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Capital Group Short Duration Income ETF

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.

Holders
69
Holders Change
+15
Holders Change %
+27.78%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
31
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ME
1
McIlrath & Eck
Washington
$34M 1,334,216 +38,861 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$31.7M 1,244,297 +126,591 +11%
CAN
3
Cetera Advisor Networks
California
$14.9M 584,699 +37,138 +7%
LPL Financial
4
LPL Financial
California
$13.5M 529,589 +230,423 +77%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.9M 507,181 +220,737 +77%
LNC
6
Lincoln National Corp
Pennsylvania
$10.7M 422,307 +114,564 +37%
Jane Street
7
Jane Street
New York
$8.39M 329,478 -711,963 -68%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.41M 251,968 -8,118 -3%
UBS Group
9
UBS Group
Switzerland
$6.04M 237,242 -1,079 -0.5%
SFA
10
Souders Financial Advisors
Ohio
$5.23M 205,485 +22,450 +12%
NECFA
11
New England Capital Financial Advisors
Connecticut
$5.05M 198,246 +5,998 +3%
CGPCS
12
Capital Group Private Client Services
California
$4.4M 172,722 +132,459 +329%
CA
13
Cetera Advisors
Colorado
$4.01M 157,705 +2,239 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.91M 153,736 +27,670 +22%
BAG
15
Bridgewealth Advisory Group
California
$3.4M 133,650 +133,650 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.23M 127,084 +42,671 +51%
RIL
17
Rothschild Investment LLC
Illinois
$3.16M 124,086 +124,086 New
Capital International Investors
18
Capital International Investors
California
$3.05M 120,000
BWM
19
BlackDiamond Wealth Management
New York
$2.96M 116,289 -26,764 -19%
SCM
20
SOL Capital Management
Maryland
$2.73M 107,282 +60,042 +127%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.66M 104,334 +2,444 +2%
Stifel Financial
22
Stifel Financial
Missouri
$2.6M 102,182 +41,878 +69%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$2.54M 99,820 +1,221 +1%
LWM
24
Lodestone Wealth Management
Washington
$2.43M 95,476 +95,476 New
IAIM
25
International Assets Investment Management
Florida
$2.36M 92,900 +13,395 +17%