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Capital Group Short Duration Income ETF

119 hedge funds and large institutions have $567M invested in Capital Group Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
119
Holders Change
+21
Holders Change %
+21.43%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
27
Increased
54
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SG
101
StoneX Group
New York
$204K 7,956 +7,956 New
SPIA
102
Steward Partners Investment Advisory
New York
$168K 6,549 +6,549 New
SAM
103
Smartleaf Asset Management
Massachusetts
$142K 5,541 +75 +1%
SWM
104
Spire Wealth Management
Virginia
$124K 4,831 +4,831 New
WWP
105
WR Wealth Planners
Missouri
$93.9K 3,663 -1,856 -34%
DJSG
106
D.J. St. Germain
Massachusetts
$92.8K 3,619 -2,082 -37%
CFB
107
Cullen/Frost Bankers
Texas
$52.6K 2,053 +33 +2%
PTC
108
Private Trust Company
Ohio
$25.6K 1,000
IA
109
IFP Advisors
Florida
$22.1K 861 +11 +1%
AF
110
Advisornet Financial
Minnesota
$20K 780
Comerica Bank
111
Comerica Bank
Texas
$19.8K 773 +773 New
SRCM
112
Signature Resources Capital Management
California
$19.7K 768 +2 +0.3%
GRP
113
Global Retirement Partners
California
$11.3K 440
AG
114
AmeriFlex Group
Nevada
$9.48K 369 +369 New
CIAS
115
Capital Investment Advisory Services
North Carolina
$4.87K 190
OC
116
Oarsman Capital
Wisconsin
$3.92K 153 +2 +1%
BCMLT
117
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K 68 +68 New
GWM
118
Geneos Wealth Management
Colorado
$667 26 +26 New
NS
119
NBC Securities
Alabama
$423 16 -16,921 -100%
GLA
120
Good Life Advisors
Pennsylvania
-15,466 Closed
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
-375 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
-1 Closed