Capital Group Short Duration Income ETF
CGSD
136 hedge funds and large institutions have $724M invested in Capital Group Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 25 reducing their positions, and 9 closing their positions.
452% more capital inflows, than outflows
Capital inflows: $186M | Capital outflows: $33.8M
196% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 25
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
11% more funds holding
Funds holding: 122 → 136 (+14)
0.6% more ownership
Funds ownership: 65.36% → 65.96% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.1M |
| 3 |
TownSquare Capital
Provo,
Utah
|
+$15.3M |
| 4 |
Norden Group
Provo,
Utah
|
+$15.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bridgewealth Advisory Group
Fresno,
California
|
-$17.1M |
| 2 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$5.76M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.95M |
| 4 |
Fjell Capital
Fargo,
North Dakota
|
-$1.43M |
| 5 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$857K |
CGSD Hedge Fund Activity: Q1 2025 in Review
136 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2025, worth a combined $724M — up 27% from $568M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CGSD positions and 9 closed out — a net gain of 17 holders — while 74 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.3M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $17.1M.
- 136 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2025, up from 122 in Q4 2024.
- Funds reported $724M of Capital Group Short Duration Income ETF stock for Q1 2025, up 27% quarter-over-quarter.
- 26 funds opened new Capital Group Short Duration Income ETF positions in Q1 2025 and 9 closed out, a net change of +17 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $38.3M added.
- The largest Capital Group Short Duration Income ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2025.