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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
ACA
151
Aptus Capital Advisors
Alabama
$258K -$485K -18,650 -65%
GWANC
152
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$485K -18,650 -65%
PA
153
ProCore Advisors
California
$255K -$194K -7,465 -43%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$252K
AWM
155
AE Wealth Management
Kansas
$250K +$252K +9,687 New
CFD
156
Creative Financial Designs
Indiana
$231K +$127K +4,891 +120%
HTWM
157
Hartmann Taylor Wealth Management
Texas
$231K +$233K +8,950 New
RIA
158
Rhodes Investment Advisors
Texas
$213K +$214K +8,240 New
GFPC
159
Global Financial Private Client
Florida
$212K
GWM
160
Geneos Wealth Management
Colorado
$209K
CL
161
CVFG LLC
Indiana
$208K +$210K +8,075 New
RK
162
Rather & Kittrell
Tennessee
$206K +$4.94K +190 +2%
JBA
163
Johnson Bixby & Associates
Washington
$201K
BFS
164
Bare Financial Services
Pennsylvania
$168K
HBW
165
Hazlett, Burt & Watson
West Virginia
$165K +$36.6K +1,406 +28%
AF
166
Allworth Financial
California
$159K -$86.1K -3,311 -35%
SWM
167
Spire Wealth Management
Virginia
$132K +$806 +31 +0.6%
SAM
168
Smartleaf Asset Management
Massachusetts
$131K +$8.3K +319 +7%
TRCT
169
Tower Research Capital (TRC)
New York
$102K +$103K +3,967 New
MAS
170
MPWM Advisory Solutions
Georgia
$87.9K +$12.4K +475 +16%
AG
171
AmeriFlex Group
Nevada
$82K -$21.3K -820 -21%
DJSG
172
D.J. St. Germain
Massachusetts
$74.8K
SIM
173
Synergy Investment Management
Florida
$74.8K +$75.4K +2,900 New
CIAS
174
Capital Investment Advisory Services
North Carolina
$71.2K -$9.02K -347 -11%
SRCM
175
Signature Resources Capital Management
California
$54.9K +$26 +1 +0%