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Capital Group US Multi-Sector Income ETF

268 hedge funds and large institutions have $2.44B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 44

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $2.07B → $2.44B (+$366M)

4% more funds holding

Funds holding: 257268 (+11)

0.3% more ownership

Funds ownership: 73.44%73.74% (+0.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
31
Increased
180
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Western Wealth Management
Colorado
$310K +$98K +3,538 +46%
OP
227
ORG Partners
Indiana
$310K +$62K +2,236 +29%
MSAM
228
Moloney Securities Asset Management
Missouri
$306K +$1.94K +70 +0.6%
IAS
229
Insigneo Advisory Services
Florida
$298K
GWA
230
Gutierrez Wealth Advisory
Arkansas
$289K +$289K +10,428 New
BFG
231
Bleakley Financial Group
New Jersey
$287K
AFA
232
AA Financial Advisors
Ohio
$278K +$2.63K +95 +1%
RIS
233
Richmond Investment Services
Wisconsin
$276K +$275K +9,939 New
CA
234
CoreCap Advisors
Michigan
$265K +$76.8K +2,772 +41%
LFG
235
Larson Financial Group
Missouri
$264K +$105K +3,794 +66%
SGI
236
Summit Global Investments
Utah
$264K +$263K +9,503 New
TFM
237
Trademark Financial Management
Minnesota
$240K +$6.57K +237 +3%
FFA
238
Farther Finance Advisors
California
$237K +$8.31K +300 +4%
IWM
239
IHT Wealth Management
Illinois
$235K +$3.8K +137 +2%
GWM
240
Geneos Wealth Management
Colorado
$225K -$387K -13,965 -63%
CIAS
241
Capital Investment Advisory Services
North Carolina
$220K +$23.8K +860 +12%
CPRC
242
Consolidated Portfolio Review Corp
New York
$211K +$204K +7,353 New
RFG
243
RFP Financial Group
Georgia
$210K +$214K +7,711 New
GKWIM
244
Gerber Kawasaki Wealth & Investment Management
California
$210K -$81K -2,924 -28%
NP
245
NorthRock Partners
Minnesota
$208K +$208K +7,501 New
SMC
246
Smith, Moore & Co
Missouri
$207K +$206K +7,443 New
OWA
247
Opal Wealth Advisors
New York
$206K +$1.97K +71 +1%
OC
248
Oppenheimer & Co
New York
$205K +$205K +7,380 New
AF
249
Advisornet Financial
Minnesota
$126K
FP
250
Financial Perspectives
Minnesota
$125K +$73.3K +2,645 +143%