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Capital Group US Multi-Sector Income ETF
CGMS

44 hedge funds and large institutions have $110M invested in Capital Group US Multi-Sector Income ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

63% more funds holding

Funds holding: 27 → 44 (+17)

61% more capital invested

Capital invested by funds: $68M → $110M (+$41.6M)

2.98% more ownership

Funds ownership: 74.11% → 77.09% (+3%)

Holders
44
Holders Change
+17
Holders Change %
+62.96%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$11.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.14M
3
SFA
Souders Financial Advisors
Ohio
+$3.9M
4
LPL Financial
LPL Financial
California
+$3.68M
5
LNC
Lincoln National Corp
Pennsylvania
+$3.03M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$11M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$1.65M
3
CP
Capital Planning
Washington
-$53K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$26.2K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$429K +$431K +16,479 New
SAG
27
SageView Advisory Group
California
$377K +$379K +14,474 New
Stifel Financial
28
Stifel Financial
Missouri
$377K +$378K +14,462 New
CA
29
Cetera Advisors
Colorado
$375K +$377K +14,396 New
TC
30
Trilogy Capital
California
$372K +$370K +14,149 New
TWM
31
Tradition Wealth Management
Minnesota
$339K +$334K +12,750 +5,100%
CFGS
32
Concourse Financial Group Securities
Alabama
$313K +$33.2K +1,270 +12%
HighTower Advisors
33
HighTower Advisors
Illinois
$269K +$4.32K +165 +2%
LWM
34
Lodestone Wealth Management
Washington
$268K +$32K +1,224 +14%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$251K +$252K +9,640 New
KWM
36
Kingsview Wealth Management
Oregon
$214K +$215K +8,199 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$210K -$26.2K -1,000 -11%
MSWM
38
McGlone Suttner Wealth Management
Wisconsin
$207K +$208K +7,935 New
PAG
39
Private Advisor Group
New Jersey
$200K +$201K +7,684 New
CFD
40
Creative Financial Designs
Indiana
$138K +$138K +5,282 New
WWP
41
WR Wealth Planners
Missouri
$73.8K +$14.7K +560 +25%
LFG
42
Larson Financial Group
Missouri
$53.9K +$24.9K +950 +85%
NA
43
NewEdge Advisors
Louisiana
$13.8K +$13.9K +530 New
IGWM
44
ICA Group Wealth Management
Colorado
$3.54K +$3.56K +136 New
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
– -$1.65M -62,602 Closed
1
2

CGMS Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2023, worth a combined $110M — up 61% from $68M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CGMS positions and 1 closed out — a net gain of 17 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $11.5M. The largest seller was Capital International Investors, cutting an estimated $11M.

  • 44 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2023, up from 27 in Q1 2023.
  • Funds reported $110M of Capital Group US Multi-Sector Income ETF stock for Q2 2023, up 61% quarter-over-quarter.
  • 18 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2023 and 1 closed out, a net change of +17 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2023 was Jane Street, an estimated $11.5M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2023 was Capital International Investors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2023.