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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

33 hedge funds and large institutions have $130M invested in Capital Group Short Duration Income ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
33
Holders Change
+21
Holders Change %
+175%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ME
1
McIlrath & Eck
Washington
$66.3M
2
OWM
2
Opes Wealth Management
California
$5.94M
3
AAS
3
Avantax Advisory Services
Texas
$3.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.22M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.56M
2
Capital International Investors
2
Capital International Investors
California
$22.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
ME
1
McIlrath & Eck
Washington
$66.3M 2,599,986 +2,581,658 +14,086%
Capital International Investors
2
Capital International Investors
California
$22.3M 875,000 -175,000 -17%
OWM
3
Opes Wealth Management
California
$5.94M 232,811 +232,811 New
NECFA
4
New England Capital Financial Advisors
Connecticut
$4.15M 162,662 +10,600 +7%
AAS
5
Avantax Advisory Services
Texas
$3.43M 134,345 +134,345 New
Osaic Holdings
6
Osaic Holdings
Arizona
$3.22M 126,372 +89,547 +243%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.54M 99,434 -77 -0.1%
SFA
8
Souders Financial Advisors
Ohio
$2.46M 96,213 +23,193 +32%
LNC
9
Lincoln National Corp
Pennsylvania
$2.2M 86,377 +42,314 +96%
BWM
10
BlackDiamond Wealth Management
New York
$2.19M 85,276 +50,293 +144%
Jane Street
11
Jane Street
New York
$1.56M 61,285 -416,723 -87%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.53M 59,987 +59,987 New
IAIM
13
International Assets Investment Management
Florida
$1.52M 60,830 +60,830 New
KAS
14
Kestra Advisory Services
Texas
$1.36M 53,180 +53,180 New
IA
15
Inspire Advisors
Idaho
$1.22M 47,746 +47,746 New
DC
16
DeDora Capital
California
$1.02M 39,888 +39,888 New
SCM
17
SOL Capital Management
Maryland
$937K 36,725 +36,725 New
AWS
18
Atria Wealth Solutions
New York
$714K 27,870 +27,870 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$692K 27,120 +27,120 New
UBS Group
20
UBS Group
Switzerland
$635K 24,869 +24,869 New
HI
21
Harbour Investments
Wisconsin
$577K 22,595 +22,595 New
CGPCS
22
Capital Group Private Client Services
California
$560K 21,961 +9,798 +81%
WAM
23
WNY Asset Management
New York
$457K 17,898 +17,898 New
Stifel Financial
24
Stifel Financial
Missouri
$419K 16,435 +16,435 New
CA
25
Cetera Advisors
Colorado
$399K 15,631 +15,631 New
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