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Capital Group Short Duration Income ETF

79 hedge funds and large institutions have $295M invested in Capital Group Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
43
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ME
1
McIlrath & Eck
Washington
$34.1M 1,341,857 +7,641 +0.6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$32M 1,259,146 +14,849 +1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$23.9M 939,813 +786,077 +511%
LPL Financial
4
LPL Financial
California
$17.8M 700,015 +170,426 +32%
CAN
5
Cetera Advisor Networks
California
$15.2M 600,453 +15,754 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$14M 551,528 +44,347 +9%
WAM
7
WNY Asset Management
New York
$13.1M 514,624 +475,259 +1,207%
LNC
8
Lincoln National Corp
Pennsylvania
$12.5M 493,397 +71,090 +17%
BAG
9
Bridgewealth Advisory Group
California
$10.4M 408,949 +275,299 +206%
CGPCS
10
Capital Group Private Client Services
California
$9.02M 355,038 +182,316 +106%
UBS Group
11
UBS Group
Switzerland
$8.69M 342,186 +104,944 +44%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.38M 290,453 +38,485 +15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.3M 248,062 +191,547 +339%
SFA
14
Souders Financial Advisors
Ohio
$5.84M 230,040 +24,555 +12%
NECFA
15
New England Capital Financial Advisors
Connecticut
$5.19M 204,297 +6,051 +3%
Jane Street
16
Jane Street
New York
$4.64M 182,894 -146,584 -44%
CA
17
Cetera Advisors
Colorado
$4.04M 159,209 +1,504 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.77M 148,531 +44,197 +42%
RIL
19
Rothschild Investment LLC
Illinois
$3.68M 144,766 +20,680 +17%
OMC
20
Old Mission Capital
Illinois
$3.61M 142,297 +107,482 +309%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.58M 140,943 +13,859 +11%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$3.1M 121,897 +22,077 +22%
BWM
23
BlackDiamond Wealth Management
New York
$3.03M 119,280 +2,991 +3%
Stifel Financial
24
Stifel Financial
Missouri
$2.91M 114,780 +12,598 +12%
IAIM
25
International Assets Investment Management
Florida
$2.84M 111,881 +18,981 +20%