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Capital Group Ultra Short Income ETF (CGUI) Institutional Ownership

$25.31 0.00 (0.00%)
As of 08/15/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Ultra Short Income ETF (NYSEARCA:CGUI)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$35.53M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$8.96M
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CGUI Institutional Buying and Selling by Quarter

Capital Group Ultra Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025MML Investors Services LLC36,820$929K0.0%N/A1.116%
8/14/2025Jane Street Group LLC26,245$662K0.0%-53.7%0.795%
8/12/2025 Entruity Wealth LLC66,240$1.67M1.4%+23.3%2.007%
8/12/2025 JPMorgan Chase & Co.5,378$136K0.0%N/A0.169%
8/12/2025 Kensington Asset Management LLC59,931$1.51M0.1%N/A1.885%
8/11/2025 Rothschild Investment LLC2,800$71K0.0%N/A0.088%
8/4/2025 Integrity Alliance LLC.24,161$610K0.0%N/A0.760%
8/4/2025 Creekmur Asset Management LLC772,332$19.49M3.4%N/A24.287%
8/1/2025 Envestnet Asset Management Inc.37,186$938K0.0%N/A1.169%
7/30/2025 Brookstone Capital Management74,414$1.88M0.0%+28.5%2.340%
7/23/2025 Tcfg Wealth Management LLC22,065$557K0.3%-4.8%0.694%
5/19/2025Jane Street Group LLC56,676$1.43M0.0%+267.5%3.778%
5/8/2025 Entruity Wealth LLC53,717$1.35M1.3%+62.0%3.581%
4/29/2025 Brookstone Capital Management57,903$1.46M0.0%+175.7%3.860%
4/9/2025 HBW Advisory Services LLC14,073$354K0.1%N/A1.020%
4/7/2025 AdvisorNet Financial Inc1,675$42K0.0%N/A0.121%
2/17/2025Citadel Advisors LLC15,500$390K0.0%N/A0.000%
2/17/2025Captrust Financial Advisors56,908$1.43M0.0%N/A0.000%
2/14/2025Jane Street Group LLC15,422$388K0.0%N/A0.000%
2/14/2025 Capital Group Private Client Services Inc.10,412$262K0.0%-74.2%0.000%
2/14/2025 Capital International Investors697,000$17.52M0.0%-29.7%0.000%
2/13/2025 Entruity Wealth LLC33,150$833K0.8%N/A0.000%
1/28/2025 RFP Financial Group LLC123,382$3.10M1.2%N/A0.000%
1/13/2025 Brookstone Capital Management21,004$528K0.0%N/A0.000%
1/10/2025 ST Germain D J Co. Inc.3,000$75K0.0%N/A0.000%
12/26/2024 JPMorgan Chase & Co.59,187$1.49M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CGUI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGUI shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Capital Group Ultra Short Income ETF. The most heavily invested institutionals were Creekmur Asset Management LLC ($19.49M), Capital International Investors ($17.52M), RFP Financial Group LLC ($3.10M), Brookstone Capital Management ($1.88M), Captrust Financial Advisors ($1.69M), Entruity Wealth LLC ($1.67M), and Kensington Asset Management LLC ($1.51M).Learn more on Capital Group Ultra Short Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Ultra Short Income ETF's stock?

Of the 16 institutional investors that purchased Capital Group Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creekmur Asset Management LLC ($772.33K), RFP Financial Group LLC ($123.38K), Brookstone Capital Management ($74.41K), Entruity Wealth LLC ($66.24K), JPMorgan Chase & Co. ($64.57K), Kensington Asset Management LLC ($59.93K), and Captrust Financial Advisors ($57.47K).

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

Institutional investors have bought a total of 1,410,224 shares in the last 24 months. This purchase volume represents approximately $35.55M in transactions.

Which of Capital Group Ultra Short Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Ultra Short Income ETF stock in the last 24 months: Capital International Investors ($295K), Jane Street Group LLC ($30.43K), Capital Group Private Client Services Inc. ($30K), and Tcfg Wealth Management LLC ($1.11K).

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

Institutional investors have sold a total of 356,537 shares in the last 24 months. This volume of shares sold represents approximately $8.96M in transactions.



This page (NYSEARCA:CGUI) was last updated on 8/16/2025 by MarketBeat.com Staff
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