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Capital Group Short Duration Income ETF

165 hedge funds and large institutions have $1.28B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
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
IWC
101
Integrated Wealth Concepts
Massachusetts
$551K
USCWA
102
U.S. Capital Wealth Advisors
Texas
$536K
TWM
103
Tortuga Wealth Management
California
$528K
SMC
104
Smith, Moore & Co
Missouri
$524K
CA
105
Continuum Advisory
Idaho
$524K
JDLA
106
J. Derek Lewis & Associates
California
$517K
GRP
107
Global Retirement Partners
California
$513K
MCM
108
MAI Capital Management
Ohio
$508K
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$486K
ACM
110
Aurdan Capital Management
Pennsylvania
$485K
IA
111
IFP Advisors
Florida
$463K
SFWC
112
Strategic Family Wealth Counselors
New Jersey
$458K
PA
113
ProCore Advisors
California
$452K
AFP
114
Ausdal Financial Partners
Iowa
$426K
BCM
115
Brookstone Capital Management
Illinois
$410K
CFB
116
Cullen/Frost Bankers
Texas
$401K
BFA
117
Beacon Financial Advisory
Ohio
$393K
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$386K
KW
119
KWB Wealth
California
$370K
IA
120
Integrity Alliance
Iowa
$366K
AP
121
Advisortrust Partners
North Carolina
$366K
NFG
122
Nations Financial Group
Iowa
$365K
GWP
123
Gateway Wealth Partners
Wisconsin
$348K
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$348K
SPIA
125
Steward Partners Investment Advisory
New York
$317K