Capital Group Ultra Short Income ETF
CGUI
6 hedge funds and large institutions have $30.1M invested in Capital Group Ultra Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
0% more capital invested
Capital invested by funds: $30M → $30.1M (+$34.5K)
9.54% less ownership
Funds ownership: 99.97% → 90.43% (-9.5%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.91M |
| 2 |
JP Morgan Chase
New York
|
+$1.49M |
| 3 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$5.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$43.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Capital International Investors
Los Angeles,
California
| $25M | -$5.11M | -203,000 | -17% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.91M | +$1.91M | +75,969 | New |
|
|
3
JP Morgan Chase
New York
| $1.49M | +$1.49M | +59,187 | New |
|
|
CGPCS
4
Capital Group Private Client Services
Los Angeles,
California
| $1.02M | +$1.02M | +40,412 | New |
|
|
TWM
5
TCFG Wealth Management
Laguna Niguel,
California
| $584K | +$583K | +23,158 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $74K | -$43.5K | -1,726 | -37% |
|
CGUI Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Capital Group Ultra Short Income ETF (CGUI) for Q3 2024, worth a combined $30.1M — up 0.11% from $30M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CGUI positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $1.91M. The largest seller was Capital International Investors, cutting an estimated $5.11M.
- 6 institutional investors held Capital Group Ultra Short Income ETF (CGUI) as of Q3 2024, up from 2 in Q2 2024.
- Funds reported $30.1M of Capital Group Ultra Short Income ETF stock for Q3 2024, up 0.11% quarter-over-quarter.
- 4 funds opened new Capital Group Ultra Short Income ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest Capital Group Ultra Short Income ETF buyer in Q3 2024 was Osaic Holdings, an estimated $1.91M added.
- The largest Capital Group Ultra Short Income ETF seller in Q3 2024 was Capital International Investors, an estimated $5.11M sold.
Based on aggregated 13F filings for Q3 2024.