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Capital Group US Multi-Sector Income ETF
CGMS

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: 14 → 25 (+11)

20% more capital invested

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

17% more funds holding

Funds holding: 268 → 314 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$100M
2
Wells Fargo
Wells Fargo
California
+$46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.8M
4
UBS Group
UBS Group
Switzerland
+$24.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$23.9M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.91M
3
VA
VestGen Advisors
Illinois
-$5.76M
4
AssetMark Inc
AssetMark Inc
California
-$5.39M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
276
Tribridge Partners Financial
Maryland
$235K +$236K +8,517 New
NF
277
Nikulski Financial
Iowa
$234K +$235K +8,482 New
KWA
278
Kingswood Wealth Advisors
California
$228K +$229K +8,255 New
LOIP
279
Live Oak Investment Partners
Texas
$222K +$222K +8,020 New
CL
280
CVFG LLC
Indiana
$217K +$217K +7,841 New
SMC
281
Smith, Moore & Co
Missouri
$208K +$2.74K +99 +1%
CL
282
Choreo LLC
Illinois
$205K +$206K +7,414 New
HAG
283
HighPoint Advisor Group
Illinois
$204K +$205K +7,380 New
GFA
284
Godfrey Financial Associates
New York
$186K +$186K +6,718 New
FP
285
Financial Perspectives
Minnesota
$178K +$54.4K +1,964 +44%
AF
286
Advisornet Financial
Minnesota
$156K +$30.5K +1,099 +24%
FFA
287
Farther Finance Advisors
California
$149K -$87.3K -3,151 -37%
Citigroup
288
Citigroup
New York
$124K +$124K +4,486 New
IA
289
IFP Advisors
Florida
$119K +$15.4K +555 +15%
CIA
290
Cape Investment Advisory
Georgia
$111K +$38.3K +1,380 +52%
ACA
291
Aptus Capital Advisors
Alabama
$99.5K +$9.01K +325 +10%
VWWMG
292
Vermillion & White Wealth Management Group
Pennsylvania
$92.7K +$776 +28 +0.8%
PAI
293
Pittenger & Anderson Inc
Nebraska
$76K +$76.2K +2,750 New
CIAS
294
Capital Investment Advisory Services
North Carolina
$74K -$146K -5,260 -66%
HWA
295
HHM Wealth Advisors
Tennessee
$58.7K – – –
OW
296
Olistico Wealth
Oklahoma
$54.1K +$54.3K +1,960 New
GCM
297
Gunpowder Capital Management
Maryland
$53.1K +$53.3K +1,921 New
ATS
298
Ashton Thomas Securities
New York
$52.5K – – –
KFAS
299
Keating Financial Advisory Services
Kansas
$34.2K +$34.3K +1,239 New
NS
300
NBC Securities
Alabama
$34K – – –
10 11
12
13 14

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.