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Capital Group US Multi-Sector Income ETF
CGMS

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

6% more funds holding

Funds holding: 243 → 257 (+14)

3.13% more ownership

Funds ownership: 70.32% → 73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Capital Advantage
California
+$57.1M
2
LPL Financial
LPL Financial
California
+$47.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.9M
2
DC
DeDora Capital
California
-$11.2M
3
Morgan Stanley
Morgan Stanley
New York
-$9.44M
4
AWS
Atria Wealth Solutions
New York
-$4.88M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
251
Matthew Hamilton Rosenberg
$22.8K +$20.4K +754 +1,062%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K -$48.8K -1,800 -72%
MSWA
253
Marshall & Sterling Wealth Advisors
New York
$16.1K +$1.71K +63 +12%
CIA
254
Cape Investment Advisory
Georgia
$13.9K +$13.6K +503 New
RF
255
Rossby Financial
Florida
$13.2K +$13K +478 New
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6K +$27 +1 +1%
DFA
257
DHJJ Financial Advisors
Illinois
$1.93K – – –
BIP
258
Blue Investment Partners
California
– -$4.01M -147,009 Closed
CP
259
Capital Planning
Washington
– -$3.29M -120,527 Closed
SIM
260
Synergy Investment Management
Florida
– -$2.62M -95,874 Closed
ARC
261
Advisor Resource Council
Texas
– -$2.56M -95,720 Closed
IA
262
Integrity Alliance
Iowa
– -$2.29M -83,961 Closed
FTUS
263
Flow Traders U.S.
New York
– -$985K -36,073 Closed
FIM
264
Freedom Investment Management
Connecticut
– -$466K -17,070 Closed
FEM
265
Fulcrum Equity Management
Texas
– -$324K -11,877 Closed
OLA
266
Oliver Luxxe Assets
New Jersey
– -$218K -8,000 Closed
JBA
267
Johnson Bixby & Associates
Washington
– -$215K -7,892 Closed
HCP
268
Hexagon Capital Partners
Arkansas
– -$195K -7,138 Closed
Bank of America
269
Bank of America
North Carolina
– -$84.9K -3,111 Closed
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
– -$26.6K -976 Closed
CAWM
271
Capital A Wealth Management
Pennsylvania
– -$22.8K -834 Closed
AAG
272
Armstrong Advisory Group
Massachusetts
– -$3.19K -117 Closed
7 8 9 10
11

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.