Capital Group Short Duration Income ETF
CGSD
147 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, 89 increasing their positions, 28 reducing their positions, and 12 closing their positions.
218% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 28
22% more capital invested
Capital invested by funds: $921M → $1.12B (+$202M)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1.5% more ownership
Funds ownership: 70.35% → 71.85% (+1.5%)
1% less funds holding
Funds holding: 148 → 147 (-1)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$46.8M |
| 2 |
Morgan Stanley
New York
|
+$31.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$29.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$12.3M |
| 5 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NG
Norden Group
Provo,
Utah
|
-$14.5M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$12.8M |
| 3 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$6.82M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.57M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
151
RFG Advisory
Birmingham,
Alabama
| – | -$700K | -26,973 | Closed |
|
|
MCA
152
MSH Capital Advisors
Scottsdale,
Arizona
| – | -$496K | -19,134 | Closed |
|
|
MOS
153
MGO One Seven
Beachwood,
Ohio
| – | -$362K | -13,950 | Closed |
|
|
HTWM
154
Hartmann Taylor Wealth Management
Dallas,
Texas
| – | -$289K | -11,125 | Closed |
|
155
Bank of New York Mellon
New York
| – | -$214K | -8,243 | Closed |
|
|
SWP
156
Sagespring Wealth Partners
Franklin,
Tennessee
| – | -$209K | -8,051 | Closed |
|
157
Bank of America
Charlotte,
North Carolina
| – | -$49.4K | -1,905 | Closed |
|
|
ETC
158
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$49.4K | -1,905 | Closed |
|
|
CIAS
159
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$4.93K | -190 | Closed |
|
|
AAP
160
Arax Advisory Partners
Denver,
Colorado
| – | -$1.82K | -70 | Closed |
|
CGSD Hedge Fund Activity: Q3 2025 in Review
147 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2025, worth a combined $1.12B — up 22% from $921M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CGSD positions and 12 closed out — a net gain of 2 holders — while 89 added to existing stakes and 28 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $46.8M. The largest seller was Norden Group, exiting entirely with an estimated $14.5M sold.
- 147 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2025, down from 148 in Q2 2025.
- Funds reported $1.12B of Capital Group Short Duration Income ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 14 funds opened new Capital Group Short Duration Income ETF positions in Q3 2025 and 12 closed out, a net change of +2 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q3 2025 was Merit Financial Group, an estimated $46.8M added.
- The largest Capital Group Short Duration Income ETF seller in Q3 2025 was Norden Group, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2025.