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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.66
+0.03 (+0.12%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Income ETF (NYSEARCA:CGSD)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$283.08M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$40.61M
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CGSD Institutional Buying and Selling by Quarter

Capital Group Short Duration Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024 Beta Wealth Group Inc.288,115$7.47M3.4%N/A1.628%
11/1/2024 Smith Thornton Advisors LLC27,725$718K0.5%N/A0.157%
10/29/2024 TrueWealth Advisors LLC17,388$451K0.2%+54.3%0.098%
10/25/2024 Gateway Wealth Partners LLC8,494$220K0.1%N/A0.048%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,513$920K0.1%-21.6%0.201%
10/24/2024 Wealth Enhancement Advisory Services LLC115,875$3.00M0.0%+106.7%0.655%
10/23/2024 Burford Brothers Inc.37,531$972K0.5%-2.2%0.212%
10/23/2024 Financial Management Network Inc.100,437$2.59M0.5%+21.3%0.567%
10/22/2024 International Assets Investment Management LLC3,587,209$929.45M0.1%+3,096.7%20.267%
10/22/2024 Saxony Capital Management LLC95,226$2.47M2.3%+330.0%0.538%
10/22/2024 Private Advisor Group LLC195,486$5.07M0.0%+464.6%1.104%
10/21/2024 Trilogy Capital Inc.15,180$393K0.0%+3.0%0.086%
10/18/2024Commonwealth Equity Services LLC1,470,612$38.10M0.1%+14.1%8.309%
10/17/2024Inspire Advisors LLC81,389$2.11M0.3%+15.9%0.460%
10/16/2024 Bleakley Financial Group LLC47,283$1.23M0.0%-4.0%0.267%
10/16/2024 Good Life Advisors LLC15,466$401K0.0%N/A0.087%
10/15/2024 NBC Securities Inc.16,937$438K0.0%-14.8%0.096%
10/10/2024 Concourse Financial Group Securities Inc.19,438$504K0.0%+93.1%0.110%
10/9/2024 LongView Wealth Management26,361$683K0.2%+61.2%0.149%
10/8/2024 Dynamic Advisor Solutions LLC40,022$1.04M0.0%+13.3%0.226%
10/3/2024 Delta Financial Group Inc.9,243$239K0.1%N/A0.052%
8/28/2024Kestra Investment Management LLC31,856$809K0.1%N/A0.180%
8/28/2024Souders Financial Advisors237,239$6.03M0.9%+3.1%1.340%
8/22/2024Cetera Investment Advisers964,072$24.50M0.1%+2.6%5.447%
8/16/2024Northwestern Mutual Wealth Management Co.70,863$1.80M0.0%+171.4%0.400%
8/14/2024Bridgewealth Advisory Group LLC532,318$13.53M6.0%+30.2%3.007%
8/8/2024Inspire Advisors LLC70,198$1.78M0.2%+6.8%0.397%
8/8/2024Envestnet Asset Management Inc.409,535$10.41M0.0%+41.0%2.314%
8/6/2024 Ausdal Financial Partners Inc.14,352$365K0.0%N/A0.081%
8/5/2024 Private Advisor Group LLC34,621$880K0.0%+35.6%0.196%
7/31/2024Commonwealth Equity Services LLC1,288,566$32.74M0.1%+2.3%7.280%
7/31/2024Rothschild Investment LLC155,482$3.95M0.3%N/A0.878%
7/30/2024 New England Capital Financial Advisors LLC213,326$5.42M3.0%+4.4%1.205%
7/29/2024 Ameritas Advisory Services LLC136,064$3.46M0.1%N/A0.769%
7/26/2024 Cambridge Investment Research Advisors Inc.152,989$3.89M0.0%+8.5%0.864%
7/26/2024 Saxony Capital Management LLC22,147$563K0.6%N/A0.125%
7/24/2024 TrueWealth Advisors LLC11,271$286K0.1%N/A0.064%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors45,287$1.15M0.2%-7.1%0.256%
7/23/2024 Concourse Financial Group Securities Inc.10,065$257K0.0%-6.8%0.057%
7/22/2024Atria Wealth Solutions Inc.74,003$1.88M0.0%+133.3%0.418%
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7/22/2024 LongView Wealth Management16,355$416K0.2%N/A0.092%
7/20/2024Continuum Advisory LLC39,052$992K0.1%+12.9%0.221%
7/19/2024Western Wealth Management LLC28,573$726K0.1%+25.9%0.161%
7/17/2024 DeDora Capital Inc.57,332$1.46M0.4%+4.5%0.324%
7/16/2024 Lodestone Wealth Management LLC98,262$2.50M1.3%+2.7%0.555%
7/16/2024 Wealth Enhancement Advisory Services LLC56,073$1.43M0.0%+227.2%0.317%
