CGUI

Capital Group Ultra Short Income ETF

33 hedge funds and large institutions have $90.5M invested in Capital Group Ultra Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
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
MFG
1
Merit Financial Group
Georgia
$27M
CAM
2
Creekmur Asset Management
Illinois
$20.5M
LPL Financial
3
LPL Financial
California
$8.79M
TPF
4
Tribridge Partners Financial
Maryland
$5.5M
CGPCS
5
Capital Group Private Client Services
California
$3.72M
SPIA
6
Steward Partners Investment Advisory
New York
$3.5M
KAM
7
Kensington Asset Management
Texas
$2.83M
Osaic Holdings
8
Osaic Holdings
Arizona
$2.64M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.94M
Capital International Investors
10
Capital International Investors
California
$1.9M
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.82M
BCM
12
Brookstone Capital Management
Illinois
$1.81M
EW
13
Entruity Wealth
California
$1.47M
MML Investors Services
14
MML Investors Services
Massachusetts
$1.05M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.02M
KWM
16
Kingsview Wealth Management
Oregon
$928K
WIA
17
World Investment Advisors
California
$650K
Jane Street
18
Jane Street
New York
$576K
TWM
19
TCFG Wealth Management
California
$559K
Citadel Advisors
20
Citadel Advisors
Florida
$505K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$470K
HAS
22
HBW Advisory Services
California
$382K
HI
23
Harbour Investments
Wisconsin
$328K
FTUS
24
Flow Traders U.S.
New York
$215K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$99.6K