CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
US ˙ ARCA

Grundlæggende statistik
Institutionelle ejere 147 total, 147 long only, 0 short only, 0 long/short - change of 8,82% MRQ
Gennemsnitlig porteføljeallokering 0.3855 % - change of 2,54% MRQ
Institutionelle aktier (lange) 35.507.500 (ex 13D/G) - change of 7,65MM shares 27,44% MRQ
Institutionel værdi (lang) $ 840.352 USD ($1000)
Institutionelt ejerskab og aktionærer

Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF (US:CGSD) har 147 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 35,507,500 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Capital Group Private Client Services, Inc., Commonwealth Equity Services, Llc, Cetera Investment Advisers, McIlrath & Eck, LLC, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, WNY Asset Management, LLC, and Raymond James Financial Inc .

Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF (ARCA:CGSD) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 12, 2025 is 26,06 / share. Previously, on September 13, 2024, the share price was 25,93 / share. This represents an increase of 0,50% over that period.

CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-07-30 13F Cullen/frost Bankers, Inc. 4.056 51,34 105 52,17
2025-07-23 13F Tcfg Wealth Management, Llc 36.977 21,85 959 22,48
2025-04-10 13F TrueWealth Advisors, LLC 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1.106.573 20,07 28.695 20,64
2025-07-11 13F Petredis Investment Advisors Llc 118.482 3.073
2025-07-15 13F Garrett Investment Advisors LLC 12.985 -3,74 337 -3,45
2025-08-12 13F SRS Capital Advisors, Inc. 70 2
2025-08-13 13F RFP Financial Group LLC 25.544 -11,76 662 -11,38
2025-07-16 13F Signature Resources Capital Management, LLC 2.284 197,40 59 210,53
2025-08-04 13F Arkadios Wealth Advisors 8.238 214
2025-08-11 13F Private Advisor Group, LLC 317.271 -6,49 8.228 -6,03
2025-08-14 13F UBS Group AG 881.595 -0,50 22.864 -0,01
2025-07-24 13F Stonebridge Financial Group, LLC 40.202 61,96 1.043 62,81
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 12.910 335
2025-08-15 13F Kestra Advisory Services, LLC 171.688 3,96 4.453 4,46
2025-08-11 13F Principal Securities, Inc. 8.300 0,00 215 1,42
2025-08-12 13F Lodestone Wealth Management LLC 168.654 -2,55 4.374 -2,06
2025-08-12 13F Jpmorgan Chase & Co 0 0
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 207.589 30,45 5.384 31,07
2025-07-22 13F Merit Financial Group, LLC 20.427 530
2025-08-11 13F Inspire Advisors, LLC 97.244 0,74 2.522 1,24
2025-07-10 13F Financial Management Network Inc 147.558 10,21 3.817 10,51
2025-07-28 13F Sagespring Wealth Partners, Llc 8.051 209
2025-04-11 13F Fjell Capital, LLC 0 -100,00 0
2025-04-30 13F J Hagan Capital, Inc. 176.837 4.534
2025-08-11 13F Perennial Investment Advisors, LLC 28.570 12,97 741 13,50
2025-07-11 13F LongView Wealth Management 26.157 -52,56 678 -52,35
2025-07-29 13F International Assets Investment Management, Llc 126.072 -0,27 3.270 0,21
2025-08-14 13F GWM Advisors LLC 263.378 52,81 6.831 53,55
2025-07-16 13F ORG Partners LLC 581 15
2025-07-17 13F Johnson Bixby & Associates, LLC 7.779 0,00 202 0,50
2025-07-29 13F Burford Brothers, Inc. 27.731 -6,02 719 -5,52
2025-07-22 13F DAVENPORT & Co LLC 24.066 1,35 624 1,96
2025-04-21 13F Beacon Capital Management, LLC 0 -100,00 0
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 11.125 11,25 289 11,63
2025-08-06 13F Cannon Financial Strategists, Inc. 28.998 752
2025-08-14 13F Clg Llc 65.908 3,69 1.709 4,21
2025-07-25 13F We Are One Seven, LLC 13.950 -4,12 362 -3,73
2025-08-14 13F Royal Bank Of Canada 798.718 68,64 20.715 69,46
2025-07-25 13F Atria Wealth Solutions, Inc. 123.450 -3,59 3.194 -3,36
2025-07-09 13F Dynamic Advisor Solutions LLC 56.324 38,90 1.461 39,58
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 76.778 2.007
