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Capital Group Short Duration Income ETF

163 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 31 funds opening new positions, 86 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
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
USCWA
101
U.S. Capital Wealth Advisors
Texas
$536K
SMC
102
Smith, Moore & Co
Missouri
$524K
CA
103
Continuum Advisory
Idaho
$524K
JDLA
104
J. Derek Lewis & Associates
California
$517K
GRP
105
Global Retirement Partners
California
$513K
MCM
106
MAI Capital Management
Ohio
$508K
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$486K
ACM
108
Aurdan Capital Management
Pennsylvania
$485K
IA
109
IFP Advisors
Florida
$463K
SFWC
110
Strategic Family Wealth Counselors
New Jersey
$458K
PA
111
ProCore Advisors
California
$452K
AFP
112
Ausdal Financial Partners
Iowa
$426K
BCM
113
Brookstone Capital Management
Illinois
$410K
CFB
114
Cullen/Frost Bankers
Texas
$401K
BFA
115
Beacon Financial Advisory
Ohio
$393K
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$386K
KW
117
KWB Wealth
California
$370K
IA
118
Integrity Alliance
Iowa
$366K
AP
119
Advisortrust Partners
North Carolina
$366K
NFG
120
Nations Financial Group
Iowa
$365K
GWP
121
Gateway Wealth Partners
Wisconsin
$348K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$348K
SPIA
123
Steward Partners Investment Advisory
New York
$317K
SFGP
124
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$316K
AssetMark Inc
125
AssetMark Inc
California
$313K