Capital Group Short Duration Income

CGSD • ARCA

Capital Group Short Duration Income is an exchange-traded fund on ARCA. As of Q3 2025, 146 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. MORGAN STANLEY is the largest holder with a position valued at $144.1M.

Overview

Overview of institutional ownership in CGSD as of Q3 2025

All Institutions

Institutions: 146
Value Held: $1.1B
Shares Held: 43.2M
Avg Position: $7.7M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 1
Value Held: $5.9M
Shares Held: 228.1K
Avg Position: $5.9M
Median Position: $5.9M

Biggest Investors

Institutions with the largest positions in CGSD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$144.1M 0.01% of portfolio	5.5M shares	Q2 2023 Held for 2y 5m	$1.65T
L LPL Financial LLC Institution	-	$132.3M 0.04% of portfolio	5.1M shares	Q2 2023 Held for 2y 5m	$340.07B
C Capital Group Private Client Services, Inc. RIA/Wealth	Matthew Philip O'Connor Chairman	$60.6M 1.02% of portfolio	2.3M shares	Q4 2022 Held for 2y 11m	$5.9B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$54.0M 0.06% of portfolio	2.1M shares	Q4 2022 Held for 2y 11m	$85.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$52.5M 0.07% of portfolio	2.0M shares	Q4 2022 Held for 2y 11m	$71.1B
Merit Financial Group, LLC RIA/Wealth	Rick Lee Kent CEO	$47.4M 0.44% of portfolio	1.8M shares	Q2 2025 Held for 5 months	$10.7B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$32.9M 0.01% of portfolio	1.3M shares	Q1 2023 Held for 2y 8m	$341.99B
A Advisor Group Holdings, Inc. Institution	-	$31.6M 0.04% of portfolio	1.2M shares	Q4 2022 Held for 2y 11m	$71.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	$30.4M 0.01% of portfolio	1.2M shares	Q1 2023 Held for 2y 8m	$511.54B
R ROYAL BANK OF CANADA Institution	-	$29.7M 0.01% of portfolio	1.1M shares	Q1 2023 Held for 2y 8m	$542.04B

Net Capital Flow

Institutional buying and selling activity for CGSD in Q3 2025

Traded: +$209.1M
Buyers: 103
Sellers: 39
Total Bought: +$252.8M
Total Sold: −$43.7M
Avg Position: $7.1M

Biggest Buyers

Institution	Net Bought	Current Position
Merit Financial Group, LLC RIA/Wealth	+$46.8M +1.8M shares	$47.4M 1.8M shares
MORGAN STANLEY RIA/Wealth	+$31.3M +1.2M shares	$144.1M 5.5M shares
L LPL Financial LLC Institution	+$29.5M +1.1M shares	$132.3M 5.1M shares
S STIFEL FINANCIAL CORP Long Only Manager	+$12.3M +474.5K shares	$18.3M 705.0K shares
R RFP Financial Group LLC Institution	+$12.0M +463.5K shares	$12.7M 489.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$10.5M +405.5K shares	$10.5M 405.5K shares
R ROYAL BANK OF CANADA Institution	+$9.0M +345.5K shares	$29.7M 1.1M shares
WELLS FARGO & COMPANY/MN Institution	+$8.2M +315.8K shares	$29.0M 1.1M shares
UBS Group AG Institution	+$7.5M +289.3K shares	$30.4M 1.2M shares
L LANDAAS & CO /WI /ADV Institution	+$6.4M +248.2K shares	$6.4M 248.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
N NORDEN GROUP LLC Institution	−$14.5M −558.9K shares	Sold Off 0 shares
Beta Wealth Group, Inc. RIA/Wealth	−$12.8M −493.2K shares	Sold Off 0 shares
McIlrath & Eck, LLC RIA/Wealth	−$6.8M −262.3K shares	$23.5M 906.4K shares
Kestra Advisory Services, LLC RIA/Wealth	−$2.3M −90.1K shares	$2.1M 81.6K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$2.0M −78.3K shares	$52.5M 2.0M shares
Stonebridge Financial Group, LLC RIA/Wealth	−$708.0K −27.3K shares	$336.5K 13.0K shares
RFG Advisory Group, LLC RIA/Wealth	−$699.5K −27.0K shares	Sold Off 0 shares
MSH Capital Advisors LLC RIA/Wealth	−$496.2K −19.1K shares	Sold Off 0 shares
We Are One Seven, LLC RIA/Wealth	−$361.8K −14.0K shares	Sold Off 0 shares
INTL FCSTONE INC. Institution	−$321.1K −12.4K shares	$3.4M 131.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CGSD in Q3 2025

