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Capital Group Short Duration Income ETF

185 hedge funds and large institutions have $1.44B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
101
TCFG Investment Advisors
California
$761K
CA
102
CGN Advisors
Kansas
$744K
BFG
103
Bleakley Financial Group
New Jersey
$741K
DAS
104
Dynamic Advisor Solutions
Arizona
$740K
BCA
105
Bay Colony Advisors
Massachusetts
$697K
CPA
106
Capital Planning Advisors
California
$677K
BB
107
Burford Brothers
Texas
$661K
KMWM
108
Keudell/Morrison Wealth Management
Oregon
$637K
ACM
109
Aurdan Capital Management
Pennsylvania
$631K
Goldman Sachs
110
Goldman Sachs
New York
$622K
RFG
111
RFP Financial Group
Georgia
$609K
JCM
112
Jacobi Capital Management
Pennsylvania
$603K
MA
113
Mutual Advisors
Nebraska
$556K
ASN
114
Advisory Services Network
Georgia
$549K
AAP
115
Arax Advisory Partners
Colorado
$530K
CFB
116
Cullen/Frost Bankers
Texas
$523K
SFS
117
Sowell Financial Services
Arkansas
$506K
JDLA
118
J. Derek Lewis & Associates
California
$484K
USCWA
119
U.S. Capital Wealth Advisors
Texas
$480K
EPW
120
Endeavor Private Wealth
Kansas
$468K
SFWC
121
Strategic Family Wealth Counselors
New Jersey
$454K
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$449K
AFP
123
Ausdal Financial Partners
Iowa
$449K
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$444K
CA
125
Continuum Advisory
Idaho
$443K