CGUI

Capital Group Ultra Short Income ETF

25 hedge funds and large institutions have $47.2M invested in Capital Group Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Creekmur Asset Management
Illinois
$19.5M
TPF
2
Tribridge Partners Financial
Maryland
$4.25M
Capital International Investors
3
Capital International Investors
California
$3.58M
CGPCS
4
Capital Group Private Client Services
California
$3.26M
Osaic Holdings
5
Osaic Holdings
Arizona
$2.21M
BCM
6
Brookstone Capital Management
Illinois
$1.88M
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.69M
EW
8
Entruity Wealth
California
$1.67M
KAM
9
Kensington Asset Management
Texas
$1.51M
GWM
10
Geneos Wealth Management
Colorado
$1.11M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$938K
MML Investors Services
12
MML Investors Services
Massachusetts
$929K
Jane Street
13
Jane Street
New York
$662K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$612K
IA
15
Integrity Alliance
Iowa
$610K
OMC
16
Old Mission Capital
Illinois
$566K
TWM
17
TCFG Wealth Management
California
$557K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$448K
HAS
19
HBW Advisory Services
California
$353K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$329K
KAS
21
Kestra Advisory Services
Texas
$206K
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$136K
DJSG
23
D.J. St. Germain
Massachusetts
$75.7K
RIL
24
Rothschild Investment LLC
Illinois
$70.6K
AF
25
Advisornet Financial
Minnesota
$39.7K