessee
$209K
RK
123
Rather & Kittrell
Tennessee
$202K
JBA
124
Johnson Bixby & Associates
Washington
$202K
Comerica Bank
125
Comerica Bank
Texas
$199K