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Capital Group Short Duration Income ETF

164 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, 86 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
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
USCWA
101
U.S. Capital Wealth Advisors
Texas
$536K
TWMI
102
Tortuga Wealth Management, Inc
California
$528K
SMC
103
Smith, Moore & Co
Missouri
$524K
CA
104
Continuum Advisory
Idaho
$524K
JDLA
105
J. Derek Lewis & Associates
California
$517K
GRP
106
Global Retirement Partners
California
$513K
MCM
107
MAI Capital Management
Ohio
$508K
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$486K
ACM
109
Aurdan Capital Management
Pennsylvania
$485K
IA
110
IFP Advisors
Florida
$463K
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$458K
PA
112
ProCore Advisors
California
$452K
AFP
113
Ausdal Financial Partners
Iowa
$426K
BCM
114
Brookstone Capital Management
Illinois
$410K
CFB
115
Cullen/Frost Bankers
Texas
$401K
BFA
116
Beacon Financial Advisory
Ohio
$393K
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$386K
KW
118
KWB Wealth
California
$370K
IA
119
Integrity Alliance
Iowa
$366K
AP
120
Advisortrust Partners
North Carolina
$366K
NFG
121
Nations Financial Group
Iowa
$365K
GWP
122
Gateway Wealth Partners
Wisconsin
$348K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$348K
SPIA
124
Steward Partners Investment Advisory
New York
$317K
SFGP
125
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$316K