We are live on ! Find out more
CGUI

Capital Group Ultra Short Income ETF

26 hedge funds and large institutions have $47.6M invested in Capital Group Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding

Funds holding: 1426 (+12)

69% more capital invested

Capital invested by funds: $28.2M → $47.6M (+$19.5M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

11.16% more ownership

Funds ownership: 74.62%85.79% (+11%)

Holders
26
Holders Change
+12
Holders Change %
+85.71%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Creekmur Asset Management
Illinois
$19.5M +$19.5M +772,332 New
TPF
2
Tribridge Partners Financial
Maryland
$4.25M +$4.24M +168,237 New
Capital International Investors
3
Capital International Investors
California
$3.58M -$11M -435,000 -75%
CGPCS
4
Capital Group Private Client Services
California
$3.26M +$2.11M +83,769 +184%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.43M -$203K -8,044 -8%
BCM
6
Brookstone Capital Management
Illinois
$1.88M +$417K +16,511 +29%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.69M +$14.2K +561 +0.8%
EW
8
Entruity Wealth
California
$1.67M +$316K +12,523 +23%
KAM
9
Kensington Asset Management
Texas
$1.51M +$1.51M +59,931 New
GWM
10
Geneos Wealth Management
Colorado
$1.11M +$1.11M +43,904 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$938K +$938K +37,186 New
MML Investors Services
12
MML Investors Services
Massachusetts
$929K +$929K +36,820 New
Jane Street
13
Jane Street
New York
$662K -$768K -30,431 -54%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$612K +$293K +11,604 +92%
IA
15
Integrity Alliance
Iowa
$610K +$610K +24,161 New
OMC
16
Old Mission Capital
Illinois
$566K +$566K +22,420 New
TWM
17
TCFG Wealth Management
California
$557K -$27.9K -1,106 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$448K +$448K +17,765 New
HAS
19
HBW Advisory Services
California
$353K -$1.84K -73 -0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$329K +$183K +7,243 +125%
IFG
21
Independent Financial Group
California
$229K +$229K +9,067 New
KAS
22
Kestra Advisory Services
Texas
$206K +$454 +18 +0.2%
JP Morgan Chase
23
JP Morgan Chase
New York
$136K +$136K +5,378 New
DJSG
24
D.J. St. Germain
Massachusetts
$75.7K
RIL
25
Rothschild Investment LLC
Illinois
$70.6K +$70.6K +2,800 New

CGUI Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Ultra Short Income ETF (CGUI) for Q2 2025, worth a combined $47.6M — up 69% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CGUI positions and 0 closed out — a net gain of 12 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Creekmur Asset Management, opening a new position worth an estimated $19.5M. The largest seller was Capital International Investors, cutting an estimated $11M.

  • 26 institutional investors held Capital Group Ultra Short Income ETF (CGUI) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $47.6M of Capital Group Ultra Short Income ETF stock for Q2 2025, up 69% quarter-over-quarter.
  • 12 funds opened new Capital Group Ultra Short Income ETF positions in Q2 2025 and 0 closed out, a net change of +12 holders.
  • The largest Capital Group Ultra Short Income ETF buyer in Q2 2025 was Creekmur Asset Management, an estimated $19.5M added.
  • The largest Capital Group Ultra Short Income ETF seller in Q2 2025 was Capital International Investors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2025.