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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
251
Clear Creek Financial Management
Washington
$320K -$20.7K -745 -6%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$312K
TWM
253
Tradition Wealth Management
Minnesota
$310K -$18.8K -678 -6%
SFGM
254
Stonebridge Financial Group (Missouri)
Missouri
$310K +$311K +11,218 New
HighTower Advisors
255
HighTower Advisors
Illinois
$310K -$35.8K -1,292 -10%
IWM
256
IHT Wealth Management
Illinois
$305K +$71.2K +2,569 +30%
IAS
257
Insigneo Advisory Services
Florida
$296K
TFM
258
Trademark Financial Management
Minnesota
$296K +$56.8K +2,049 +24%
GWM
259
Geneos Wealth Management
Colorado
$289K +$65.4K +2,358 +29%
SGI
260
Summit Global Investments
Utah
$286K +$23.6K +853 +9%
Renaissance Technologies
261
Renaissance Technologies
New York
$282K -$4.95M -178,449 -95%
FDW
262
Fourth Dimension Wealth
Ohio
$281K +$282K +10,171 New
OWA
263
Opal Wealth Advisors
New York
$278K +$73.2K +2,642 +36%
AIM
264
Advyzon Investment Management
Illinois
$267K +$268K +9,683 New
VW
265
Vantus Wealth
Pennsylvania
$267K +$268K +9,683 New
CP
266
Capital Planning
Washington
$267K +$268K +9,674 New
CA
267
CoreCap Advisors
Michigan
$266K +$2.44K +88 +0.9%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$258K +$259K +9,350 New
MBC
269
Michael Brady & Co
Ohio
$257K +$258K +9,309 New
CA
270
Carson Advisory
Georgia
$256K +$257K +9,257 New
CAL
271
Capital Analysts LLC
Pennsylvania
$248K +$128K +4,618 +105%
STA
272
Smith Thornton Advisors
Alabama
$248K +$249K +8,975 New
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$245K +$246K +8,859 New
WMA
274
Wealth Management Associates
New Jersey
$242K +$243K +8,765 New
LFG
275
Larson Financial Group
Missouri
$240K -$22.6K -814 -9%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.