Capital Group Short Duration Income ETF
CGSD
54 hedge funds and large institutions have $194M invested in Capital Group Short Duration Income ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
17% more funds holding
Funds holding: 46 → 54 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
15.46% less ownership
Funds ownership: 85.62% → 70.16% (-15%)
35% less capital inflows, than outflows
Capital inflows: $34.3M | Capital outflows: $52.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisor Networks
El Segundo,
California
|
+$9.15M |
| 2 |
Goldman Sachs
New York
|
+$3.48M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
+$3.11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.44M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
McIlrath & Eck
Arlington,
Washington
|
-$32.6M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$7.68M |
| 3 |
Opes Wealth Management
Menlo Park,
California
|
-$6.66M |
| 4 |
Jane Street
New York
|
-$1.81M |
| 5 |
Lodestone Wealth Management
Spokane,
Washington
|
-$1.19M |
CGSD Hedge Fund Activity: Q3 2023 in Review
54 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2023, worth a combined $194M — down 8.9% from $213M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CGSD positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $9.15M. The largest seller was McIlrath & Eck, cutting an estimated $32.6M.
- 54 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2023, up from 46 in Q2 2023.
- Funds reported $194M of Capital Group Short Duration Income ETF stock for Q3 2023, down 8.9% quarter-over-quarter.
- 12 funds opened new Capital Group Short Duration Income ETF positions in Q3 2023 and 4 closed out, a net change of +8 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $9.15M added.
- The largest Capital Group Short Duration Income ETF seller in Q3 2023 was McIlrath & Eck, an estimated $32.6M sold.
Based on aggregated 13F filings for Q3 2023.