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Capital Group Short Duration Income ETF
CGSD

Overview Fund Activity

133 hedge funds and large institutions have $726M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
71
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.4M
2
LPL Financial
LPL Financial
California
+$17.2M
3
TC
TownSquare Capital
Utah
+$15.3M
4
NG
Norden Group
Utah
+$15.3M
5
Wells Fargo
Wells Fargo
California
+$9.05M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$17.1M
2
RFG
RFP Financial Group
Georgia
-$5.77M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.95M
4
FC
Fjell Capital
North Dakota
-$1.43M
5
IAA
Independent Advisor Alliance
North Carolina
-$857K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$72.9M +$17.2M +665,185 +31%
Morgan Stanley
2
Morgan Stanley
New York
$65.1M +$38.4M +1,487,319 +144%
CGPCS
3
Capital Group Private Client Services
California
$56M +$604K +23,402 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$47.1M +$5.61M +217,282 +14%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.2M +$5.1M +197,754 +15%
ME
6
McIlrath & Eck
Washington
$31.1M -$780K -30,214 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.8M -$3.95M -153,143 -14%
WAM
8
WNY Asset Management
New York
$23.3M +$912K +35,324 +4%
UBS Group
9
UBS Group
Switzerland
$22.9M +$195K +7,566 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22M +$7.61M +294,905 +53%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$19.1M +$5.9M +228,615 +45%
Raymond James Financial
12
Raymond James Financial
Florida
$16.7M +$2.7M +104,521 +19%
TC
13
TownSquare Capital
Utah
$15.3M +$15.3M +593,172 New
NG
14
Norden Group
Utah
$15.3M +$15.3M +591,127 New
BWG
15
Beta Wealth Group
California
$12.9M +$5.09M +197,170 +65%
Wells Fargo
16
Wells Fargo
California
$12.7M +$9.05M +350,602 +248%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.2M +$632K +24,505 +5%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$4.16M +161,071 +53%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$10.8M +$4.71M +182,226 +78%
MML Investors Services
20
MML Investors Services
Massachusetts
$10.1M +$3.37M +130,404 +50%
SFA
21
Souders Financial Advisors
Ohio
$9.42M +$1.34M +51,768 +17%
PAG
22
Private Advisor Group
New Jersey
$8.76M +$3.38M +130,932 +63%
KPWS
23
Kestra Private Wealth Services
Texas
$7.87M +$2.15M +83,325 +38%
GVAG
24
Great Valley Advisor Group
Delaware
$7.6M +$668K +25,871 +10%
NECFA
25
New England Capital Financial Advisors
Connecticut
$6.27M +$47.3K +1,833 +0.8%
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