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Capital Group Short Duration Income ETF

186 hedge funds and large institutions have $1.45B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $1.28B → $1.45B (+$173M)

13% more funds holding

Funds holding: 165186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.37% less ownership

Funds ownership: 68.72%68.35% (-0.37%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
94
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Continuum Advisory
Idaho
$443K -$77.8K -2,992 -15%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$434K +$438K +16,837 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$410K +$413K +15,882 New
SMC
129
Smith, Moore & Co
Missouri
$409K -$112K -4,293 -21%
SCFS
130
Stewardship Concepts Financial Services
Washington
$404K +$408K +15,671 New
BCM
131
Brookstone Capital Management
Illinois
$389K -$17.2K -661 -4%
NFG
132
Nations Financial Group
Iowa
$388K +$26.1K +1,004 +7%
BFA
133
Beacon Financial Advisory
Ohio
$379K -$11.6K -445 -3%
KW
134
KWB Wealth
California
$370K
AP
135
Advisortrust Partners
North Carolina
$363K
AssetMark Inc
136
AssetMark Inc
California
$362K +$51.4K +1,978 +16%
CFG
137
Compton Financial Group
Maryland
$359K +$362K +13,914 New
CIA
138
Concurrent Investment Advisors
Florida
$351K +$354K +13,611 New
AWA
139
Arkadios Wealth Advisors
Georgia
$329K +$20.8K +801 +7%
DWM
140
Diversify Wealth Management
Utah
$324K +$326K +12,530 New
Citigroup
141
Citigroup
New York
$307K +$309K +11,900 New
SFGP
142
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$296K -$17.2K -662 -5%
AI
143
Atria Investments
North Carolina
$293K +$295K +11,346 New
GFA
144
Gallagher Fiduciary Advisors
Illinois
$289K +$292K +11,221 New
SWP
145
Stratos Wealth Partners
Ohio
$286K +$288K +11,092 New
PTC
146
Private Trust Company
Ohio
$276K +$207K +7,956 +291%
SGI
147
Summit Global Investments
Utah
$274K +$276K +10,624 New
OFS
148
OneAscent Financial Services
Alabama
$269K +$271K +10,422 New
KA
149
Kercheville Advisors
Texas
$264K +$39K +1,500 +17%
CAL
150
Capital Analysts LLC
Pennsylvania
$261K +$17.8K +684 +7%