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Capital Group Short Duration Income ETF

148 hedge funds and large institutions have $921M invested in Capital Group Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

27% more capital invested

Capital invested by funds: $727M → $921M (+$195M)

10% more funds holding

Funds holding: 134148 (+14)

4.4% more ownership

Funds ownership: 65.95%70.35% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
78
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M +$47.1M +1,825,027 +72%
LPL Financial
2
LPL Financial
California
$103M +$29.3M +1,132,246 +40%
CGPCS
3
Capital Group Private Client Services
California
$58.2M +$1.9M +73,385 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$54.5M +$7.12M +275,655 +15%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$47.7M +$8.31M +321,670 +21%
ME
6
McIlrath & Eck
Washington
$30.3M -$923K -35,745 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$28.7M +$4.78M +184,958 +20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.9M +$4.71M +182,154 +21%
WAM
9
WNY Asset Management
New York
$24.9M +$1.51M +58,334 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$24.4M +$7.53M +291,618 +45%
UBS Group
11
UBS Group
Switzerland
$22.9M -$114K -4,413 -0.5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$22.8M +$3.58M +138,651 +19%
Wells Fargo
13
Wells Fargo
California
$20.8M +$7.98M +309,056 +63%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.7M +$8.4M +325,103 +69%
BAG
15
Bridgewealth Advisory Group
California
$20.4M +$17.9M +694,761 +745%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$19.1M +$8.3M +321,141 +77%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$4.49M +173,808 +37%
NG
18
Norden Group
Utah
$14.5M -$832K -32,204 -5%
IA
19
IAM Advisory
Pennsylvania
$13.6M +$13.5M +523,928 New
BWG
20
Beta Wealth Group
California
$12.8M -$137K -5,317 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$10.6M +$392K +15,181 +4%
SFA
22
Souders Financial Advisors
Ohio
$10.3M +$863K +33,415 +9%
KPWS
23
Kestra Private Wealth Services
Texas
$8.93M +$1.02M +39,606 +13%
GVAG
24
Great Valley Advisor Group
Delaware
$8.51M +$869K +33,653 +11%
PAG
25
Private Advisor Group
New Jersey
$8.23M -$568K -22,005 -6%

CGSD Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q2 2025, worth a combined $921M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGSD positions and 7 closed out — a net gain of 15 holders — while 78 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $15.3M sold.

  • 148 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $921M of Capital Group Short Duration Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 22 funds opened new Capital Group Short Duration Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $47.1M added.
  • The largest Capital Group Short Duration Income ETF seller in Q2 2025 was TownSquare Capital, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2025.