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Capital Group Ultra Short Income ETF (CGUI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$9.56M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$8.17M
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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
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%
2/14/2025Capital Group Private Client Services Inc.10,412$262K0.0%-74.2%0.000%
2/14/2025Capital International Investors697,000$17.52M0.0%-29.7%0.000%
2/13/2025Entruity 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%
12/26/2024JPMorgan 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, 12 institutional investors and hedge funds held shares of Capital Group Ultra Short Income ETF. The most heavily invested institutionals were Capital International Investors ($17.52M), RFP Financial Group LLC ($3.10M), JPMorgan Chase & Co. ($1.49M), Brookstone Capital Management ($1.46M), Captrust Financial Advisors ($1.43M), Entruity Wealth LLC ($833K), and Citadel Advisors LLC ($390K).Learn more on CGUI's institutional investors.

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

Of the 10 institutional investors that purchased Capital Group Ultra Short Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFP Financial Group LLC ($123.38K), JPMorgan Chase & Co. ($59.19K), Brookstone Capital Management ($57.90K), Captrust Financial Advisors ($56.91K), Entruity Wealth LLC ($33.15K), Citadel Advisors LLC ($15.50K), and Jane Street Group LLC ($15.42K).

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

Institutional investors have bought a total of 380,200 shares in the last 24 months. This purchase volume represents approximately $9.56M in transactions.

Which Capital Group Ultra Short Income ETF 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), and Capital Group Private Client Services Inc. ($30K).

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

Institutional investors have sold a total of 325,000 shares in the last 24 months. This volume of shares sold represents approximately $8.17M in transactions.



This page (NYSEARCA:CGUI) was last updated on 5/2/2025 by MarketBeat.com Staff
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