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Capital Group US Multi-Sector Income ETF
CGMS

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.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

683% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 6

87% more capital invested

Capital invested by funds: $133M → $248M (+$115M)

44% more funds holding

Funds holding: 57 → 82 (+25)

4.13% more ownership

Funds ownership: 63.34% → 67.48% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.93M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.86M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.62M
5
Jane Street
Jane Street
New York
+$7.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$3.58M
2
OMC
Old Mission Capital
Illinois
-$1.01M
3
AI
Atria Investments
North Carolina
-$655K
4
SPC
Sigma Planning Corp
Michigan
-$600K
5
DJSG
D.J. St. Germain
Massachusetts
-$599K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$2.55M +$1.58M +60,983 +181%
SFC
27
Swisher Financial Concepts
Ohio
$2.41M +$2.32M +89,518 New
CWS
28
Confluence Wealth Services
Pennsylvania
$2.2M +$2.12M +81,536 New
AI
29
Atria Investments
North Carolina
$2.16M -$655K -25,244 -24%
CGPCS
30
Capital Group Private Client Services
California
$2.04M +$355K +13,670 +22%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.93M +$1.85M +71,345 New
DC
32
Davenport & Co
Virginia
$1.79M +$521K +20,087 +44%
H
33
HoyleCohen
California
$1.72M +$1.66M +63,814 New
PWA
34
Pillar Wealth Advisors
Pennsylvania
$1.37M +$15.8K +609 +1%
TCWM
35
Total Clarity Wealth Management
Illinois
$1.37M +$675K +25,981 +105%
Stifel Financial
36
Stifel Financial
Missouri
$1.36M +$220K +8,465 +20%
TC
37
Trilogy Capital
California
$1.33M +$790K +30,422 +161%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.21M +$742K +28,574 +175%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.1M +$1.06M +40,783 New
IA
40
Inspire Advisors
Idaho
$985K +$65.9K +2,537 +7%
RIL
41
Rothschild Investment LLC
Illinois
$936K +$900K +34,665 New
NA
42
NewEdge Advisors
Louisiana
$917K +$868K +33,448 +6,311%
PAG
43
Private Advisor Group
New Jersey
$841K +$557K +21,462 +221%
AFP
44
Ausdal Financial Partners
Iowa
$776K +$298K +11,480 +67%
VBWMG
45
Von Berge Wealth Management Group
California
$751K +$719K +27,703 New
SOS
46
Silver Oak Securities
Tennessee
$718K +$360K +13,865 +109%
SPC
47
Sigma Planning Corp
Michigan
$717K -$600K -23,098 -47%
CFGS
48
Concourse Financial Group Securities
Alabama
$698K +$332K +12,770 +99%
Mariner
49
Mariner
Kansas
$689K +$126K +4,844 +23%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$658K +$633K +24,397 New
1
2
3 4

CGMS Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2023, worth a combined $248M — up 87% from $133M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CGMS positions and 2 closed out — a net gain of 25 holders — while 47 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.93M. The largest seller was Capital International Investors, cutting an estimated $3.58M.

  • 82 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $248M of Capital Group US Multi-Sector Income ETF stock for Q4 2023, up 87% quarter-over-quarter.
  • 27 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2023 was LPL Financial, an estimated $9.93M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2023 was Capital International Investors, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2023.