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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

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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)
49
Total
Institutional Inflows
(last 12 months)
$232.94M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$48.61M
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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
4/29/2024Commonwealth Equity Services LLC1,259,146$31.98M0.1%+1.2%7.407%
4/29/2024 Benjamin 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%
4/23/2024 Raymond 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%
4/18/2024 Bridgewealth 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%
4/12/2024 CGN 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%
2/7/2024Principal Securities Inc.8,300$211K0.0%N/A0.080%
2/7/2024Concourse Financial Group Securities Inc.6,725$172K0.0%+146.8%0.065%
2/6/2024Lincoln National Corp422,307$10.75M0.2%+37.2%4.061%
2/6/2024Private Advisor Group LLC21,148$538K0.0%+92.2%0.203%
2/6/2024 Benjamin 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%
2/5/2024 Bridgewealth 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%
2/1/2024New 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%
1/30/2024Bay 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%
1/25/2024 International Assets Investment Management LLC92,900$2.36M0.0%+16.8%0.893%
1/25/2024Lodestone Wealth Management LLC95,476$2.43M1.4%N/A0.918%
1/24/2024Souders Financial Advisors205,485$5.23M0.9%+12.3%1.976%
1/24/2024Sowell Financial Services LLC13,647$349K0.0%-11.7%0.131%
1/24/2024 International Assets Investment Management LLC2,364,305$601.72M0.1%+2,873.8%22.734%
1/24/2024 Private Trust Co. NA1,000$25K0.0%N/A0.010%
1/23/2024DAVENPORT & Co LLC13,727$349K0.0%N/A0.132%
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1/22/2024 Financial Management Network Inc.69,373$1.76M0.5%+26.4%0.667%
1/18/2024 DeDora Capital Inc.48,083$1.22M0.4%+11.7%0.462%
1/12/2024Mutual Advisors LLC30,082$766K0.0%N/A0.289%
1/9/2024 Daymark Wealth Partners LLC9,104$232K0.0%-45.7%0.088%
1/5/2024 CGN Advisors LLC11,570$294K0.0%+23.8%0.111%
12/14/2023WNY Asset Management LLC26,840$672K0.1%+30.4%0.258%
11/16/2023McIlrath & Eck LLC1,295,355$32.44M6.5%-50.0%12.455%
11/16/2023Harbour Investments Inc.30,753$770K0.0%+29.7%0.296%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors53,177$1.33M0.3%-1.1%0.511%
11/13/2023LPL Financial LLC299,166$7.49M0.0%+19.0%2.877%
11/13/2023Envestnet Asset Management Inc.260,086$6.51M0.0%+16.5%2.501%
11/13/2023Kestra Advisory Services LLC11,012$276K0.0%-74.8%0.106%
11/9/2023UBS Group AG238,321$5.97M0.0%+68.8%2.292%
11/8/2023Janney Montgomery Scott LLC14,554$364K0.0%+31.4%0.140%
11/8/2023Atria Wealth Solutions Inc.88,237$2.21M0.0%+151.4%0.848%
11/8/2023Sowell Financial Services LLC15,455$388K0.0%N/A0.149%
11/8/2023Avantax Advisory Services Inc.79,056$1.98M0.0%-35.5%0.760%
11/8/2023Oppenheimer & Co. Inc.9,600$240K0.0%N/A0.092%
11/6/2023Sigma Planning Corp8,816$221K0.0%N/A0.085%
11/6/2023New England Capital Financial Advisors LLC192,248$4.81M3.3%+4.1%1.849%
11/6/2023Lincoln National Corp307,743$7.71M0.2%+67.2%2.959%
11/4/2023 NBC Securities Inc.21,846$547K0.1%N/A0.210%
11/3/2023SageView Advisory Group LLC9,014$226K0.0%-6.9%0.087%
11/3/2023Private Advisor Group LLC11,005$276K0.0%N/A0.106%
10/26/2023Inspire Advisors LLC57,189$1.43M0.3%+17.9%0.550%
10/24/2023 Financial Management Network Inc.54,874$1.37M0.5%N/A0.528%
10/24/2023 Cambridge Investment Research Advisors Inc.84,413$2.11M0.0%+20.9%0.812%
10/23/2023Commonwealth Equity Services LLC1,117,706$27.99M0.1%-1.2%10.747%
10/23/2023 ST Germain D J Co. Inc.10,225$256K0.0%-5.1%0.098%
10/19/2023 SOL Capital Management CO47,240$1.18M0.2%+6.3%0.454%