7/15/2024 Dynamic Advisor Solutions LLC35,328$898K0.0%N/A0.200%
7/10/2024 Simplicity Wealth LLC49,248$1.25M0.0%+32.7%0.278%
7/8/2024ST Germain D J Co. Inc.5,701$145K0.0%-44.2%0.032%
5/24/2024Cetera Advisor Networks LLC600,453$15.25M0.1%+2.7%3.392%
5/24/2024Cetera Advisors LLC159,209$4.04M0.0%+1.0%0.899%
5/24/2024Cetera Investment Advisers939,813$23.87M0.1%+511.3%5.310%
5/16/2024Jane Street Group LLC182,894$4.65M0.0%-44.5%1.033%
5/14/2024Capital International Investors110,000$2.79M0.0%-8.3%0.621%
5/14/2024Capital Group Private Client Services Inc.355,038$9.02M0.1%+105.6%2.006%
5/14/2024OLD Mission Capital LLC142,297$3.61M0.1%+308.7%0.804%
5/10/2024Osaic Holdings Inc.551,528$14.01M0.0%+8.7%3.116%
5/9/2024Souders Financial Advisors230,040$5.84M0.9%+11.9%1.300%
5/8/2024 Bleakley Financial Group LLC37,119$943K0.0%+2.2%0.210%
5/8/2024Avantax Advisory Services Inc.61,212$1.55M0.0%-9.7%0.346%
5/8/2024Inspire Advisors LLC65,741$1.67M0.2%+14.2%0.371%
5/7/2024WNY Asset Management LLC514,624$13.07M2.0%+1,207.3%2.907%
5/2/2024 New England Capital Financial Advisors LLC204,297$5.19M2.9%+3.1%1.202%
5/2/2024 Lincoln National Corp493,397$12.53M0.2%+16.8%2.902%
5/1/2024 Concourse Financial Group Securities Inc.10,805$275K0.0%+60.7%0.064%
4/30/2024 Private Advisor Group LLC25,538$649K0.0%+20.8%0.150%
4/30/2024Hartline Investment Corp48,766$1.24M0.2%N/A0.287%
4/29/2024Commonwealth Equity Services LLC1,259,146$31.98M0.1%+1.2%7.407%
4/29/2024Benjamin F. Edwards & Company Inc.121,897$3.10M0.1%+22.1%0.717%
4/25/2024 Cambridge Investment Research Advisors Inc.140,943$3.58M0.0%+10.9%0.829%
4/24/2024 SOL Capital Management CO111,392$2.83M0.4%+3.8%0.655%
4/24/2024 Simplicity Wealth LLC37,119$943K0.0%N/A0.218%
4/23/2024Raymond James Financial Services Advisors Inc.64,342$1.63M0.0%N/A0.378%
4/22/2024 Financial Management Network Inc.74,958$1.91M0.5%+8.1%0.441%
4/18/2024Bridgewealth Advisory Group LLC408,949$10.39M5.1%+206.0%2.406%
4/17/2024 Trilogy Capital Inc.11,090$282K0.0%N/A0.107%
4/16/2024 DeDora Capital Inc.54,882$1.39M0.4%+14.1%0.323%
4/12/2024CGN Advisors LLC12,817$325K0.0%+10.8%0.123%
4/11/2024 International Assets Investment Management LLC111,881$2.84M0.1%+20.4%1.076%
4/5/2024 NBC Securities Inc.20,286$515K0.0%-5.3%0.195%
2/21/2024WNY Asset Management LLC39,365$1.00M0.2%+46.7%0.379%
2/13/2024Cetera Advisor Networks LLC584,699$14.88M0.1%+6.8%5.622%
2/9/2024 Cambridge Investment Research Advisors Inc.127,084$3.23M0.0%+50.6%1.222%
2/9/2024BlackDiamond Wealth Management LLC116,289$2.96M2.2%-18.7%1.118%
2/9/2024UBS Group AG237,242$6.04M0.0%-0.5%2.281%
2/7/2024Avantax Advisory Services Inc.67,788$1.73M0.0%-14.3%0.652%
2/7/2024 NBC Securities Inc.21,429$545K0.1%-1.9%0.206%
2/7/2024 Principal Securities Inc.8,300$211K0.0%N/A0.080%
2/7/2024 Concourse Financial Group Securities Inc.6,725$172K0.0%+146.8%0.065%
2/6/2024 Lincoln National Corp422,307$10.75M0.2%+37.2%4.061%
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2/6/2024 Private Advisor Group LLC21,148$538K0.0%+92.2%0.203%
2/6/2024Benjamin F. Edwards & Company Inc.99,820$2.54M0.1%+1.2%0.960%
2/6/2024Commonwealth Equity Services LLC1,244,297$31.67M0.1%+11.3%11.964%
2/6/2024McIlrath & Eck LLC1,334,216$33.96M6.0%+3.0%12.829%
2/5/2024Bridgewealth Advisory Group LLC133,650$3.40M2.6%N/A1.285%
2/2/2024Atria Wealth Solutions Inc.82,390$2.10M0.0%-6.6%0.792%
2/1/2024 New England Capital Financial Advisors LLC198,246$5.05M3.0%+3.1%1.906%
1/31/2024Western Wealth Management LLC10,761$274K0.0%N/A0.103%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors52,488$1.34M0.3%-1.3%0.505%
1/25/2024 SOL Capital Management CO107,282$2.73M0.4%+127.1%1.032%
(Data available from 1/1/2016 forward)

CGSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSD shares?

During the previous two years, 75 institutional investors and hedge funds held shares of Capital Group Short Duration Income ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($929.45M), Commonwealth Equity Services LLC ($38.10M), McIlrath & Eck LLC ($33.96M), Cetera Investment Advisers ($24.50M), Cetera Advisor Networks LLC ($15.25M), Osaic Holdings Inc. ($14.01M), and Bridgewealth Advisory Group LLC ($13.53M).Learn more on CGSD's institutional investors.

Which institutional investors have been buying Capital Group Short Duration Income ETF stock?

Of the 70 institutional investors that purchased Capital Group Short Duration Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($6.01M), McIlrath & Eck LLC ($2.62M), Commonwealth Equity Services LLC ($1.48M), Cetera Investment Advisers ($810.34K), Bridgewealth Advisory Group LLC ($532.32K), WNY Asset Management LLC ($514.62K), and Lincoln National Corp ($493.40K).

How much institutional buying is happening at Capital Group Short Duration Income ETF?

Institutional investors have bought a total of 17,331,589 shares in the last 24 months. This purchase volume represents approximately $442.26M in transactions.

Which Capital Group Short Duration Income ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold Capital Group Short Duration Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: McIlrath & Eck LLC ($1.30M), Capital International Investors ($460K), Jane Street Group LLC ($146.58K), Avantax Advisory Services Inc. ($61.43K), Kestra Advisory Services LLC ($42.17K), Cetera Investment Advisers ($26.87K), and BlackDiamond Wealth Management LLC ($26.76K).

How much institutional selling is happening at Capital Group Short Duration Income ETF?

Institutional investors have sold a total of 2,126,629 shares in the last 24 months. This volume of shares sold represents approximately $53.38M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 11/4/2024 by MarketBeat.com Staff
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