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Capital Group Short Duration Income ETF

82 hedge funds and large institutions have $367M invested in Capital Group Short Duration Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
46
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$54.7M 2,152,965 +1,797,927 +506%
ME
2
McIlrath & Eck
Washington
$32.8M 1,291,077 -50,780 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M 1,288,566 +29,420 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$26.5M 1,044,368 +492,840 +89%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.5M 964,072 +24,259 +3%
WAM
6
WNY Asset Management
New York
$24.2M 951,572 +436,948 +85%
LPL Financial
7
LPL Financial
California
$22.8M 898,175 +198,160 +28%
BAG
8
Bridgewealth Advisory Group
California
$13.5M 532,318 +123,369 +30%
UBS Group
9
UBS Group
Switzerland
$12.1M 477,219 +135,033 +39%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M 409,535 +119,082 +41%
Morgan Stanley
11
Morgan Stanley
New York
$9.17M 360,930 +280,473 +349%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.49M 294,734 +46,672 +19%
SFA
13
Souders Financial Advisors
Ohio
$6.03M 237,239 +7,199 +3%
NECFA
14
New England Capital Financial Advisors
Connecticut
$5.42M 213,326 +9,029 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.06M 198,982 +50,451 +34%
RIL
16
Rothschild Investment LLC
Illinois
$3.95M 155,482 +10,716 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.89M 152,989 +12,046 +9%
Wells Fargo
18
Wells Fargo
California
$3.46M 136,303 +104,499 +329%
AAS
19
Ameritas Advisory Services
Nebraska
$3.46M 136,064 +136,064 New
KPWS
20
Kestra Private Wealth Services
Texas
$3.2M 125,846 +125,846 New
BWM
21
BlackDiamond Wealth Management
New York
$3.14M 121,998 +2,718 +2%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$3.09M 121,685 -212 -0.2%
Capital International Investors
23
Capital International Investors
California
$3.07M 120,969 +10,969 +10%
Stifel Financial
24
Stifel Financial
Missouri
$3.07M 120,821 +6,041 +5%
IAIM
25
International Assets Investment Management
Florida
$2.85M 112,217 +336 +0.3%