New Positions: 10
New Value: $12.3M
Exited Positions: 12
Exited Value: $29.7M

New Positions

Institution	Position Value
L LANDAAS & CO /WI /ADV Institution	$6.4M 248.2K shares
Summit Financial, LLC RIA/Wealth	$1.4M 53.7K shares
Werba Rubin Papier Wealth Management RIA/Wealth	$1.4M 53.4K shares
Eaton Financial Holdings Company, LLC RIA/Wealth	$696.6K 26.8K shares
Rockefeller Capital Management L.P. Long Only Manager	$632.7K 24.4K shares
SMITH, MOORE & CO. RIA/Wealth	$594.3K 22.9K shares
OAK HILL WEALTH ADVISORS, LLC RIA/Wealth	$564.0K 21.7K shares
GPS Wealth Strategies Group, LLC RIA/Wealth	$500.5K 19.3K shares
MAI Wealth Advisors RIA/Wealth	$40.0K 1.5K shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	$34.5K 1.3K shares

Exited Positions

Institution	Previous Position
N NORDEN GROUP LLC Institution	$14.5M 558.9K shares
Beta Wealth Group, Inc. RIA/Wealth	$12.8M 493.2K shares
RFG Advisory Group, LLC RIA/Wealth	$699.5K 27.0K shares
MSH Capital Advisors LLC RIA/Wealth	$496.2K 19.1K shares
We Are One Seven, LLC RIA/Wealth	$361.8K 14.0K shares
Hartmann Taylor Wealth Management, LLC RIA/Wealth	$288.5K 11.1K shares
Bank of New York Mellon Corp Institution	$213.8K 8.2K shares
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	$208.8K 8.1K shares
BANK OF AMERICA CORP /DE/ Institution	$49.4K 1.9K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	$49.4K 1.9K shares

Options Activity

Institutions with the largest Call and Put options positions in CGSD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CGSD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Bridgewealth Advisory Group, LLC RIA/Wealth	Kevin Christopher Hook Managing Partner	5.62% $21.1M	814.0K shares	Q4 2023 Held for 1y 11m	$376.0M
R RFP Financial Group LLC Institution	-	5.25% $12.7M	489.0K shares	Q4 2024 Held for 11 months	$241.4M
Entruity Wealth, LLC RIA/Wealth	Bradley Calvin Barnes CEO	4.86% $6.3M	241.0K shares	Q4 2024 Held for 11 months	$128.8M
IAM Advisory, LLC RIA/Wealth	Joseph Clark Parsons Managing Partner	3.17% $14.1M	542.2K shares	Q2 2025 Held for 5 months	$444.7M
N New England Capital Financial Advisors LLC Institution	-	2.98% $7.0M	268.3K shares	Q4 2022 Held for 2y 11m	$233.8M
E EQ WEALTH ADVISORS, LLC RIA/Wealth	Toby Scott Harris Managing Partner	2.66% $4.1M	156.1K shares	Q4 2024 Held for 11 months	$152.2M
WNY Asset Management, LLC RIA/Wealth	Nicholas M Scibilia CIO	2.50% $25.9M	997.6K shares	Q1 2023 Held for 2y 8m	$1.0B
McIlrath & Eck, LLC RIA/Wealth	Thor Harvey Mcilrath Managing Partner	2.46% $23.5M	906.4K shares	Q4 2022 Held for 2y 11m	$958.7M
J J HAGAN CAPITAL, INC. RIA/Wealth	Jonathan Hagan Hicks CEO	2.21% $3.6M	139.8K shares	Q1 2025 Held for 8 months	$164.5M
Lodestone Wealth Management LLC RIA/Wealth	Andrew Joseph Mcdirmid Managing Partner	2.16% $4.8M	185.0K shares	Q1 2023 Held for 2y 8m	$222.5M

Hedge Fund Spotlight

Discover hedge funds investing in CGSD

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Capital Group Short Duration Income

Market Value: $5.9M
Shares Held: 228.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%