Capital Group Short Duration Income ETF
CGSD
120 hedge funds and large institutions have $568M invested in Capital Group Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 3 closing their positions.
800% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 3
90% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 29
22% more capital invested
Capital invested by funds: $466M → $568M (+$102M)
21% more funds holding
Funds holding: 99 → 120 (+21)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12.32% less ownership
Funds ownership: 77.66% → 65.34% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.8M |
| 2 |
Morgan Stanley
New York
|
+$12.5M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.18M |
| 4 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$6.49M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$88.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.49M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.66M |
| 4 |
Jane Street
New York
|
-$1.44M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$1.03M |
CGSD Hedge Fund Activity: Q4 2024 in Review
120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2024, worth a combined $568M — up 22% from $466M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CGSD positions and 3 closed out — a net gain of 24 holders — while 55 added to existing stakes and 29 trimmed.
The largest buyer was LPL Financial, adding an estimated $20.8M. The largest seller was International Assets Investment Management, cutting an estimated $88.8M.
- 120 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2024, up from 99 in Q3 2024.
- Funds reported $568M of Capital Group Short Duration Income ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 27 funds opened new Capital Group Short Duration Income ETF positions in Q4 2024 and 3 closed out, a net change of +24 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q4 2024 was LPL Financial, an estimated $20.8M added.
- The largest Capital Group Short Duration Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $88.8M sold.
Based on aggregated 13F filings for Q4 2024.