Capital Group Short Duration Income ETF
CGSD
122 hedge funds and large institutions have $568M invested in Capital Group Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 3 closing their positions.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
785% more capital inflows, than outflows
Capital inflows: $126M | Capital outflows: $14.2M
83% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 30
22% more funds holding
Funds holding: 100 → 122 (+22)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.09% more ownership
Funds ownership: 65.26% → 65.36% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.8M |
| 2 |
Morgan Stanley
New York
|
+$12.5M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.18M |
| 4 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$6.49M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.49M |
| 2 |
Flow Traders U.S.
New York
|
-$2.66M |
| 3 |
Jane Street
New York
|
-$1.44M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$1.03M |
| 5 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$894K |
CGSD Hedge Fund Activity: Q4 2024 in Review
122 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q4 2024, worth a combined $568M — up 21% from $470M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CGSD positions and 3 closed out — a net gain of 25 holders — while 55 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $20.8M. The largest seller was Osaic Holdings, cutting an estimated $3.49M.
- 122 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q4 2024, up from 100 in Q3 2024.
- Funds reported $568M of Capital Group Short Duration Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 28 funds opened new Capital Group Short Duration Income ETF positions in Q4 2024 and 3 closed out, a net change of +25 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q4 2024 was LPL Financial, an estimated $20.8M added.
- The largest Capital Group Short Duration Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.49M sold.
Based on aggregated 13F filings for Q4 2024.