We are live on ! Find out more
CGUI

Capital Group Ultra Short Income ETF
CGUI

54 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 13 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $112M → $139M (+$27.3M)

23% more funds holding

Funds holding: 44 → 54 (+10)

0.77% more ownership

Funds ownership: 59.74% → 60.51% (+0.77%)

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$8.99M
2
LPL Financial
LPL Financial
California
+$4.59M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.93M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.51M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.16M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.8M
3
Jane Street
Jane Street
New York
-$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$783K
5
Capital International Investors
Capital International Investors
California
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
Merit Financial Group
Georgia
$29.3M +$1.07M +42,309 +4%
LPL Financial
2
LPL Financial
California
$27.1M +$4.59M +180,953 +20%
BCM
3
Brookstone Capital Management
Illinois
$10.5M +$8.99M +354,705 +590%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$7.61M +$2.51M +99,199 +49%
TPF
5
Tribridge Partners Financial
Maryland
$6.77M +$219K +8,646 +3%
KAM
6
Kensington Asset Management
Texas
$4.67M – – –
SPIA
7
Steward Partners Investment Advisory
New York
$4.23M +$421K +16,606 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.06M +$2.93M +115,646 +257%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.72M +$1.67M +66,025 +81%
CGPCS
10
Capital Group Private Client Services
California
$3.54M -$52K -2,052 -1%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.43M +$2.26M +89,131 +192%
Raymond James Financial
12
Raymond James Financial
Florida
$3.11M +$3.11M +122,841 New
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.99M +$1.69M +66,645 +129%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.76M +$1.13M +44,424 +69%
KWM
15
Kingsview Wealth Management
Oregon
$2.7M +$1.09M +42,914 +67%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.66M +$794K +31,319 +42%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.25M -$1.8M -71,116 -44%
SB
18
Strategic Blueprint
Georgia
$2.19M +$193K +7,629 +10%
Capital International Investors
19
Capital International Investors
California
$2.07M -$583K -23,000 -22%
AAS
20
Ameritas Advisory Services
Nebraska
$1.55M +$1.16M +45,896 +301%
EW
21
Entruity Wealth
California
$1.37M -$112K -4,410 -8%
5W
22
5T Wealth
California
$887K +$335K +13,215 +60%
MBC
23
Michael Brady & Co
Ohio
$788K +$102K +4,021 +15%
FTUS
24
Flow Traders U.S.
New York
$679K -$158K -6,247 -19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$655K +$60K +2,366 +10%
1
2 3