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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

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
Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.99%
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
1
Morgan Stanley
New York
$34.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.4M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$24.6M
5
LPL Financial
5
LPL Financial
California
$51M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$9.08M
3
SPC
3
Sigma Planning Corp
Michigan
$997K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$2.33M +86,376 +101%
CIA
31
Concurrent Investment Advisors
Florida
$4.54M +$4.54M +168,735 New
PFS
32
Prospera Financial Services
Texas
$4.19M +$230K +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 +$2.72M +99,822 New
KAS
41
Kestra Advisory Services
Texas
$2.55M +$1.24M +45,998 +94%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.48M +$97.8K +3,634 +4%
Capital International Investors
43
Capital International Investors
California
$2.48M +$864K +32,080 +53%
CWS
44
Confluence Wealth Services
Pennsylvania
$2.47M +$236K +8,761 +11%
Stifel Financial
45
Stifel Financial
Missouri
$2.42M +$345K +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 +$135K +4,997 +7%
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