Capital Group US Multi-Sector Income ETF
CGMS
137 hedge funds and large institutions have $568M invested in Capital Group US Multi-Sector Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 5 closing their positions.
680% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 5
311% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 18
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
54% more capital invested
Capital invested by funds: $368M → $568M (+$200M)
30% more funds holding
Funds holding: 105 → 137 (+32)
2.58% more ownership
Funds ownership: 63.78% → 66.36% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$14.7M |
| 2 |
Jane Street
New York
|
-$4.57M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.07M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$803K |
| 5 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$421K |
CGMS Hedge Fund Activity: Q2 2024 in Review
137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2024, worth a combined $568M — up 54% from $368M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new CGMS positions and 5 closed out — a net gain of 34 holders — while 74 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $14.7M sold.
- 137 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2024, up from 105 in Q1 2024.
- Funds reported $568M of Capital Group US Multi-Sector Income ETF stock for Q2 2024, up 54% quarter-over-quarter.
- 39 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2024 and 5 closed out, a net change of +34 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $31.1M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2024.