Capital Group US Multi-Sector Income ETF
CGMS
27 hedge funds and large institutions have $68M invested in Capital Group US Multi-Sector Income ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
93% more funds holding
Funds holding: 14 → 27 (+13)
7% more capital invested
Capital invested by funds: $63.3M → $68M (+$4.68M)
25.22% less ownership
Funds ownership: 99.32% → 74.11% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.54M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.43M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$2.3M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.87M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$6.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$200K |
| 3 |
Jane Street
New York
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $5.74K | +$3.43M | +130,745 | +150% |
|
27
UBS Group
Zurich,
Switzerland
| $3.11K | +$3.09K | +118 | New |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$200K | -7,789 | Closed |
|
CGMS Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q1 2023, worth a combined $68M — up 7.4% from $63.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CGMS positions and 1 closed out — a net gain of 14 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $5.54M. The largest seller was Capital International Investors, cutting an estimated $6.03M.
- 27 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q1 2023, up from 14 in Q4 2022.
- Funds reported $68M of Capital Group US Multi-Sector Income ETF stock for Q1 2023, up 7.4% quarter-over-quarter.
- 15 funds opened new Capital Group US Multi-Sector Income ETF positions in Q1 2023 and 1 closed out, a net change of +14 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $5.54M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q1 2023 was Capital International Investors, an estimated $6.03M sold.
Based on aggregated 13F filings for Q1 2023.