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 25.153 -23,83 652 -23,47
2025-08-15 13F Captrust Financial Advisors 877.337 18,77 22.754 19,34
2025-07-24 13F Cyndeo Wealth Partners, LLC 33.023 2,10 856 2,64
2025-05-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 344.503 12,99 8.935 13,53
2025-07-31 13F Moloney Securities Asset Management, LLC 0 -100,00 0
2025-08-04 13F WNY Asset Management, LLC 960.267 6,47 24.905 6,99
2025-08-11 13F Aptus Capital Advisors, LLC 28.650 0,00 743 0,54
2025-08-14 13F Great Valley Advisor Group, Inc. 328.320 11,42 8.515 11,97
2025-08-27 13F/A Brinker Capital Investments, LLC 16.010 415
2025-08-13 13F Gateway Wealth Partners, LLC 0 -100,00 0
2025-08-18 13F/A Kestra Investment Management, LLC 202.348 1.313,64 5.248 1.321,95
2025-07-22 13F Beacon Financial Advisory LLC 10.526 273
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 28.650 0,00 743 0,54
2025-08-11 13F Beta Wealth Group, Inc. 493.239 -1,07 12.792 -0,58
2025-07-30 13F Bleakley Financial Group, LLC 38.232 -15,70 992 -15,30
2025-08-12 13F Deutsche Bank Ag\ 956 25
2025-08-14 13F Mpwm Advisory Solutions, Llc 6.642 -47,47 172 -47,24
2025-08-04 13F Bridgewealth Advisory Group, LLC 787.980 745,30 20.436 749,73
2025-08-06 13F Souders Financial Advisors 398.518 9,15 10.336 9,68
2025-08-11 13F Western Wealth Management, LLC 44.348 1,66 1.150 2,22
2025-08-13 13F Baird Financial Group, Inc. 37.110 0,00 962 0,52
2025-07-28 13F RFG Advisory, LLC 26.973 6,57 700 7,04
2025-05-09 13F Delta Financial Group, Inc. 11.671 4,72 0
2025-07-08 13F IAM Advisory, LLC 523.928 13.588
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 17.623 0,00 457 0,66
2025-08-12 13F Titleist Asset Management, Llc 10.449 3,51 271 4,23
2025-08-12 13F Steward Partners Investment Advisory, Llc 6.345 -15,54 165 -15,03
2025-08-04 13F Saxony Capital Management, LLC 93.898 1,75 2.435 2,27
2025-08-14 13F Benjamin Edwards Inc 145.255 -7,51 3.767 -7,06
2025-07-28 13F Harbour Investments, Inc. 43.913 22,12 1.139 22,63
2025-08-12 13F Rather & Kittrell, Inc. 7.781 0,00 202 0,50
2025-08-12 13F Global Retirement Partners, LLC 29.810 6.675,00 773 6.927,27
2025-07-24 13F IFP Advisors, Inc 879 1,15 23 0,00
2025-07-29 13F DeDora Capital, Inc. 78.163 16,29 2.027 16,90
2025-08-13 13F StoneX Group Inc. 143.466 0,86 3.721 1,33
2025-08-14 13F Raymond James Financial Inc 939.933 44,98 24.377 45,68
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 13.194 26,37 342 27,14
2025-08-04 13F Pensionmark Financial Group, Llc 21.191 166,08 550 167,80
2025-08-12 13F Founders Financial Alliance, LLC 44.934 115,00 1.165 116,14
2025-07-14 13F AdvisorNet Financial, Inc 780 0,00 20 0,00
2025-07-15 13F Norden Group Llc 558.923 -5,45 14.496 -4,99
2025-08-13 13F Capital International Investors 91.002 -1,08 2.360 -0,59
2025-08-14 13F Jane Street Group, Llc 41.133 -68,07 1.067 -67,93
2025-07-24 13F MSH Capital Advisors LLC 19.134 144,15 496 145,54
2025-07-10 13F Exchange Traded Concepts, Llc 1.905 49
2025-09-09 13F NWF Advisory Services Inc. 181.076 -0,71 4.696 -0,21
2025-08-13 13F Congress Wealth Management LLC / DE / 25.376 8,71 658 9,30
2025-08-14 13F Bank Of America Corp /de/ 1.905 49
2025-08-07 13F Allworth Financial LP 9.736 -1,88 253 -1,56
2025-08-14 13F Comerica Bank 7.663 15,01 199 15,79
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 640.707 37,23 16.575 37,55
2025-08-01 13F Ashton Thomas Private Wealth, LLC 9.752 0,00 253 0,40
2025-08-12 13F Wood Tarver Financial Group, LLC 170.110 58,80 4 -99,86
2025-08-18 13F Geneos Wealth Management Inc. 106.406 -2,33 2.760 -1,81
2025-07-31 13F Oppenheimer & Co Inc 8.821 -0,05 229 0,44
2025-07-24 13F Us Bancorp \de\ 0 -100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 117 20,62 3 50,00
2025-07-23 13F Valmark Advisers, Inc. 66.413 14,98 1.722 15,57
