Capital Group Ultra Short Income ETF
CGUI
34 hedge funds and large institutions have $90.7M 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, 7 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
90% more capital invested
Capital invested by funds: $47.6M → $90.7M (+$43M)
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
31% more funds holding
Funds holding: 26 → 34 (+8)
3.83% more ownership
Funds ownership: 85.79% → 89.61% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$27M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.79M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.33M |
| 5 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.7M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.11M |
| 3 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$610K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$566K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$257K |
CGUI Hedge Fund Activity: Q3 2025 in Review
34 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Capital Group Ultra Short Income ETF (CGUI) for Q3 2025, worth a combined $90.7M — up 90% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CGUI positions and 5 closed out — a net gain of 8 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $27M. The largest seller was Capital International Investors, cutting an estimated $1.7M.
- 34 institutional investors held Capital Group Ultra Short Income ETF (CGUI) as of Q3 2025, up from 26 in Q2 2025.
- Funds reported $90.7M of Capital Group Ultra Short Income ETF stock for Q3 2025, up 90% quarter-over-quarter.
- 13 funds opened new Capital Group Ultra Short Income ETF positions in Q3 2025 and 5 closed out, a net change of +8 holders.
- The largest Capital Group Ultra Short Income ETF buyer in Q3 2025 was Merit Financial Group, an estimated $27M added.
- The largest Capital Group Ultra Short Income ETF seller in Q3 2025 was Capital International Investors, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2025.