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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

144 hedge funds and large institutions have $906M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.93%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
76
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
LPL Financial
LPL Financial
California
$103M
3
BAG
Bridgewealth Advisory Group
California
$20.4M
4
IA
IAM Advisory
Pennsylvania
$13.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.7M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
Jane Street
Jane Street
New York
$1.07M
3
ME
McIlrath & Eck
Washington
$30.3M
4
NG
Norden Group
Utah
$14.5M
5
LWM
LongView Wealth Management
Georgia
$678K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$165K -$30.3K -1,167 -16%
SAM
127
Smartleaf Asset Management
Massachusetts
$130K -$2.88K -111 -2%
SWM
128
Spire Wealth Management
Virginia
$129K +$1.43K +55 +1%
CFB
129
Cullen/Frost Bankers
Texas
$105K +$35.7K +1,376 +51%
DJSG
130
D.J. St. Germain
Massachusetts
$75.2K – – –
PTC
131
Private Trust Company
Ohio
$71K +$45.1K +1,738 +174%
SRCM
132
Signature Resources Capital Management
California
$59.2K +$39.3K +1,516 +197%
Bank of America
133
Bank of America
North Carolina
$49.4K +$49.4K +1,905 New
ETC
134
Exchange Traded Concepts
Oklahoma
$49.4K +$49.4K +1,905 New
NS
135
NBC Securities
Alabama
$40K – – –
Deutsche Bank
136
Deutsche Bank
Germany
$24.8K +$24.8K +956 New
IA
137
IFP Advisors
Florida
$22.8K +$259 +10 +1%
AF
138
Advisornet Financial
Minnesota
$20.2K – – –
OP
139
ORG Partners
Indiana
$15.1K +$15.1K +581 New
AssetMark Inc
140
AssetMark Inc
California
$13.3K +$13.3K +514 New
CA
141
CoreCap Advisors
Michigan
$5.01K – – –
CIAS
142
Capital Investment Advisory Services
North Carolina
$4.93K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$3.03K +$519 +20 +21%
AAP
144
Arax Advisory Partners
Colorado
$1.82K +$1.82K +70 New
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$15 -$15 – –
TC
146
TownSquare Capital
Utah
– -$15.3M -593,172 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– -$629K -24,372 Closed
MSAM
148
Moloney Securities Asset Management
Missouri
– -$313K -12,112 Closed
GWP
149
Gateway Wealth Partners
Wisconsin
– -$255K -9,894 Closed
SIM
150
Synergy Investment Management
Florida
– -$74.8K -2,900 Closed
3 4 5
6
7