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Capital Group Short Duration Income ETF

186 hedge funds and large institutions have $1.45B invested in Capital Group Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $1.28B → $1.45B (+$173M)

13% more funds holding

Funds holding: 165186 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.37% less ownership

Funds ownership: 68.72%68.35% (-0.37%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
94
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$178M +$24.5M +942,038 +16%
LPL Financial
2
LPL Financial
California
$177M +$16.8M +646,141 +10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$64.1M +$4.09M +157,326 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$61.9M +$6.63M +255,018 +12%
CGPCS
5
Capital Group Private Client Services
California
$61.6M +$1.1M +42,169 +2%
Wells Fargo
6
Wells Fargo
California
$58M +$13.5M +517,445 +30%
MFG
7
Merit Financial Group
Georgia
$51.1M +$1.86M +71,433 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$49.5M +$17.4M +669,863 +54%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$44.5M +$10.7M +412,246 +31%
BEI
10
Benjamin Edwards Inc
Missouri
$41.7M +$36.5M +1,404,052 +665%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.5M +$6.14M +236,256 +18%
WTFG
12
Wood Tarver Financial Group
Idaho
$38.8M +$3.38M +129,922 +9%
Raymond James Financial
13
Raymond James Financial
Florida
$34.9M +$1.94M +74,471 +6%
UBS Group
14
UBS Group
Switzerland
$32.9M -$139K -5,351 -0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$31M +$21.2M +814,492 +209%
Osaic Holdings
16
Osaic Holdings
Arizona
$30.8M -$1.63M -62,689 -5%
BAG
17
Bridgewealth Advisory Group
California
$26.7M +$1.83M +70,209 +7%
Stifel Financial
18
Stifel Financial
Missouri
$22.4M +$2.46M +94,573 +12%
ME
19
McIlrath & Eck
Washington
$22.3M -$305K -11,717 -1%
KPWS
20
Kestra Private Wealth Services
Texas
$15.9M +$1.13M +43,500 +8%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$15.2M -$6.23M -239,727 -29%
LC
22
Landaas & Company
Wisconsin
$15M +$1.04M +39,940 +7%
IA
23
IAM Advisory
Pennsylvania
$14.6M +$284K +10,937 +2%
PAG
24
Private Advisor Group
New Jersey
$13.4M +$1.32M +50,685 +11%
SFA
25
Souders Financial Advisors
Ohio
$12.6M +$887K +34,114 +7%