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Capital Group Short Duration Income ETF

186 hedge funds and large institutions have $1.45B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $1.28B → $1.45B (+$173M)

13% more funds holding

Funds holding: 165186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.37% less ownership

Funds ownership: 68.72%68.35% (-0.37%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
94
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
TCFG Wealth Management
California
$761K -$24.3K -936 -3%
TIA
102
TCFG Investment Advisors
California
$761K +$768K +29,518 New
CA
103
CGN Advisors
Kansas
$744K +$137K +5,282 +22%
BFG
104
Bleakley Financial Group
New Jersey
$741K -$35.2K -1,354 -5%
DAS
105
Dynamic Advisor Solutions
Arizona
$740K +$9.54K +367 +1%
BCA
106
Bay Colony Advisors
Massachusetts
$697K +$59.8K +2,301 +9%
CPA
107
Capital Planning Advisors
California
$677K
BB
108
Burford Brothers
Texas
$661K +$58.4K +2,245 +10%
KMWM
109
Keudell/Morrison Wealth Management
Oregon
$637K +$643K +24,716 New
ACM
110
Aurdan Capital Management
Pennsylvania
$631K +$151K +5,801 +31%
Goldman Sachs
111
Goldman Sachs
New York
$622K +$627K +24,116 New
RFG
112
RFP Financial Group
Georgia
$609K -$20.1M -773,506 -97%
JCM
113
Jacobi Capital Management
Pennsylvania
$603K +$608K +23,366 New
MA
114
Mutual Advisors
Nebraska
$556K -$57.1K -2,194 -9%
ASN
115
Advisory Services Network
Georgia
$549K +$554K +21,292 New
AAP
116
Arax Advisory Partners
Colorado
$530K +$266K +10,248 +100%
CFB
117
Cullen/Frost Bankers
Texas
$523K +$126K +4,854 +31%
SFS
118
Sowell Financial Services
Arkansas
$506K -$54.6K -2,101 -10%
JDLA
119
J. Derek Lewis & Associates
California
$484K -$28.1K -1,079 -5%
USCWA
120
U.S. Capital Wealth Advisors
Texas
$480K -$52K -2,000 -10%
EPW
121
Endeavor Private Wealth
Kansas
$468K +$472K +18,132 New
SFWC
122
Strategic Family Wealth Counselors
New Jersey
$454K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$449K +$66.9K +2,574 +17%
AFP
124
Ausdal Financial Partners
Iowa
$449K +$26.7K +1,028 +6%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$444K -$38.3K -1,473 -8%