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Capital Group US Multi-Sector Income ETF
CGMS
CGMS
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: 257 → 268 (+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: 15 → 14 (-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
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$50.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$32.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$29.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$26.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
276
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$332K | -12,024 | Closed |
|
|
HA
277
Herold Advisors
New York
| – | -$278K | -10,059 | Closed |
|
278
Bank of New York Mellon
New York
| – | -$222K | -8,032 | Closed |
|
|
TA
279
TFB Advisors
Overland Park,
Kansas
| – | -$207K | -7,502 | Closed |
|
|
TSMHT
280
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$138K | -5,005 | Closed |
|
|
OW
281
Olistico Wealth
Tulsa,
Oklahoma
| – | -$53.8K | -1,947 | Closed |
|
|
AAP
282
Arax Advisory Partners
Denver,
Colorado
| – | -$47.6K | -1,723 | Closed |
|
|
MHR
283
Matthew Hamilton Rosenberg
| – | -$22.8K | -825 | Closed |
|
|
BCMLT
284
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$2.6K | -94 | Closed |
|