Capital Group Short Duration Income ETF
CGSD
149 hedge funds and large institutions have $1.12B invested in Capital Group Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 91 increasing their positions, 28 reducing their positions, and 12 closing their positions.
446% more capital inflows, than outflows
Capital inflows: $253M | Capital outflows: $46.3M
225% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 28
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
2.35% more ownership
Funds ownership: 69.54% → 71.89% (+2.3%)
1% less funds holding
Funds holding: 150 → 149 (-1)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merit Financial Group
Alpharetta,
Georgia
|
+$46.8M |
| 2 |
Morgan Stanley
New York
|
+$31.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$29.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$12.3M |
| 5 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norden Group
Provo,
Utah
|
-$14.5M |
| 2 |
Beta Wealth Group
San Diego,
California
|
-$12.8M |
| 3 |
McIlrath & Eck
Arlington,
Washington
|
-$6.82M |
| 4 |
Geneos Wealth Management
Englewood,
Colorado
|
-$2.57M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
-$2.34M |
CGSD Hedge Fund Activity: Q3 2025 in Review
149 of the 7,653 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q3 2025, worth a combined $1.12B — up 22% from $921M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CGSD positions and 12 closed out — a net gain of 2 holders — while 91 added to existing stakes and 28 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $46.8M. The largest seller was Norden Group, exiting entirely with an estimated $14.5M sold.
- 149 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q3 2025, down from 150 in Q2 2025.
- Funds reported $1.12B of Capital Group Short Duration Income ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 14 funds opened new Capital Group Short Duration Income ETF positions in Q3 2025 and 12 closed out, a net change of +2 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q3 2025 was Merit Financial Group, an estimated $46.8M added.
- The largest Capital Group Short Duration Income ETF seller in Q3 2025 was Norden Group, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2025.