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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

105 hedge funds and large institutions have $368M invested in Capital Group US Multi-Sector Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Stephens Inc
Arkansas
$14M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$16.1M
3
LPL Financial
LPL Financial
California
$35.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$9.83M
5
UBS Group
UBS Group
Switzerland
$12.2M

Top Sellers

1
Jane Street
Jane Street
New York
$13.7M
2
Capital International Investors
Capital International Investors
California
$1.62M
3
Osaic Holdings
Osaic Holdings
Arizona
$19.6M
4
AI
Atria Investments
North Carolina
$1.16M
5
TA
TrueWealth Advisors
Alabama
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$3.98M +$54.3K +2,008 +1%
AWE
27
Avidian Wealth Enterprises
Texas
$3.88M +$3.88M +143,457 New
SFC
28
Swisher Financial Concepts
Ohio
$3.52M +$1.12M +41,987 +47%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.48M +$479K +17,719 +16%
WF
30
Wayfinding Financial
Washington
$3.29M +$3.29M +122,146 New
Morgan Stanley
31
Morgan Stanley
New York
$2.98M +$2.98M +110,173 New
CA
32
Crumly & Associates
Illinois
$2.8M -$151K -5,600 -5%
TCWM
33
Total Clarity Wealth Management
Illinois
$2.43M +$1.05M +38,903 +77%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.4M +$2.28M +84,388 +1,977%
OMC
35
Old Mission Capital
Illinois
$2.35M +$2.35M +86,993 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$2.32M +$387K +14,314 +20%
CWS
37
Confluence Wealth Services
Pennsylvania
$2.24M +$36.5K +1,349 +2%
CA
38
Cetera Advisors
Colorado
$2.11M +$1.49M +55,037 +238%
Stifel Financial
39
Stifel Financial
Missouri
$2.09M +$724K +26,761 +53%
SPC
40
Sigma Planning Corp
Michigan
$2.08M +$1.36M +50,346 +189%
DC
41
Davenport & Co
Virginia
$2.06M +$272K +10,062 +15%
TC
42
Trilogy Capital
California
$2.05M +$718K +26,567 +54%
CGPCS
43
Capital Group Private Client Services
California
$1.93M -$114K -4,213 -6%
Capital International Investors
44
Capital International Investors
California
$1.62M -$2.84M -105,000 -64%
Wells Fargo
45
Wells Fargo
California
$1.45M +$1.45M +53,485 +5,348,500%
PWA
46
Pillar Wealth Advisors
Pennsylvania
$1.39M +$17.5K +649 +1%
SOS
47
Silver Oak Securities
Tennessee
$1.35M +$630K +23,284 +88%
KAS
48
Kestra Advisory Services
Texas
$1.32M +$680K +25,158 +107%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +48,287 New
PAG
50
Private Advisor Group
New Jersey
$1.22M +$377K +13,924 +45%
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