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Capital Group Short Duration Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4654 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less capital invested

Capital invested by funds: $213M → $194M (-$18.9M)

15.46% less ownership

Funds ownership: 85.62%70.16% (-15%)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
24
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$32.4M -$32.6M -1,296,835 -50%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28M -$339K -13,452 -1%
Jane Street
3
Jane Street
New York
$26.1M -$1.81M -71,973 -6%
CAN
4
Cetera Advisor Networks
California
$13.7M +$9.15M +363,496 +197%
LNC
5
Lincoln National Corp
Pennsylvania
$7.71M +$3.11M +123,730 +67%
LPL Financial
6
LPL Financial
California
$7.49M +$1.2M +47,866 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.17M +$1.37M +54,437 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.51M +$929K +36,906 +17%
UBS Group
9
UBS Group
Switzerland
$5.97M +$2.44M +97,120 +69%
NECFA
10
New England Capital Financial Advisors
Connecticut
$4.81M +$190K +7,560 +4%
SFA
11
Souders Financial Advisors
Ohio
$4.58M -$4.91K -195 -0.1%
CA
12
Cetera Advisors
Colorado
$3.89M -$28.7K -1,141 -0.7%
BWM
13
BlackDiamond Wealth Management
New York
$3.59M +$390K +15,500 +12%
Goldman Sachs
14
Goldman Sachs
New York
$3.46M +$3.48M +138,203 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.16M +$1.35M +53,506 +74%
Capital International Investors
16
Capital International Investors
California
$3M -$7.68M -305,000 -72%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.55M +$819K +32,530 +47%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$2.47M +$78.3K +3,112 +3%
AWS
19
Atria Wealth Solutions
New York
$2.21M +$1.34M +53,142 +151%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.11M +$367K +14,564 +21%
AAS
21
Avantax Advisory Services
Texas
$1.98M -$1.1M -43,589 -36%
IAIM
22
International Assets Investment Management
Florida
$1.96M +$2M +79,505 New
Stifel Financial
23
Stifel Financial
Missouri
$1.51M +$739K +29,365 +95%
IA
24
Inspire Advisors
Idaho
$1.43M +$219K +8,695 +18%
FMN
25
Financial Management Network
California
$1.37M +$1.38M +54,874 New