CGUI

Capital Group Ultra Short Income ETF
CGUI

Overview Fund Activity

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.

Holders
25
Holders Change
+11
Holders Change %
+78.57%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
7
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Creekmur Asset Management
Illinois
$19.5M
2
TPF
2
Tribridge Partners Financial
Maryland
$4.25M
3
CGPCS
3
Capital Group Private Client Services
California
$3.26M
4
KAM
4
Kensington Asset Management
Texas
$1.51M
5
GWM
5
Geneos Wealth Management
Colorado
$1.11M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$3.58M
2
Jane Street
2
Jane Street
New York
$662K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.21M
4
TWM
4
TCFG Wealth Management
California
$557K
5
AF
5
Advisornet Financial
Minnesota
$39.7K
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
1
Creekmur Asset Management
Illinois
$19.5M 772,332 +772,332 New
TPF
2
Tribridge Partners Financial
Maryland
$4.25M 168,237 +168,237 New
Capital International Investors
3
Capital International Investors
California
$3.58M 142,000 -435,000 -75%
CGPCS
4
Capital Group Private Client Services
California
$3.26M 129,191 +83,769 +184%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.21M 88,109 -16,178 -16%
BCM
6
Brookstone Capital Management
Illinois
$1.88M 74,414 +16,511 +29%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.69M 66,856 +561 +0.8%
EW
8
Entruity Wealth
California
$1.67M 66,240 +12,523 +23%
KAM
9
Kensington Asset Management
Texas
$1.51M 59,931 +59,931 New
GWM
10
Geneos Wealth Management
Colorado
$1.11M 43,904 +43,904 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$938K 37,186 +37,186 New
MML Investors Services
12
MML Investors Services
Massachusetts
$929K 36,820 +36,820 New
Jane Street
13
Jane Street
New York
$662K 26,245 -30,431 -54%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$612K 24,249 +11,604 +92%
IA
15
Integrity Alliance
Iowa
$610K 24,161 +24,161 New
OMC
16
Old Mission Capital
Illinois
$566K 22,420 +22,420 New
TWM
17
TCFG Wealth Management
California
$557K 22,065 -1,106 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$448K 17,765 +17,765 New
HAS
19
HBW Advisory Services
California
$353K 14,000 -73 -0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$329K 13,026 +7,243 +125%
KAS
21
Kestra Advisory Services
Texas
$206K 8,183 +18 +0.2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$136K 5,378 +5,378 New
DJSG
23
D.J. St. Germain
Massachusetts
$75.7K 3,000 – –
RIL
24
Rothschild Investment LLC
Illinois
$70.6K 2,800 +2,800 New
AF
25
Advisornet Financial
Minnesota
$39.7K 1,575 -100 -6%