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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

251 hedge funds and large institutions have $2.03B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
29
Increased
147
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Capital Advantage
California
$58.2M
2
LPL Financial
2
LPL Financial
California
$275M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$25.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$117M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$74.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.26M
2
DC
2
DeDora Capital
California
$1.19M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$155M
5
AWS
5
Atria Wealth Solutions
New York
$9.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$17.8M 643,841 +51,330 +9%
RWA
27
Redhawk Wealth Advisors
Minnesota
$15.9M 576,569 -5,180 -0.9%
PFS
28
Prospera Financial Services
Texas
$14.5M 525,656 -3,532 -0.7%
VA
29
Valmark Advisers
Ohio
$14.2M 514,219 +62,572 +14%
PAG
30
Private Advisor Group
New Jersey
$13.4M 486,797 -32,405 -6%
EWA
31
EQ Wealth Advisors
Texas
$13.4M 483,678 +58,882 +14%
SA
32
Skyline Advisors
Washington
$13.3M 481,421 +8,381 +2%
BPA
33
Beacon Pointe Advisors
California
$11.8M 428,134 +428,134 New
SAM
34
Smartleaf Asset Management
Massachusetts
$11.7M 424,123 +30,962 +8%
AI
35
Atria Investments
North Carolina
$11.5M 418,117 -48,524 -10%
CGPCS
36
Capital Group Private Client Services
California
$11.3M 407,629 +324,680 +391%
BEI
37
Benjamin Edwards Inc
Missouri
$11M 398,486 +17,345 +5%
OBWG
38
Onyx Bridge Wealth Group
New York
$10.8M 389,717 +181,656 +87%
KAS
39
Kestra Advisory Services
Texas
$9.96M 360,665 +60,243 +20%
KFP
40
KMG Fiduciary Partners
Ohio
$9.82M 355,666 +37,416 +12%
AWS
41
Atria Wealth Solutions
New York
$9.81M 354,998 -179,956 -34%
DJSG
42
D.J. St. Germain
Massachusetts
$9.58M 347,002 +2,637 +0.8%
SFA
43
Souders Financial Advisors
Ohio
$9.19M 332,556 +21,157 +7%
Goldman Sachs
44
Goldman Sachs
New York
$9.16M 331,757 +331,757 New
Betterment LLC
45
Betterment LLC
New York
$8.85M 320,413 +3,353 +1%
MLRA
46
Main Line Retirement Advisors
Montana
$8.63M 312,403 +13,507 +5%
VA
47
VestGen Advisors
Illinois
$8.34M 302,078 -587 -0.2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$7.97M 288,712 +288,712 New
HI
49
Harbour Investments
Wisconsin
$7.51M 271,768 +11,472 +4%
CAM
50
Creekmur Asset Management
Illinois
$7.37M 266,691 +266,691 New
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