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Capital Group Short Duration Income ETF

158 hedge funds and large institutions have $1.27B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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

Top Buyers

1 +$30.5M
2 +$29.8M
3 +$16M
4
Morgan Stanley
Morgan Stanley
New York
+$10.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.16M

Top Sellers

1 -$10.5M
2 -$6.49M
3 -$5.93M
4
Jane Street
Jane Street
New York
-$5.18M
5
EW
Entruity Wealth
California
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Continuum Advisory
Idaho
$524K
GRP
102
Global Retirement Partners
California
$513K
MCM
103
MAI Capital Management
Ohio
$508K
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$486K
ACM
105
Aurdan Capital Management
Pennsylvania
$485K
IA
106
IFP Advisors
Florida
$463K
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$458K
PA
108
ProCore Advisors
California
$452K
AFP
109
Ausdal Financial Partners
Iowa
$426K
BCM
110
Brookstone Capital Management
Illinois
$410K
CFB
111
Cullen/Frost Bankers
Texas
$401K
BFA
112
Beacon Financial Advisory
Ohio
$393K
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$386K
KW
114
KWB Wealth
California
$370K
IA
115
Integrity Alliance
Iowa
$366K
NFG
116
Nations Financial Group
Iowa
$365K
GWP
117
Gateway Wealth Partners
Wisconsin
$348K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$348K
SPIA
119
Steward Partners Investment Advisory
New York
$317K
SFGP
120
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$316K
AssetMark Inc
121
AssetMark Inc
California
$313K
AWA
122
Arkadios Wealth Advisors
Georgia
$311K
Comerica Bank
123
Comerica Bank
Texas
$296K
PFS
124
Prospera Financial Services
Texas
$291K
OC
125
Oppenheimer & Co
New York
$270K