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Capital Group US Multi-Sector Income ETF

329 hedge funds and large institutions have $3.37B invested in Capital Group US Multi-Sector Income ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 207 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 62

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.92B → $3.37B (+$441M)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

5% more funds holding

Funds holding: 314329 (+15)

0.31% less ownership

Funds ownership: 75.04%74.72% (-0.31%)

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.34%
New
37
Increased
207
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$21.5M +$3.96M +143,585 +22%
WAS
27
Winch Advisory Services
Wisconsin
$21.2M +$217K +7,872 +1%
PAG
28
Private Advisor Group
New Jersey
$21M +$2.04M +73,866 +11%
BEI
29
Benjamin Edwards Inc
Missouri
$19.7M +$3.73M +135,224 +23%
RWA
30
Redhawk Wealth Advisors
Minnesota
$19.3M +$2.76M +100,071 +16%
JDLA
31
J. Derek Lewis & Associates
California
$19.2M +$2.4M +87,030 +14%
SI
32
Stephens Inc
Arkansas
$19.1M +$568K +20,574 +3%
BWP
33
BlueStem Wealth Partners
Minnesota
$18.9M +$657K +23,805 +4%
EWA
34
EQ Wealth Advisors
Texas
$17.4M +$1.21M +43,972 +7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$16.9M +$8.67M +314,205 +102%
PFS
36
Prospera Financial Services
Texas
$16.6M +$2.14M +77,450 +15%
P
37
&Partners
Tennessee
$15.4M +$2.38M +86,221 +18%
NA
38
NewEdge Advisors
Louisiana
$14.6M +$2.64M +95,822 +22%
SS
39
Sunbelt Securities
Texas
$14.1M +$2.35M +85,162 +20%
PSCM
40
Per Stirling Capital Management
Texas
$13.9M +$13.8M +498,949 +4,234%
VC
41
Vicus Capital
Pennsylvania
$13.5M +$4.08M +148,007 +42%
CWA
42
Centennial Wealth Advisory
Michigan
$12.4M +$6.25M +226,312 +100%
SAM
43
Smartleaf Asset Management
Massachusetts
$12.3M +$661K +23,955 +6%
RG
44
RHL Group
Michigan
$12.3M +$7.77M +281,398 +165%
OBWG
45
Onyx Bridge Wealth Group
New York
$11.7M +$630K +22,839 +6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$11.4M -$269K -9,741 -2%
CGPCS
47
Capital Group Private Client Services
California
$11.3M +$3.97K +144 +0%
SFA
48
Souders Financial Advisors
Ohio
$11.3M +$907K +32,881 +9%
KWM
49
Kingsview Wealth Management
Oregon
$11M +$1.82M +65,898 +19%
KFP
50
KMG Fiduciary Partners
Ohio
$10.8M +$523K +18,958 +5%