CGSD icon

Capital Group Short Duration Income ETF

146 hedge funds and large institutions have $1.12B invested in Capital Group Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 88 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
GWM
126
Geneos Wealth Management
Colorado
$200K
AssetMark Inc
127
AssetMark Inc
California
$173K
SPIA
128
Steward Partners Investment Advisory
New York
$165K
CFB
129
Cullen/Frost Bankers
Texas
$134K
MAS
130
MPWM Advisory Solutions
Georgia
$131K
SWM
131
Spire Wealth Management
Virginia
$130K
SAM
132
Smartleaf Asset Management
Massachusetts
$127K
ASN
133
Advisory Services Network
Georgia
$118K
DJSG
134
D.J. St. Germain
Massachusetts
$75.3K
AAS
135
Ameritas Advisory Services
Nebraska
$75.1K
Deutsche Bank
136
Deutsche Bank
Germany
$72.3K
PTC
137
Private Trust Company
Ohio
$71.1K
SRCM
138
Signature Resources Capital Management
California
$58.8K
IA
139
IFP Advisors
Florida
$46.2K
MCM
140
MAI Capital Management
Ohio
$40K
CFD
141
Creative Financial Designs
Indiana
$34.5K
NS
142
NBC Securities
Alabama
$23.7K
AF
143
Advisornet Financial
Minnesota
$20.3K
OP
144
ORG Partners
Indiana
$15.1K
CA
145
CoreCap Advisors
Michigan
$5.01K
EWA
146
EverSource Wealth Advisors
Alabama
$3.04K
JP Morgan Chase
147
JP Morgan Chase
New York
$15
NG
148
Norden Group
Utah
BWG
149
Beta Wealth Group
California
RA
150
RFG Advisory
Alabama