Capital Group Short Duration Income ETF
CGSD
99 hedge funds and large institutions have $466M invested in Capital Group Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
194% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 17
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
27% more capital invested
Capital invested by funds: $368M → $466M (+$98.2M)
19% more funds holding
Funds holding: 83 → 99 (+16)
10.08% more ownership
Funds ownership: 67.58% → 77.66% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$89.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.7M |
| 3 |
BWG
Beta Wealth Group
San Diego,
California
|
+$7.42M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.28M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.41M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$2.35M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.58M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.25M |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
101
Simplicity Wealth
Summit,
New Jersey
| – | -$1.25M | -49,248 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$326K | -12,824 | Closed |
|
103
Bank of America
Charlotte,
North Carolina
| – | -$30K | -1,182 | Closed |
|
|
RCM
104
Raleigh Capital Management
Cary,
North Carolina
| – | -$13.9K | -546 | Closed |
|
105
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3.35K | -132 | Closed |
|
CGSD Hedge Fund Activity: Q3 2024 in Review
99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2024, worth a combined $466M — up 27% from $368M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CGSD positions and 6 closed out — a net gain of 17 holders — while 50 added to existing stakes and 17 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $89.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.41M sold.
- 99 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2024, up from 83 in Q2 2024.
- Funds reported $466M of Capital Group Short Duration Income ETF stock for Q3 2024, up 27% quarter-over-quarter.
- 23 funds opened new Capital Group Short Duration Income ETF positions in Q3 2024 and 6 closed out, a net change of +17 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $89.5M added.
- The largest Capital Group Short Duration Income ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.41M sold.
Based on aggregated 13F filings for Q3 2024.