Capital Group Short Duration Income ETF
CGSD
187 hedge funds and large institutions have $1.46B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 39 reducing their positions, and 11 closing their positions.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
144% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 39
14% more capital invested
Capital invested by funds: $1.28B → $1.46B (+$174M)
13% more funds holding
Funds holding: 165 → 187 (+22)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.34% less ownership
Funds ownership: 68.72% → 68.39% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$36.5M |
| 2 |
Morgan Stanley
New York
|
+$24.5M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$21.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$22.5M |
| 2 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$20.1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.23M |
| 4 |
NECFA
New England Capital Financial Advisors
Meriden,
Connecticut
|
-$4.8M |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$3.75M |
CGSD Hedge Fund Activity: Q1 2026 in Review
187 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Income ETF (CGSD) for Q1 2026, worth a combined $1.46B — up 14% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CGSD positions and 11 closed out — a net gain of 24 holders — while 95 added to existing stakes and 39 trimmed.
The largest buyer was Benjamin Edwards Inc, adding an estimated $36.5M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $22.5M.
- 187 institutional investors held Capital Group Short Duration Income ETF (CGSD) as of Q1 2026, up from 165 in Q4 2025.
- Funds reported $1.46B of Capital Group Short Duration Income ETF stock for Q1 2026, up 14% quarter-over-quarter.
- 35 funds opened new Capital Group Short Duration Income ETF positions in Q1 2026 and 11 closed out, a net change of +24 holders.
- The largest Capital Group Short Duration Income ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $36.5M added.
- The largest Capital Group Short Duration Income ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $22.5M sold.
Based on aggregated 13F filings for Q1 2026.