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Capital Group Short Duration Income ETF

148 hedge funds and large institutions have $921M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $727M → $921M (+$195M)

10% more funds holding

Funds holding: 134148 (+14)

4.4% more ownership

Funds ownership: 65.95%70.35% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
78
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Aurdan Capital Management
Pennsylvania
$476K +$10.9K +422 +2%
SFWC
102
Strategic Family Wealth Counselors
New Jersey
$457K
AFP
103
Ausdal Financial Partners
Iowa
$434K +$33.4K +1,292 +8%
PFS
104
Prospera Financial Services
Texas
$419K -$8.19K -317 -2%
BCI
105
Brinker Capital Investments
Pennsylvania
$415K +$414K +16,010 New
EH
106
Equitable Holdings
New York
$377K +$65.9K +2,550 +21%
AAS
107
Ameritas Advisory Services
Nebraska
$370K -$175K -6,774 -32%
MOS
108
MGO One Seven
Ohio
$362K -$15.5K -600 -4%
NFG
109
Nations Financial Group
Iowa
$342K +$71.1K +2,753 +26%
CA
110
CGN Advisors
Kansas
$337K -$13K -505 -4%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$335K +$334K +12,910 New
HTWM
112
Hartmann Taylor Wealth Management
Texas
$289K +$29.1K +1,125 +11%
USCWA
113
U.S. Capital Wealth Advisors
Texas
$285K
BFA
114
Beacon Financial Advisory
Ohio
$273K +$272K +10,526 New
TAM
115
Titleist Asset Management
Texas
$271K +$9.14K +354 +4%
ATPW
116
Ashton Thomas Private Wealth
Arizona
$253K
AF
117
Allworth Financial
California
$253K -$4.83K -187 -2%
OC
118
Oppenheimer & Co
New York
$229K -$103 -4 -0%
IWC
119
Integrated Wealth Concepts
Massachusetts
$216K +$7.29K +282 +4%
PS
120
Principal Securities
Iowa
$215K
CAL
121
Capital Analysts LLC
Pennsylvania
$214K +$15K +582 +8%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$214K +$213K +8,243 New
AWA
123
Arkadios Wealth Advisors
Georgia
$214K +$213K +8,238 New
GFPC
124
Global Financial Private Client
Florida
$213K
SWP
125
Sagespring Wealth Partners
Tennessee
$209K +$208K +8,051 New

CGSD Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2025, worth a combined $921M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGSD positions and 7 closed out — a net gain of 15 holders — while 78 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $15.3M sold.

  • 148 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $921M of Capital Group Short Duration Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 22 funds opened new Capital Group Short Duration Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2025 was TownSquare Capital, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2025.