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Capital Group US Multi-Sector Income ETF

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$8.96M +$8.64M +310,200 +2,658%
Mariner
27
Mariner
Kansas
$8.3M +$7.62M +273,602 +1,115%
DJSG
28
D.J. St. Germain
Massachusetts
$8.05M +$340K +12,218 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.7M +$2.27M +81,442 +42%
BEI
30
Benjamin Edwards Inc
Missouri
$7.64M +$7.64M +274,347 New
VC
31
Vicus Capital
Pennsylvania
$7.63M +$377K +13,527 +5%
RFG
32
RFP Financial Group
Georgia
$7.35M +$2.03M +72,815 +38%
SFA
33
Souders Financial Advisors
Ohio
$6.85M +$822K +29,534 +14%
Jane Street
34
Jane Street
New York
$6.51M -$2.88M -103,432 -31%
KFP
35
KMG Fiduciary Partners
Ohio
$6.33M +$5.36M +192,702 +554%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$6.18M +$4.29M +154,080 +226%
BIP
37
Bouvel Investment Partners
Pennsylvania
$6.02M +$12.1K +435 +0.2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$5.88M +$5.56M +199,623 +1,720%
SOS
39
Silver Oak Securities
Tennessee
$5.81M +$1.6M +57,980 +38%
HI
40
Harbour Investments
Wisconsin
$5.44M +$274K +9,829 +5%
IWC
41
Integrated Wealth Concepts
Massachusetts
$5.2M +$414K +14,867 +9%
CA
42
Crumly & Associates
Illinois
$5.06M +$2.06M +74,061 +69%
CIA
43
Concurrent Investment Advisors
Florida
$4.67M -$31.7K -1,139 -0.7%
TCWM
44
Total Clarity Wealth Management
Illinois
$4.43M +$753K +27,058 +20%
SFC
45
Swisher Financial Concepts
Ohio
$4.36M +$498K +17,920 +13%
Citadel Advisors
46
Citadel Advisors
Florida
$4.25M +$4.25M +152,480 New
SAM
47
Smartleaf Asset Management
Massachusetts
$4.23M +$4.23M +151,850 New
AWE
48
Avidian Wealth Enterprises
Texas
$3.95M -$167K -5,985 -4%
KWM
49
Kingsview Wealth Management
Oregon
$3.81M +$2.63M +94,550 +223%
KAS
50
Kestra Advisory Services
Texas
$3.57M +$930K +33,399 +35%