CGUI

Capital Group Ultra Short Income ETF

55 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 14 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$29.3M
LPL Financial
2
LPL Financial
California
$27.1M
BCM
3
Brookstone Capital Management
Illinois
$10.5M
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$7.61M
TPF
5
Tribridge Partners Financial
Maryland
$6.77M
KAM
6
Kensington Asset Management
Texas
$4.67M
SPIA
7
Steward Partners Investment Advisory
New York
$4.23M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.06M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.72M
CGPCS
10
Capital Group Private Client Services
California
$3.54M
MML Investors Services
11
MML Investors Services
Massachusetts
$3.43M
Raymond James Financial
12
Raymond James Financial
Florida
$3.11M
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.99M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.76M
KWM
15
Kingsview Wealth Management
Oregon
$2.7M
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.66M
Osaic Holdings
17
Osaic Holdings
Arizona
$2.25M
SB
18
Strategic Blueprint
Georgia
$2.19M
Capital International Investors
19
Capital International Investors
California
$2.07M
AAS
20
Ameritas Advisory Services
Nebraska
$1.55M
EW
21
Entruity Wealth
California
$1.37M
5W
22
5T Wealth
California
$887K
MBC
23
Michael Brady & Co
Ohio
$788K
FTUS
24
Flow Traders U.S.
New York
$679K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$655K