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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

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.

Holders
57
Holders Change
+13
Holders Change %
+29.55%
% of All Funds
0.91%
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

1
TA
1
TrueWealth Advisors
Alabama
$10.1M
2
LPL Financial
2
LPL Financial
California
$12.1M
3
BIP
3
Bouvel Investment Partners
Pennsylvania
$5.7M
4
LNC
4
Lincoln National Corp
Pennsylvania
$8.47M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.7M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$7.73M
2
Jane Street
2
Jane Street
New York
$9.97M
3
DJSG
3
D.J. St. Germain
Massachusetts
$7.16M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$416K
5
AI
5
Atria Investments
North Carolina
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$939K 36,775 +36,775 New
VC
27
Vicus Capital
Pennsylvania
$877K 34,351 +148 +0.4%
IA
28
Inspire Advisors
Idaho
$866K 33,945 +4,748 +16%
CAN
29
Cetera Advisor Networks
California
$859K 33,663 +9,301 +38%
TCWM
30
Total Clarity Wealth Management
Illinois
$635K 24,861 +24,861 New
BBHC
31
Brown Brothers Harriman & Co
New York
$604K 23,667 +23,667 New
CP
32
Capital Planning
Washington
$575K 22,508 -830 -4%
Mariner
33
Mariner
Kansas
$528K 20,681 +20,681 New
CA
34
Cetera Advisors
Colorado
$515K 20,176 +5,780 +40%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$506K 19,806 +11,731 +145%
TC
36
Trilogy Capital
California
$481K 18,847 +4,698 +33%
SAG
37
SageView Advisory Group
California
$447K 17,511 +3,037 +21%
AFP
38
Ausdal Financial Partners
Iowa
$441K 17,260 +17,260 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$416K 16,290 -18,516 -53%
TWM
40
Tradition Wealth Management
Minnesota
$332K 13,000 – –
CFGS
41
Concourse Financial Group Securities
Alabama
$331K 12,930 +960 +8%
SOS
42
Silver Oak Securities
Tennessee
$325K 12,744 +12,744 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$312K 12,236 +2,596 +27%
HighTower Advisors
44
HighTower Advisors
Illinois
$268K 10,491 +157 +2%
LWM
45
Lodestone Wealth Management
Washington
$268K 10,497 +219 +2%
PAG
46
Private Advisor Group
New Jersey
$248K 9,701 +2,017 +26%
NFG
47
Nations Financial Group
Iowa
$227K 8,890 +8,890 New
KAS
48
Kestra Advisory Services
Texas
$221K 8,653 +8,653 New
AWS
49
Atria Wealth Solutions
New York
$212K 8,309 +8,309 New
KWM
50
Kingsview Wealth Management
Oregon
$210K 8,213 +14 +0.2%
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