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Capital Group Short Duration Income ETF

144 hedge funds and large institutions have $906M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$415K +$415K +16,010 New
EH
102
Equitable Holdings
New York
$377K +$66.1K +2,550 +21%
AAS
103
Ameritas Advisory Services
Nebraska
$370K -$176K -6,774 -32%
MOS
104
MGO One Seven
Ohio
$362K -$15.6K -600 -4%
NFG
105
Nations Financial Group
Iowa
$342K +$71.4K +2,753 +26%
CA
106
CGN Advisors
Kansas
$337K -$13.1K -505 -4%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$335K +$335K +12,910 New
HTWM
108
Hartmann Taylor Wealth Management
Texas
$289K +$29.2K +1,125 +11%
USCWA
109
U.S. Capital Wealth Advisors
Texas
$285K
BFA
110
Beacon Financial Advisory
Ohio
$273K +$273K +10,526 New
TAM
111
Titleist Asset Management
Texas
$271K +$9.18K +354 +4%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$253K
AF
113
Allworth Financial
California
$253K -$4.85K -187 -2%
OC
114
Oppenheimer & Co
New York
$229K -$104 -4 -0%
IWC
115
Integrated Wealth Concepts
Massachusetts
$216K +$7.31K +282 +4%
PS
116
Principal Securities
Iowa
$215K
CAL
117
Capital Analysts LLC
Pennsylvania
$214K +$15.1K +582 +8%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$214K +$214K +8,243 New
AWA
119
Arkadios Wealth Advisors
Georgia
$214K +$214K +8,238 New
GFPC
120
Global Financial Private Client
Florida
$213K
SWP
121
Sagespring Wealth Partners
Tennessee
$209K +$209K +8,051 New
RK
122
Rather & Kittrell
Tennessee
$202K
JBA
123
Johnson Bixby & Associates
Washington
$202K
Comerica Bank
124
Comerica Bank
Texas
$199K +$25.9K +1,000 +15%
MAS
125
MPWM Advisory Solutions
Georgia
$172K -$156K -6,003 -47%