CGMS icon

Capital Group US Multi-Sector Income ETF

251 hedge funds and large institutions have $2.03B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
29
Increased
147
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$275M 9,943,155 +1,768,047 +22%
Morgan Stanley
2
Morgan Stanley
New York
$155M 5,604,101 -348,132 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M 4,244,651 +607,801 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$110M 3,978,724 -26,553 -0.7%
Wells Fargo
5
Wells Fargo
California
$76.8M 2,779,290 +322,629 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$74.3M 2,690,563 +429,051 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$66.3M 2,400,798 +280,078 +13%
UBS Group
8
UBS Group
Switzerland
$65.3M 2,362,552 +245,858 +12%
GVAG
9
Great Valley Advisor Group
Delaware
$59.4M 2,150,804 +99,824 +5%
CA
10
Capital Advantage
California
$58.2M 2,108,316 +2,108,316 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$50.4M 1,825,546 +7,301 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36.8M 1,332,030 +169,906 +15%
Stifel Financial
13
Stifel Financial
Missouri
$34.3M 1,240,773 +249,886 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$25.9M 944,540 -413,488 -30%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$25.7M 929,285 +757,795 +442%
MML Investors Services
16
MML Investors Services
Massachusetts
$24.7M 893,794 +140,156 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24.1M 871,108 +106,592 +14%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$23.1M 840,932 +131,975 +19%
TA
19
TrueWealth Advisors
Alabama
$21.5M 779,709 +46,354 +6%
BWP
20
BlueStem Wealth Partners
Minnesota
$20.7M 747,841 +42,691 +6%
Mariner
21
Mariner
Kansas
$20.5M 741,908 +19,181 +3%
WAS
22
Winch Advisory Services
Wisconsin
$20.5M 741,436 +8,542 +1%
TA
23
TruWealth Advisors
Louisiana
$19.3M 697,947 +86,915 +14%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$19M 689,032 +10,157 +1%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$18.1M 654,276 +344,993 +112%