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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

144 hedge funds and large institutions have $906M 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, 32 reducing their positions, and 6 closing their positions.

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
LPL Financial
2
LPL Financial
California
$103M
3
BAG
3
Bridgewealth Advisory Group
California
$20.4M
4
IA
4
IAM Advisory
Pennsylvania
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.7M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
Jane Street
2
Jane Street
New York
$1.07M
3
ME
3
McIlrath & Eck
Washington
$30.3M
4
NG
4
Norden Group
Utah
$14.5M
5
LWM
5
LongView Wealth Management
Georgia
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$415K 16,010 +16,010 New
EH
102
Equitable Holdings
New York
$377K 14,539 +2,550 +21%
AAS
103
Ameritas Advisory Services
Nebraska
$370K 14,253 -6,774 -32%
MOS
104
MGO One Seven
Ohio
$362K 13,950 -600 -4%
NFG
105
Nations Financial Group
Iowa
$342K 13,194 +2,753 +26%
CA
106
CGN Advisors
Kansas
$337K 12,985 -505 -4%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$335K 12,910 +12,910 New
HTWM
108
Hartmann Taylor Wealth Management
Texas
$289K 11,125 +1,125 +11%
USCWA
109
U.S. Capital Wealth Advisors
Texas
$285K 10,970 – –
BFA
110
Beacon Financial Advisory
Ohio
$273K 10,526 +10,526 New
TAM
111
Titleist Asset Management
Texas
$271K 10,449 +354 +4%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$253K 9,752 – –
AF
113
Allworth Financial
California
$253K 9,736 -187 -2%
OC
114
Oppenheimer & Co
New York
$229K 8,821 -4 -0%
IWC
115
Integrated Wealth Concepts
Massachusetts
$216K 8,310 +282 +4%
PS
116
Principal Securities
Iowa
$215K 8,300 – –
CAL
117
Capital Analysts LLC
Pennsylvania
$214K 8,256 +582 +8%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$214K 8,243 +8,243 New
AWA
119
Arkadios Wealth Advisors
Georgia
$214K 8,238 +8,238 New
GFPC
120
Global Financial Private Client
Florida
$213K 8,215 – –
SWP
121
Sagespring Wealth Partners
Tennessee
$209K 8,051 +8,051 New
RK
122
Rather & Kittrell
Tennessee
$202K 7,781 – –
JBA
123
Johnson Bixby & Associates
Washington
$202K 7,779 – –
Comerica Bank
124
Comerica Bank
Texas
$199K 7,663 +1,000 +15%
MAS
125
MPWM Advisory Solutions
Georgia
$172K 6,642 -6,003 -47%
3 4
5
6 7