Capital Group Short Duration Income ETF
CGSD
33 hedge funds and large institutions have $154M 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.
582% more capital inflows, than outflows
Capital inflows: $103M | Capital outflows: $15.1M
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
175% more funds holding
Funds holding: 12 → 33 (+21)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44.16% more ownership
Funds ownership: 33.3% → 77.45% (+44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
McIlrath & Eck
Arlington,
Washington
|
+$65.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.41M |
| 3 |
Opes Wealth Management
Menlo Park,
California
|
+$5.93M |
| 4 |
Avantax Advisory Services
Dallas,
Texas
|
+$3.42M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.6M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$4.46M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.96K |
CGSD Hedge Fund Activity: Q1 2023 in Review
33 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2023, worth a combined $154M — up 134% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CGSD positions and 0 closed out — a net gain of 21 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was McIlrath & Eck, adding an estimated $65.8M. The largest seller was Jane Street, cutting an estimated $10.6M.
- 33 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2023, up from 12 in Q4 2022.
- Funds reported $154M of Capital Group Short Duration Income ETF stock for Q1 2023, up 134% quarter-over-quarter.
- 21 funds opened new Capital Group Short Duration Income ETF positions in Q1 2023 and 0 closed out, a net change of +21 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q1 2023 was McIlrath & Eck, an estimated $65.8M added.
- The largest Capital Group Short Duration Income ETF seller in Q1 2023 was Jane Street, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2023.