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Capital Group Short Duration Income ETF
CGSD

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: 165 → 186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (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
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$36.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$21.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.5M
2
RFG
RFP Financial Group
Georgia
-$20.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.23M
4
NECFA
New England Capital Financial Advisors
Connecticut
-$4.8M
5
SCM
SOL Capital Management
Maryland
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
176
Sound Income Strategies
Florida
$38.6K +$38.9K +1,495 New
AF
177
Advisornet Financial
Minnesota
$35K +$1.9K +73 +6%
BFP
178
Birchwood Financial Partners
Minnesota
$31.4K – – –
NS
179
NBC Securities
Alabama
$22.9K -$442 -17 -2%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$15.1K -$333K -12,792 -96%
SEP
181
Signature Equity Partners
Ohio
$14.2K – – –
GCM
182
Gunpowder Capital Management
Maryland
$10.2K – – –
CA
183
CoreCap Advisors
Michigan
$4.98K – – –
EWA
184
EverSource Wealth Advisors
Alabama
$3.02K – – –
FLP
185
Financial Life Planners
Arizona
$1.84K +$1.85K +71 New
FFA
186
Farther Finance Advisors
California
$129 – – –
JP Morgan Chase
187
JP Morgan Chase
New York
$15 – – –
SCM
188
SOL Capital Management
Maryland
– -$3.75M -144,360 Closed
SG
189
StoneX Group
New York
– -$3.4M -130,520 Closed
PAS
190
Parsonex Advisory Services
Colorado
– -$1.12M -43,130 Closed
MW
191
Merited Wealth
Florida
– -$766K -29,443 Closed
IA
192
Integrity Alliance
Iowa
– -$366K -14,063 Closed
DAS
193
Diversify Advisory Services
Utah
– -$241K -9,263 Closed
AAS
194
Ameritas Advisory Services
Nebraska
– -$218K -8,375 Closed
PS
195
Principal Securities
Iowa
– -$216K -8,300 Closed
BWP
196
Balboa Wealth Partners
Arizona
– -$208K -7,983 Closed
CPBTD
197
Central Pacific Bank - Trust Division
Hawaii
– -$35.6K -1,368 Closed
FHA
198
Flagship Harbor Advisors
Massachusetts
– -$27.8K -1,069 Closed
4 5 6 7
8

CGSD Hedge Fund Activity: Q1 2026 in Review

186 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2026, worth a combined $1.45B — up 13% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGSD positions and 11 closed out — a net gain of 24 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $36.5M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $22.5M.

  • 186 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2026, up from 165 in Q4 2025.
  • Funds reported $1.45B of Capital Group Short Duration Income ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 35 funds opened new Capital Group Short Duration Income ETF positions in Q1 2026 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $36.5M added.
  • The largest Capital Group Short Duration Income ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2026.