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Capital Group US Multi-Sector Income ETF

82 hedge funds and large institutions have $248M invested in Capital Group US Multi-Sector Income ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+25
Holders Change %
+43.86%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
47
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.55M 94,646 +60,983 +181%
SFC
27
Swisher Financial Concepts
Ohio
$2.41M 89,518 +89,518 New
CWS
28
Confluence Wealth Services
Pennsylvania
$2.2M 81,536 +81,536 New
AI
29
Atria Investments
North Carolina
$2.16M 79,903 -25,244 -24%
CGPCS
30
Capital Group Private Client Services
California
$2.04M 75,494 +13,670 +22%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.93M 71,345 +71,345 New
DC
32
Davenport & Co
Virginia
$1.79M 66,161 +20,087 +44%
H
33
HoyleCohen
California
$1.72M 63,814 +63,814 New
PWA
34
Pillar Wealth Advisors
Pennsylvania
$1.37M 50,894 +609 +1%
TCWM
35
Total Clarity Wealth Management
Illinois
$1.37M 50,842 +25,981 +105%
Stifel Financial
36
Stifel Financial
Missouri
$1.36M 50,393 +8,465 +20%
TC
37
Trilogy Capital
California
$1.33M 49,269 +30,422 +161%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.21M 44,864 +28,574 +175%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.1M 40,783 +40,783 New
IA
40
Inspire Advisors
Idaho
$985K 36,482 +2,537 +7%
RIL
41
Rothschild Investment LLC
Illinois
$936K 34,665 +34,665 New
NA
42
NewEdge Advisors
Louisiana
$917K 33,978 +33,448 +6,311%
PAG
43
Private Advisor Group
New Jersey
$841K 31,163 +21,462 +221%
AFP
44
Ausdal Financial Partners
Iowa
$776K 28,740 +11,480 +67%
VBWMG
45
Von Berge Wealth Management Group
California
$751K 27,703 +27,703 New
SOS
46
Silver Oak Securities
Tennessee
$718K 26,609 +13,865 +109%
SPC
47
Sigma Planning Corp
Michigan
$717K 26,575 -23,098 -47%
CFGS
48
Concourse Financial Group Securities
Alabama
$698K 25,700 +12,770 +99%
Mariner
49
Mariner
Kansas
$689K 25,525 +4,844 +23%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$658K 24,397 +24,397 New