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Capital Group Short Duration Income ETF

119 hedge funds and large institutions have $567M invested in Capital Group Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
119
Holders Change
+21
Holders Change %
+21.43%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
27
Increased
54
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$55.3M 2,158,245 +807,350 +60%
CGPCS
2
Capital Group Private Client Services
California
$55.1M 2,148,140 -26,905 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$41.2M 1,606,759 +136,147 +9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$33.8M 1,319,845 +103,978 +9%
ME
5
McIlrath & Eck
Washington
$31.7M 1,234,675 -17,340 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$27.6M 1,074,758 -135,863 -11%
Morgan Stanley
7
Morgan Stanley
New York
$26.5M 1,033,223 +486,894 +89%
UBS Group
8
UBS Group
Switzerland
$22.5M 878,442 +118,297 +16%
WAM
9
WNY Asset Management
New York
$22.2M 866,609 +6,395 +0.7%
BAG
10
Bridgewealth Advisory Group
California
$19.4M 755,083 +134,485 +22%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.3M 558,407 +65,465 +13%
Raymond James Financial
12
Raymond James Financial
Florida
$13.9M 543,794 +543,794 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$13.1M 510,071 +318,085 +166%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.5M 449,110 +32,834 +8%
SFA
15
Souders Financial Advisors
Ohio
$8.03M 313,335 +44,628 +17%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$7.84M 305,828 +189,953 +164%
BWG
17
Beta Wealth Group
California
$7.73M 301,386 +13,271 +5%
GVAG
18
Great Valley Advisor Group
Delaware
$6.89M 268,796 +17,566 +7%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.73M 262,474 +46,005 +21%
RFG
20
RFP Financial Group
Georgia
$6.47M 252,425 +252,425 New
NECFA
21
New England Capital Financial Advisors
Connecticut
$6.18M 241,136 +13,384 +6%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.02M 234,934 +139,591 +146%
EW
23
Entruity Wealth
California
$5.74M 224,044 +224,044 New
KPWS
24
Kestra Private Wealth Services
Texas
$5.68M 221,572 +27,483 +14%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$5.55M 216,379 +4,545 +2%