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Capital Group Short Duration Income ETF

46 hedge funds and large institutions have $213M invested in Capital Group Short Duration Income ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
25
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ME
1
McIlrath & Eck
Washington
$65.1M 2,592,190 -7,796 -0.3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.4M 1,131,158 +175,168 +18%
Jane Street
3
Jane Street
New York
$28M 1,113,414 +1,052,129 +1,717%
Capital International Investors
4
Capital International Investors
California
$10.7M 425,000 -450,000 -51%
OWM
5
Opes Wealth Management
California
$6.66M 265,331 +32,520 +14%
LPL Financial
6
LPL Financial
California
$6.31M 251,300 +251,300 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.82M 232,007 +105,635 +84%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.6M 223,180 +163,193 +272%
NECFA
9
New England Capital Financial Advisors
Connecticut
$4.64M 184,688 +22,026 +14%
CAN
10
Cetera Advisor Networks
California
$4.62M 184,065 +184,065 New
LNC
11
Lincoln National Corp
Pennsylvania
$4.62M 184,013 +97,636 +113%
SFA
12
Souders Financial Advisors
Ohio
$4.6M 183,230 +87,017 +90%
CA
13
Cetera Advisors
Colorado
$3.93M 156,607 +140,976 +902%
UBS Group
14
UBS Group
Switzerland
$3.54M 141,201 +116,332 +468%
BWM
15
BlackDiamond Wealth Management
New York
$3.22M 127,553 +42,277 +50%
AAS
16
Avantax Advisory Services
Texas
$3.08M 122,645 -11,700 -9%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.4M 95,487 +95,175 +30,505%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.82M 72,560 -26,874 -27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.75M 69,849 +42,729 +158%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.74M 69,360 +69,360 New
BCA
21
Bay Colony Advisors
Massachusetts
$1.35M 53,750 +53,750 New
IA
22
Inspire Advisors
Idaho
$1.22M 48,494 +748 +2%
LWM
23
Lodestone Wealth Management
Washington
$1.19M 47,595 +32,918 +224%
SCM
24
SOL Capital Management
Maryland
$1.12M 44,435 +7,710 +21%
KAS
25
Kestra Advisory Services
Texas
$1.1M 43,622 -9,558 -18%