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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

133 hedge funds and large institutions have $726M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
71
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.4M
2
LPL Financial
LPL Financial
California
+$17.2M
3
TC
TownSquare Capital
Utah
+$15.3M
4
NG
Norden Group
Utah
+$15.3M
5
Wells Fargo
Wells Fargo
California
+$9.05M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$17.1M
2
RFG
RFP Financial Group
Georgia
-$5.77M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.95M
4
FC
Fjell Capital
North Dakota
-$1.43M
5
IAA
Independent Advisor Alliance
North Carolina
-$857K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
Nations Financial Group
Iowa
$269K +$269K +10,441 New
TAM
102
Titleist Asset Management
Texas
$261K -$70K -2,711 -21%
HTWM
103
Hartmann Taylor Wealth Management
Texas
$258K +$258K +10,000 New
AF
104
Allworth Financial
California
$257K -$157K -6,059 -38%
GWP
105
Gateway Wealth Partners
Wisconsin
$255K +$35.9K +1,390 +16%
ATPW
106
Ashton Thomas Private Wealth
Arizona
$252K – – –
FA
107
Freestate Advisors
Kansas
$250K +$250K +9,691 New
OC
108
Oppenheimer & Co
New York
$228K +$3.23K +125 +1%
PS
109
Principal Securities
Iowa
$213K – – –
GFPC
110
Global Financial Private Client
Florida
$212K – – –
IWC
111
Integrated Wealth Concepts
Massachusetts
$207K +$207K +8,028 New
WIA
112
World Investment Advisors
California
$206K +$206K +7,964 New
MCA
113
MSH Capital Advisors
Arizona
$202K +$202K +7,837 New
RK
114
Rather & Kittrell
Tennessee
$201K +$201K +7,781 New
JBA
115
Johnson Bixby & Associates
Washington
$201K +$201K +7,779 New
CAL
116
Capital Analysts LLC
Pennsylvania
$198K +$198K +7,674 New
SPIA
117
Steward Partners Investment Advisory
New York
$194K +$24.9K +963 +15%
Comerica Bank
118
Comerica Bank
Texas
$172K +$152K +5,890 +762%
SAM
119
Smartleaf Asset Management
Massachusetts
$133K -$10.5K -407 -7%
SWM
120
Spire Wealth Management
Virginia
$127K +$1.86K +72 +1%
DJSG
121
D.J. St. Germain
Massachusetts
$74.8K -$18.6K -719 -20%
SIM
122
Synergy Investment Management
Florida
$74.8K +$74.8K +2,900 New
CFB
123
Cullen/Frost Bankers
Texas
$69.2K +$16.2K +627 +31%
NS
124
NBC Securities
Alabama
$40K +$39.6K +1,558 +9,738%
PTC
125
Private Trust Company
Ohio
$25.8K – – –
2 3 4
5
6