CGUI

Capital Group Ultra Short Income ETF
CGUI

Overview Fund Activity

14 hedge funds and large institutions have $28.2M invested in Capital Group Ultra Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.43M
2
BCM
2
Brookstone Capital Management
Illinois
$1.46M
3
CGPCS
3
Capital Group Private Client Services
California
$1.14M
4
EW
4
Entruity Wealth
California
$1.35M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.63M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$0
2
Capital International Investors
2
Capital International Investors
California
$14.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$14.5M -$3.02M -120,000 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.63M +$408K +16,178 +18%
GWM
3
Geneos Wealth Management
Colorado
$2.21M – – –
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.67M +$236K +9,387 +16%
BCM
5
Brookstone Capital Management
Illinois
$1.46M +$929K +36,899 +176%
Jane Street
6
Jane Street
New York
$1.43M +$1.04M +41,254 +268%
EW
7
Entruity Wealth
California
$1.35M +$518K +20,567 +62%
CGPCS
8
Capital Group Private Client Services
California
$1.14M +$882K +35,010 +336%
TWM
9
TCFG Wealth Management
California
$584K +$327 +13 +0.1%
HAS
10
HBW Advisory Services
California
$354K +$354K +14,073 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$319K +$319K +12,645 New
KAS
12
Kestra Advisory Services
Texas
$206K +$206K +8,165 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$146K +$3.36K +133 +2%
DJSG
14
D.J. St. Germain
Massachusetts
$75.6K – – –
AF
15
Advisornet Financial
Minnesota
$42.2K +$42.2K +1,675 New
RFG
16
RFP Financial Group
Georgia
– -$3.1M -123,382 Closed
Citadel Advisors
17
Citadel Advisors
Florida
– -$390K -15,500 Closed
UBS Group
18
UBS Group
Switzerland
– -$7.67K -305 Closed