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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
74
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
3
Wells Fargo
Wells Fargo
California
+$17.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
5
LPL Financial
LPL Financial
California
+$15.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$4.57M
3
SPC
Sigma Planning Corp
Michigan
-$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
5
LNWWM
Laird Norton Wetherby Wealth Management
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
26
Bouvel Investment Partners
Pennsylvania
$5.81M +$66.7K +2,478 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.25M +$1.07M +39,607 +25%
RFG
28
RFP Financial Group
Georgia
$5.15M +$5.15M +191,358 New
HI
29
Harbour Investments
Wisconsin
$5M +$228K +8,458 +5%
IWC
30
Integrated Wealth Concepts
Massachusetts
$4.63M +$2.32M +86,376 +101%
CIA
31
Concurrent Investment Advisors
Florida
$4.54M +$4.54M +168,735 New
PFS
32
Prospera Financial Services
Texas
$4.19M +$229K +8,527 +6%
SOS
33
Silver Oak Securities
Tennessee
$4.1M +$2.75M +102,273 +205%
AWE
34
Avidian Wealth Enterprises
Texas
$3.98M +$118K +4,372 +3%
SFC
35
Swisher Financial Concepts
Ohio
$3.75M +$203K +7,536 +6%
TCWM
36
Total Clarity Wealth Management
Illinois
$3.55M +$1.14M +42,287 +47%
WF
37
Wayfinding Financial
Washington
$3.29M +$861 +32 +0%
CA
38
Crumly & Associates
Illinois
$2.9M +$108K +4,028 +4%
DAS
39
Dynamic Advisor Solutions
Arizona
$2.75M +$2.75M +102,040 New
FW
40
FullCircle Wealth
Texas
$2.72M +$2.69M +99,822 New
KAS
41
Kestra Advisory Services
Texas
$2.55M +$1.24M +45,998 +94%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.48M +$97.8K +3,634 +4%
Capital International Investors
43
Capital International Investors
California
$2.48M +$863K +32,080 +53%
CWS
44
Confluence Wealth Services
Pennsylvania
$2.47M +$236K +8,761 +11%
Stifel Financial
45
Stifel Financial
Missouri
$2.42M +$344K +12,800 +17%
Lido Advisors
46
Lido Advisors
California
$2.33M +$2.33M +86,515 New
TC
47
Trilogy Capital
California
$2.31M +$267K +9,930 +13%
PAG
48
Private Advisor Group
New Jersey
$2.3M +$1.09M +40,427 +90%
OMC
49
Old Mission Capital
Illinois
$2.27M -$67.1K -2,492 -3%
DC
50
Davenport & Co
Virginia
$2.19M +$134K +4,997 +7%
1
2
3 4 5

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.