Capital Group Ultra Short Income ETF
CGUI
44 hedge funds and large institutions have $112M invested in Capital Group Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
29% more funds holding
Funds holding: 34 → 44 (+10)
23% more capital invested
Capital invested by funds: $90.7M → $112M (+$21.2M)
29.87% less ownership
Funds ownership: 89.61% → 59.74% (-30%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$5.11M |
| 3 |
Bank of New York Mellon
New York
|
+$4.16M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$2M |
| 5 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$293K |
| 2 |
TWM
TCFG Wealth Management
Laguna Niguel,
California
|
-$275K |
| 3 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$123K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$29.9K |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$19.2K |
CGUI Hedge Fund Activity: Q4 2025 in Review
44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Ultra Short Income ETF (CGUI) for Q4 2025, worth a combined $112M — up 23% from $90.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CGUI positions and 2 closed out — a net gain of 11 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.7M. The largest seller was Brookstone Capital Management, cutting an estimated $293K.
- 44 institutional investors held Capital Group Ultra Short Income ETF (CGUI) as of Q4 2025, up from 34 in Q3 2025.
- Funds reported $112M of Capital Group Ultra Short Income ETF stock for Q4 2025, up 23% quarter-over-quarter.
- 13 funds opened new Capital Group Ultra Short Income ETF positions in Q4 2025 and 2 closed out, a net change of +11 holders.
- The largest Capital Group Ultra Short Income ETF buyer in Q4 2025 was LPL Financial, an estimated $13.7M added.
- The largest Capital Group Ultra Short Income ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $293K sold.
Based on aggregated 13F filings for Q4 2025.