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Capital Group Short Duration Income ETF

98 hedge funds and large institutions have $466M invested in Capital Group Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
23
Increased
49
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$56.4M 2,175,045 +22,080 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.1M 1,470,612 +182,046 +14%
LPL Financial
3
LPL Financial
California
$35M 1,350,895 +452,720 +50%
ME
4
McIlrath & Eck
Washington
$32.4M 1,252,015 -39,062 -3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$31.5M 1,215,867 +251,795 +26%
Osaic Holdings
6
Osaic Holdings
Arizona
$31.4M 1,210,621 +166,253 +16%
WAM
7
WNY Asset Management
New York
$22.3M 860,214 -91,358 -10%
UBS Group
8
UBS Group
Switzerland
$19.7M 760,145 +282,926 +59%
BAG
9
Bridgewealth Advisory Group
California
$16.1M 620,598 +88,280 +17%
Morgan Stanley
10
Morgan Stanley
New York
$14.2M 546,329 +185,399 +51%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.8M 492,942 +83,407 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.8M 416,276 +121,542 +41%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.7M 297,187 +200,162 +206%
BWG
14
Beta Wealth Group
California
$7.47M 288,115 +288,115 New
SFA
15
Souders Financial Advisors
Ohio
$6.96M 268,707 +31,468 +13%
GVAG
16
Great Valley Advisor Group
Delaware
$6.51M 251,230 +251,230 New
NECFA
17
New England Capital Financial Advisors
Connecticut
$5.9M 227,752 +14,426 +7%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.61M 216,469 +17,487 +9%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.49M 211,834 +140,971 +199%
PAG
20
Private Advisor Group
New Jersey
$5.07M 195,486 +160,865 +465%
KPWS
21
Kestra Private Wealth Services
Texas
$5.03M 194,089 +68,243 +54%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$4.97M 191,986 +172,554 +888%
LWM
23
Lodestone Wealth Management
Washington
$4.36M 168,141 +69,879 +71%
RIL
24
Rothschild Investment LLC
Illinois
$4.24M 163,478 +7,996 +5%
Jane Street
25
Jane Street
New York
$3.55M 137,129 +98,829 +258%