Capital Group Short Duration Income ETF
CGSD
165 hedge funds and large institutions have $1.28B invested in Capital Group Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 11 closing their positions.
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
164% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 33
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
14% more capital invested
Capital invested by funds: $1.12B → $1.28B (+$158M)
12% more funds holding
Funds holding: 147 → 165 (+18)
3.13% less ownership
Funds ownership: 71.85% → 68.72% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WTFG
Wood Tarver Financial Group
Boise,
Idaho
|
+$30.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$29.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$10.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.5M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$6.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.93M |
| 4 |
Jane Street
New York
|
-$5.18M |
| 5 |
EW
Entruity Wealth
Bakersfield,
California
|
-$2.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$72.3K | -2,782 | Closed |
|
|
OP
177
ORG Partners
Roanoke,
Indiana
| – | -$15.1K | -581 | Closed |
|
CGSD Hedge Fund Activity: Q4 2025 in Review
165 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2025, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CGSD positions and 11 closed out — a net gain of 21 holders — while 87 added to existing stakes and 33 trimmed.
The largest buyer was Wood Tarver Financial Group, adding an estimated $30.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.5M sold.
- 165 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2025, up from 147 in Q3 2025.
- Funds reported $1.28B of Capital Group Short Duration Income ETF stock for Q4 2025, up 14% quarter-over-quarter.
- 32 funds opened new Capital Group Short Duration Income ETF positions in Q4 2025 and 11 closed out, a net change of +21 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q4 2025 was Wood Tarver Financial Group, an estimated $30.5M added.
- The largest Capital Group Short Duration Income ETF seller in Q4 2025 was Susquehanna International Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2025.