10/18/2023 DeDora Capital Inc.43,043$1.08M0.4%+6.7%0.414%
10/13/2023 CGN Advisors LLC9,342$234K0.0%N/A0.090%
10/10/2023 International Assets Investment Management LLC79,505$1.96M0.2%N/A0.764%
10/10/2023 Daymark Wealth Partners LLC16,772$420K0.0%N/A0.161%
10/4/2023 International Assets Investment Management LLC79,505$1.96M0.1%N/A0.764%
9/7/2023 ST Germain D J Co. Inc.10,775$271K0.0%N/A0.104%
8/15/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors53,750$1.35M0.3%N/A0.517%
8/14/2023Bleakley Financial Group LLC36,536$917K0.0%N/A0.351%
8/14/2023Guardian Wealth Advisors LLC NC29,450$742K0.1%N/A0.283%
8/11/2023SageView Advisory Group LLC9,679$243K0.0%N/A0.093%
8/11/2023Kestra Advisory Services LLC43,622$1.10M0.0%-18.0%0.419%
8/11/2023Capital International Investors425,000$10.67M0.0%-51.4%4.087%
8/10/2023Osaic Holdings Inc.232,007$5.83M0.0%+83.6%2.231%
8/10/2023Commonwealth Equity Services LLC1,131,158$28.40M0.1%+18.3%10.877%
8/10/2023Cetera Advisors LLC156,607$3.93M0.1%+901.9%1.506%
8/10/2023Cetera Advisor Networks LLC184,065$4.62M0.0%N/A1.770%
8/10/2023Cetera Investment Advisers72,560$1.82M0.0%-27.0%0.698%
8/9/2023Souders Financial Advisors183,230$4.60M0.9%+90.4%1.762%
8/7/2023McIlrath & Eck LLC2,592,190$65.08M13.6%-0.3%24.925%
8/7/2023Lincoln National Corp184,013$4.62M0.1%+113.0%1.769%
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8/4/2023Envestnet Asset Management Inc.223,180$5.60M0.0%+272.0%2.689%
8/3/2023Atria Wealth Solutions Inc.35,095$881K0.0%+25.9%0.423%
8/3/2023WNY Asset Management LLC20,580$517K0.1%+15.0%0.248%
8/3/2023Opes Wealth Management LLC265,331$6.66M1.9%+14.0%3.197%
8/2/2023New England Capital Financial Advisors LLC184,688$4.64M3.1%+13.5%2.225%
7/31/2023LPL Financial LLC251,300$6.31M0.0%N/A3.028%
7/31/2023BlackDiamond Wealth Management Inc.127,553$3.22M2.7%+49.6%1.537%
7/31/2023Inspire Advisors LLC48,494$1.22M0.2%+1.6%0.584%
7/26/2023Simplicity Solutions LLC36,536$917K0.0%N/A0.440%
7/26/2023Janney Montgomery Scott LLC11,079$278K0.0%N/A0.133%
(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, 54 institutional investors and hedge funds held shares of Capital Group Short Duration Income ETF. The most heavily invested institutionals were McIlrath & Eck LLC ($33.96M), Commonwealth Equity Services LLC ($31.98M), Cetera Advisor Networks LLC ($14.88M), Lincoln National Corp ($10.75M), Capital International Investors ($10.67M), Bridgewealth Advisory Group LLC ($10.39M), and LPL Financial LLC ($7.49M).Learn more on CGSD's institutional investors.

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

Of the 50 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: McIlrath & Eck LLC ($2.62M), International Assets Investment Management LLC ($2.54M), Commonwealth Equity Services LLC ($1.27M), Lincoln National Corp ($422.31K), Bridgewealth Advisory Group LLC ($408.95K), LPL Financial LLC ($299.17K), and Opes Wealth Management LLC ($265.33K).

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

Institutional investors have bought a total of 10,277,391 shares in the last 24 months. This purchase volume represents approximately $260.86M in transactions.

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

Of the 15 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 ($450K), Avantax Advisory Services Inc. ($54.86K), Kestra Advisory Services LLC ($42.17K), Cetera Investment Advisers ($26.87K), BlackDiamond Wealth Management LLC ($26.76K), and Commonwealth Equity Services LLC ($13.45K).

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

Institutional investors have sold a total of 1,939,185 shares in the last 24 months. This volume of shares sold represents approximately $48.61M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 4/30/2024 by MarketBeat.com Staff

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