Capital Group Short Duration Income ETF
CGSD
69 hedge funds and large institutions have $219M invested in Capital Group Short Duration Income ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
28% more funds holding
Funds holding: 54 → 69 (+15)
13% more capital invested
Capital invested by funds: $194M → $219M (+$25.4M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.08% less ownership
Funds ownership: 70.16% → 68.09% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.81M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.57M |
| 3 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$3.37M |
| 4 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$3.34M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18M |
| 2 |
Goldman Sachs
New York
|
-$3.46M |
| 3 |
BWM
BlackDiamond Wealth Management
New York
|
-$675K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$284K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$242K |
CGSD Hedge Fund Activity: Q4 2023 in Review
69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2023, worth a combined $219M — up 13% from $194M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CGSD positions and 4 closed out — a net gain of 15 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.81M. The largest seller was Jane Street, cutting an estimated $18M.
- 69 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $219M of Capital Group Short Duration Income ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 19 funds opened new Capital Group Short Duration Income ETF positions in Q4 2023 and 4 closed out, a net change of +15 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q4 2023 was LPL Financial, an estimated $5.81M added.
- The largest Capital Group Short Duration Income ETF seller in Q4 2023 was Jane Street, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2023.