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CGUI

Capital Group Ultra Short Income ETF
CGUI

54 hedge funds and large institutions have $139M invested in Capital Group Ultra Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $112M → $139M (+$27.3M)

23% more funds holding

Funds holding: 44 → 54 (+10)

0.77% more ownership

Funds ownership: 59.74% → 60.51% (+0.77%)

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$8.99M
2
LPL Financial
LPL Financial
California
+$4.59M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.93M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.16M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.8M
3
Jane Street
Jane Street
New York
-$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$783K
5
Capital International Investors
Capital International Investors
California
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$650K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$636K +$638K +25,166 New
HAS
28
HBW Advisory Services
California
$635K – – –
Mariner
29
Mariner
Kansas
$624K -$8.01K -316 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$623K -$318K -12,556 -34%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$537K +$538K +21,216 New
Goldman Sachs
32
Goldman Sachs
New York
$445K +$1.42K +56 +0.3%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$385K +$386K +15,224 New
KAS
34
Kestra Advisory Services
Texas
$353K +$55K +2,171 +18%
DAS
35
Dynamic Advisor Solutions
Arizona
$352K +$20.5K +809 +6%
P
36
&Partners
Tennessee
$321K +$322K +12,697 New
Citadel Advisors
37
Citadel Advisors
Florida
$309K -$783K -30,888 -72%
PAG
38
Private Advisor Group
New Jersey
$273K +$274K +10,807 New
Jane Street
39
Jane Street
New York
$240K -$1.09M -42,862 -82%
TWM
40
TCFG Wealth Management
California
$218K -$66.2K -2,611 -23%
TIA
41
TCFG Investment Advisors
California
$218K +$219K +8,640 New
BPA
42
Beacon Pointe Advisors
California
$216K +$217K +8,555 New
SWM
43
Spire Wealth Management
Virginia
$99.9K -$100K -3,948 -50%
AG
44
AmeriFlex Group
Nevada
$99.9K +$100K +3,950 New
SIM
45
Synergy Investment Management
Florida
$83.4K +$83.7K +3,300 New
RIL
46
Rothschild Investment LLC
Illinois
$70.8K – – –
FFA
47
Farther Finance Advisors
California
$63.2K – – –
DJSG
48
D.J. St. Germain
Massachusetts
$56.7K – – –
CAL
49
Capital Analysts LLC
Pennsylvania
$45K +$45.5K +1,794 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$32.9K +$33K +1,300 New
1
2
3

CGUI Hedge Fund Activity: Q1 2026 in Review

54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Ultra Short Income ETF (CGUI) for Q1 2026, worth a combined $139M — up 24% from $112M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CGUI positions and 3 closed out — a net gain of 10 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $8.99M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $4.16M sold.

  • 54 institutional investors held Capital Group Ultra Short Income ETF (CGUI) as of Q1 2026, up from 44 in Q4 2025.
  • Funds reported $139M of Capital Group Ultra Short Income ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 13 funds opened new Capital Group Ultra Short Income ETF positions in Q1 2026 and 3 closed out, a net change of +10 holders.
  • The largest Capital Group Ultra Short Income ETF buyer in Q1 2026 was Brookstone Capital Management, an estimated $8.99M added.
  • The largest Capital Group Ultra Short Income ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2026.