2025-08-14 13F Smartleaf Asset Management LLC 5.023 -2,16 130 -1,52
2025-05-07 13F Trilogy Capital Inc. 0 -100,00 0
2025-08-13 13F Continuum Advisory, LLC 21.181 -5,53 549 -5,02
2025-07-16 13F Freestate Advisors LLC 28.854 197,74 748 199,20
2025-08-08 13F Cetera Investment Advisers 1.839.269 21,20 47.701 21,78
2025-08-04 13F Assetmark, Inc 514 13
2025-07-08 13F Nbc Securities, Inc. 1.574 0,00 0
2025-08-06 13F Prospera Financial Services Inc 16.141 -1,93 419 -1,42
2025-08-05 13F Bank of New York Mellon Corp 8.243 214
2025-08-15 13F Morgan Stanley 4.345.569 72,41 112.702 73,24
2025-08-14 13F Mml Investors Services, Llc 408.059 3,86 11 0,00
2025-07-17 13F Janney Montgomery Scott LLC 22.826 14,45 1
2025-08-06 13F Commonwealth Equity Services, Llc 2.099.696 15,11 54 14,89
2025-08-14 13F Sei Investments Co 40.945 1.062
2025-07-10 13F Sovran Advisors, LLC 117.239 122,87 3.034 123,42
2025-07-30 13F Smith Thornton Advisors LLC 51.540 0,00 1.337 0,45
2025-07-31 13F Richards, Merrill & Peterson, Inc. 84.763 12,59 2.198 13,12
2025-07-21 13F Ameritas Advisory Services, LLC 14.253 -32,22 370 -31,92
2025-08-05 13F Aurdan Capital Management, LLC 18.370 2,35 476 2,81
2025-07-14 13F Sowell Financial Services LLC 33.217 112,44 861 113,65
2025-08-13 13F BlackDiamond Wealth Management Inc. 114.890 -1,38 2.977 -0,97
2025-07-18 13F Truist Financial Corp 35.558 -6,50 922 -6,01
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 241.240 21,20 6 20,00
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0 -100,00
2025-08-13 13F Capital Group Private Client Services, Inc. 2.244.927 3,38 58.222 3,88
2025-08-14 13F Ausdal Financial Partners, Inc. 16.719 8,37 434 8,79
2025-07-22 13F Confluence Wealth Services, Inc. 38.086 0,62 988 1,23
2025-08-13 13F Capital Analysts, Inc. 8.256 7,58 0
2025-08-13 13F Jones Financial Companies Lllp 738.301 76,98 19.129 77,60
2025-08-14 13F Wells Fargo & Company/mn 800.831 62,85 20.770 63,64
2025-08-12 13F Entruity Wealth, LLC 228.480 0,13 5.926 0,61
2025-07-16 13F St Germain D J Co Inc 2.900 0,00 75 1,35
2025-08-14 13F Stifel Financial Corp 230.493 14,07 5.978 14,61
2025-08-04 13F Creekmur Asset Management LLC 209.717 5.439
2025-07-29 13F Stratos Wealth Partners, LTD. 23.223 602
2025-07-09 13F Pines Wealth Management, LLC 29.761 15,87 770 16,34
2025-07-28 13F Mutual Advisors, LLC 30.733 -4,61 798 -4,32
2025-07-29 13F Private Trust Co Na 2.738 173,80 71 184,00
2025-07-21 13F Ameriflex Group, Inc. 0 -100,00 0
2025-08-12 13F LPL Financial LLC 3.955.676 40,10 102.590 40,78
2025-08-08 13F New England Capital Financial Advisors LLC 259.718 6,89 6.736 7,40
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 48.050 7,56 1.246 8,16
2025-08-14 13F Integrated Wealth Concepts LLC 8.310 3,51 216 3,86
2025-07-30 13F Brookstone Capital Management 25.366 36,03 658 36,59
2025-07-28 13F Eq Wealth Advisors, Llc 159.264 24,85 4.131 25,46
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 10.970 0,00 285 0,35
2025-08-11 13F Rothschild Investment Llc 162.502 1,62 4.214 2,11
2025-08-15 13F Equitable Holdings, Inc. 14.539 21,27 377 22,01
2025-08-14 13F Mariner, LLC 87.476 55,67 2.269 56,41
2025-07-22 13F SOL Capital Management CO 137.435 -4,46 4 0,00
2025-08-04 13F Spire Wealth Management 4.958 1,12 129 1,59
2025-07-10 13F Global Financial Private Client, LLC 8.215 0,00 213 0,47
2025-08-14 13F CoreCap Advisors, LLC 193 0,00 5 25,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F McIlrath & Eck, LLC 1.168.716 -2,97 30.311 -2,50
2025-08-13 13F Northwestern Mutual Wealth Management Co 251.030 4,15 6.510 4,65
2025-08-08 13F Capital Investment Advisory Services, LLC 190 0,00 5 0,00
2025-08-01 13F Envestnet Asset Management Inc 1.035.466 21,35 26.855 21,94
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista