Cap Group Ultra Short IncomeCGUIETF
13F holders, Q4 2024 (December 31)13holders +7
7new positions
1sold out
1famous investor
$25.13avg. 13F price*
At the end of Q4 2024, 13 institutions reported holding Cap Group Ultra Short Income (CGUI) in their 13F filings, up 7 from Q3 2024. 7 opened new positions and 1 sold out. The largest holders were Capital International Investors ($17.5M), RFP Financial Group LLC ($3.1M) and Osaic Holdings, Inc. ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Ultra Short Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2024)
- CUSIP
- 14020Y888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.9M |
| Exits | 1 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 250,383 shares bought and 384,187 shares sold, net −133,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Capital International Investors | 0.00% | Reduce -29.7% | 697,000 | $17.5M |
| RFP Financial Group LLC | 1.21% | New | 123,382 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +16.0% | 88,109 | $2.2M |
| Captrust Financial Advisors | 0.00% | New | 56,908 | $1.4M |
| Entruity Wealth, LLC | 0.83% | — | 33,150 | $833K |
| TCFG Wealth Management, LLC | 0.29% | No change | 23,158 | $582K |
| Brookstone Capital Management | 0.01% | New | 21,004 | $528K |
| Citadel Advisors | 0.00% | New | 15,500 | $390K |
| Jane Street Group, LLC | 0.00% | New | 15,422 | $388K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -74.2% | 10,412 | $262K |
| Royal Bank of Canada | 0.00% | Add +93.0% | 5,650 | $142K |
| St Germain D J Co. Inc. | 0.00% | New | 3,000 | $75K |
| UBS Group AG | 0.00% | New | 305 | $8K |
"% of holder's portfolio" is CGUI's weight in each manager's 13F, not the share of Cap Group Ultra Short Income the manager owns.