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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.99M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.59M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.93M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$4.16M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.8M |
| 3 |
Jane Street
New York
|
-$1.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$783K |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$583K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $24.7K | -$306K | -12,087 | -93% |
|
|
AF
52
Advisornet Financial
Minnetonka,
Minnesota
| $23.4K | – | – | – |
|
|
HBW
53
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $10K | +$51 | +2 | +0.5% |
|
|
FLP
54
Financial Life Planners
Tempe,
Arizona
| $1.55K | +$1.55K | +61 | New |
|
|
55
Bank of New York Mellon
New York
| – | -$4.16M | -164,291 | Closed |
|
|
IFG
56
Independent Financial Group
San Diego,
California
| – | -$201K | -7,936 | Closed |
|
|
CFD
57
Creative Financial Designs
Kokomo,
Indiana
| – | -$1.49K | -59 | Closed |
|
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.