Capital Group Short Duration Income ETF
CGSD
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.
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: 134 → 148 (+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: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$29.3M |
| 3 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$17.9M |
| 4 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$13.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$15.3M |
| 2 |
Jane Street
New York
|
-$2.27M |
| 3 |
JHC
J. Hagan Capital
Louisville,
Kentucky
|
-$1.12M |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$923K |
| 5 |
NG
Norden Group
Provo,
Utah
|
-$832K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$629K | -24,372 | Closed |
|
|
MSAM
152
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$313K | -12,112 | Closed |
|
|
GWP
153
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$255K | -9,894 | Closed |
|
|
SIM
154
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$74.8K | -2,900 | Closed |
|
|
AG
155
AmeriFlex Group
Las Vegas,
Nevada
| – | -$23.5K | -910 | Closed |
|
156
US Bancorp
Minneapolis,
Minnesota
| – | -$22.7K | -878 | 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.