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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.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

64% more capital invested

Capital invested by funds: $130M → $213M (+$83.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more funds holding

Funds holding: 3346 (+13)

8.17% more ownership

Funds ownership: 77.45%85.62% (+8.2%)

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
0.72%
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 Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$65.1M -$199K -7,796 -0.3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.4M +$4.46M +175,168 +18%
Jane Street
3
Jane Street
New York
$28M +$26.8M +1,052,129 +1,717%
Capital International Investors
4
Capital International Investors
California
$10.7M -$11.5M -450,000 -51%
OWM
5
Opes Wealth Management
California
$6.66M +$828K +32,520 +14%
LPL Financial
6
LPL Financial
California
$6.31M +$6.4M +251,300 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.82M +$2.69M +105,635 +84%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.6M +$4.16M +163,193 +272%
NECFA
9
New England Capital Financial Advisors
Connecticut
$4.64M +$561K +22,026 +14%
CAN
10
Cetera Advisor Networks
California
$4.62M +$4.69M +184,065 New
LNC
11
Lincoln National Corp
Pennsylvania
$4.62M +$2.49M +97,636 +113%
SFA
12
Souders Financial Advisors
Ohio
$4.6M +$2.22M +87,017 +90%
CA
13
Cetera Advisors
Colorado
$3.93M +$3.59M +140,976 +902%
UBS Group
14
UBS Group
Switzerland
$3.54M +$2.96M +116,332 +468%
BWM
15
BlackDiamond Wealth Management
New York
$3.22M +$1.08M +42,277 +50%
AAS
16
Avantax Advisory Services
Texas
$3.08M -$298K -11,700 -9%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.4M +$2.42M +95,175 +30,505%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.82M -$684K -26,874 -27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.75M +$1.09M +42,729 +158%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.74M +$1.77M +69,360 New
BCA
21
Bay Colony Advisors
Massachusetts
$1.35M +$1.37M +53,750 New
IA
22
Inspire Advisors
Idaho
$1.22M +$19K +748 +2%
LWM
23
Lodestone Wealth Management
Washington
$1.19M +$838K +32,918 +224%
SCM
24
SOL Capital Management
Maryland
$1.12M +$196K +7,710 +21%
KAS
25
Kestra Advisory Services
Texas
$1.1M -$243K -9,558 -18%

CGSD Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2023, worth a combined $213M — up 64% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGSD positions and 2 closed out — a net gain of 13 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $26.8M. The largest seller was Capital International Investors, cutting an estimated $11.5M.

  • 46 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $213M of Capital Group Short Duration Income ETF stock for Q2 2023, up 64% quarter-over-quarter.
  • 15 funds opened new Capital Group Short Duration Income ETF positions in Q2 2023 and 2 closed out, a net change of +13 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2023 was Jane Street, an estimated $26.8M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2023 was Capital International Investors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2023.