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Capital Group US Multi-Sector Income ETF
CGMS

57 hedge funds and large institutions have $133M invested in Capital Group US Multi-Sector Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

30% more funds holding

Funds holding: 44 → 57 (+13)

21% more capital invested

Capital invested by funds: $110M → $133M (+$23.3M)

13.75% less ownership

Funds ownership: 77.09% → 63.34% (-14%)

Holders
57
Holders Change
+13
Holders Change %
+29.55%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
TrueWealth Advisors
Alabama
+$10.3M
2
LPL Financial
LPL Financial
California
+$8.68M
3
BIP
Bouvel Investment Partners
Pennsylvania
+$5.81M
4
LNC
Lincoln National Corp
Pennsylvania
+$4.51M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.46M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$23.5M
2
Jane Street
Jane Street
New York
-$2.39M
3
DJSG
D.J. St. Germain
Massachusetts
-$734K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$482K
5
AI
Atria Investments
North Carolina
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$939K +$956K +36,775 New
VC
27
Vicus Capital
Pennsylvania
$877K +$3.85K +148 +0.4%
IA
28
Inspire Advisors
Idaho
$866K +$123K +4,748 +16%
CAN
29
Cetera Advisor Networks
California
$859K +$242K +9,301 +38%
TCWM
30
Total Clarity Wealth Management
Illinois
$635K +$647K +24,861 New
BBHC
31
Brown Brothers Harriman & Co
New York
$604K +$615K +23,667 New
CP
32
Capital Planning
Washington
$575K -$21.6K -830 -4%
Mariner
33
Mariner
Kansas
$528K +$538K +20,681 New
CA
34
Cetera Advisors
Colorado
$515K +$150K +5,780 +40%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$506K +$305K +11,731 +145%
TC
36
Trilogy Capital
California
$481K +$122K +4,698 +33%
SAG
37
SageView Advisory Group
California
$447K +$79K +3,037 +21%
AFP
38
Ausdal Financial Partners
Iowa
$441K +$449K +17,260 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$416K -$482K -18,516 -53%
TWM
40
Tradition Wealth Management
Minnesota
$332K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$331K +$25K +960 +8%
SOS
42
Silver Oak Securities
Tennessee
$325K +$331K +12,744 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$312K +$67.5K +2,596 +27%
HighTower Advisors
44
HighTower Advisors
Illinois
$268K +$4.08K +157 +2%
LWM
45
Lodestone Wealth Management
Washington
$268K +$5.7K +219 +2%
PAG
46
Private Advisor Group
New Jersey
$248K +$52.5K +2,017 +26%
NFG
47
Nations Financial Group
Iowa
$227K +$231K +8,890 New
KAS
48
Kestra Advisory Services
Texas
$221K +$225K +8,653 New
AWS
49
Atria Wealth Solutions
New York
$212K +$216K +8,309 New
KWM
50
Kingsview Wealth Management
Oregon
$210K +$364 +14 +0.2%
1
2
3

CGMS Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2023, worth a combined $133M — up 21% from $110M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CGMS positions and 1 closed out — a net gain of 13 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was TrueWealth Advisors, opening a new position worth an estimated $10.3M. The largest seller was Capital International Investors, cutting an estimated $23.5M.

  • 57 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2023, up from 44 in Q2 2023.
  • Funds reported $133M of Capital Group US Multi-Sector Income ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 14 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2023 and 1 closed out, a net change of +13 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2023 was TrueWealth Advisors, an estimated $10.3M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2023 was Capital International Investors, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2023.