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Capital Group Short Duration Income ETF

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
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
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$269K
TAM
102
Titleist Asset Management
Texas
$261K
HTWM
103
Hartmann Taylor Wealth Management
Texas
$258K
AF
104
Allworth Financial
California
$257K
GWP
105
Gateway Wealth Partners
Wisconsin
$255K
ATPW
106
Ashton Thomas Private Wealth
Arizona
$252K
FA
107
Freestate Advisors
Kansas
$250K
OC
108
Oppenheimer & Co
New York
$228K
PS
109
Principal Securities
Iowa
$213K
GFPC
110
Global Financial Private Client
Florida
$212K
IWC
111
Integrated Wealth Concepts
Massachusetts
$207K
WIA
112
World Investment Advisors
California
$206K
MCA
113
MSH Capital Advisors
Arizona
$202K
RK
114
Rather & Kittrell
Tennessee
$201K
JBA
115
Johnson Bixby & Associates
Washington
$201K
CAL
116
Capital Analysts LLC
Pennsylvania
$198K
SPIA
117
Steward Partners Investment Advisory
New York
$194K
Comerica Bank
118
Comerica Bank
Texas
$172K
SAM
119
Smartleaf Asset Management
Massachusetts
$133K
SWM
120
Spire Wealth Management
Virginia
$127K
DJSG
121
D.J. St. Germain
Massachusetts
$74.8K
SIM
122
Synergy Investment Management
Florida
$74.8K
CFB
123
Cullen/Frost Bankers
Texas
$69.2K
NS
124
NBC Securities
Alabama
$40K
PTC
125
Private Trust Company
Ohio
$25.8K