CGSD icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
ME
1
McIlrath & Eck
Washington
$32.4M 1,295,355 -1,296,835 -50%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28M 1,117,706 -13,452 -1%
Jane Street
3
Jane Street
New York
$26.1M 1,041,441 -71,973 -6%
CAN
4
Cetera Advisor Networks
California
$13.7M 547,561 +363,496 +197%
LNC
5
Lincoln National Corp
Pennsylvania
$7.71M 307,743 +123,730 +67%
LPL Financial
6
LPL Financial
California
$7.49M 299,166 +47,866 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.17M 286,444 +54,437 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.51M 260,086 +36,906 +17%
UBS Group
9
UBS Group
Switzerland
$5.97M 238,321 +97,120 +69%
NECFA
10
New England Capital Financial Advisors
Connecticut
$4.81M 192,248 +7,560 +4%
SFA
11
Souders Financial Advisors
Ohio
$4.58M 183,035 -195 -0.1%
CA
12
Cetera Advisors
Colorado
$3.89M 155,466 -1,141 -0.7%
BWM
13
BlackDiamond Wealth Management
New York
$3.59M 143,053 +15,500 +12%
Goldman Sachs
14
Goldman Sachs
New York
$3.46M 138,203 +138,203 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.16M 126,066 +53,506 +74%
Capital International Investors
16
Capital International Investors
California
$3M 120,000 -305,000 -72%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.55M 101,890 +32,530 +47%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$2.47M 98,599 +3,112 +3%
AWS
19
Atria Wealth Solutions
New York
$2.21M 88,237 +53,142 +151%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.11M 84,413 +14,564 +21%
AAS
21
Avantax Advisory Services
Texas
$1.98M 79,056 -43,589 -36%
IAIM
22
International Assets Investment Management
Florida
$1.96M 79,505 +79,505 New
Stifel Financial
23
Stifel Financial
Missouri
$1.51M 60,304 +29,365 +95%
IA
24
Inspire Advisors
Idaho
$1.43M 57,189 +8,695 +18%
FMN
25
Financial Management Network
California
$1.37M 54,874 +54,874 New