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Capital Group Short Duration Income ETF

148 hedge funds and large institutions have $921M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $727M → $921M (+$195M)

10% more funds holding

Funds holding: 134148 (+14)

4.4% more ownership

Funds ownership: 65.95%70.35% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
78
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RK
126
Rather & Kittrell
Tennessee
$202K
JBA
127
Johnson Bixby & Associates
Washington
$202K
Comerica Bank
128
Comerica Bank
Texas
$199K +$25.8K +1,000 +15%
MAS
129
MPWM Advisory Solutions
Georgia
$172K -$155K -6,003 -47%
SPIA
130
Steward Partners Investment Advisory
New York
$165K -$30.1K -1,167 -16%
SAM
131
Smartleaf Asset Management
Massachusetts
$130K -$2.87K -111 -2%
SWM
132
Spire Wealth Management
Virginia
$129K +$1.42K +55 +1%
CFB
133
Cullen/Frost Bankers
Texas
$105K +$35.5K +1,376 +51%
DJSG
134
D.J. St. Germain
Massachusetts
$75.2K
PTC
135
Private Trust Company
Ohio
$71K +$44.9K +1,738 +174%
SRCM
136
Signature Resources Capital Management
California
$59.2K +$39.2K +1,516 +197%
Bank of America
137
Bank of America
North Carolina
$49.4K +$49.2K +1,905 New
ETC
138
Exchange Traded Concepts
Oklahoma
$49.4K +$49.2K +1,905 New
NS
139
NBC Securities
Alabama
$40K
Deutsche Bank
140
Deutsche Bank
Germany
$24.8K +$24.7K +956 New
IA
141
IFP Advisors
Florida
$22.8K +$258 +10 +1%
AF
142
Advisornet Financial
Minnesota
$20.2K
OP
143
ORG Partners
Indiana
$15.1K +$15K +581 New
AssetMark Inc
144
AssetMark Inc
California
$13.3K +$13.3K +514 New
CA
145
CoreCap Advisors
Michigan
$5K
CIAS
146
Capital Investment Advisory Services
North Carolina
$4.93K
EWA
147
EverSource Wealth Advisors
Alabama
$3.03K +$517 +20 +21%
AAP
148
Arax Advisory Partners
Colorado
$1.82K +$1.81K +70 New
JP Morgan Chase
149
JP Morgan Chase
New York
$15
TC
150
TownSquare Capital
Utah
-$15.3M -593,172 Closed

CGSD Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2025, worth a combined $921M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGSD positions and 7 closed out — a net gain of 15 holders — while 78 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $15.3M sold.

  • 148 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $921M of Capital Group Short Duration Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 22 funds opened new Capital Group Short Duration Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2025 was TownSquare Capital, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2025.