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Capital Group US Multi-Sector Income ETF
CGMS

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

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 137 → 170 (+33)

0.66% less ownership

Funds ownership: 66.36% → 65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
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
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$45.9M
2
LPL Financial
LPL Financial
California
+$35.9M
3
Morgan Stanley
Morgan Stanley
New York
+$34.3M
4
Wells Fargo
Wells Fargo
California
+$18.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.85M
2
OMC
Old Mission Capital
Illinois
-$2.27M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$1.13M
4
Capital International Investors
Capital International Investors
California
-$1.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$8.96M +$8.53M +310,200 +2,658%
Mariner
27
Mariner
Kansas
$8.3M +$7.53M +273,602 +1,115%
DJSG
28
D.J. St. Germain
Massachusetts
$8.05M +$336K +12,218 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.7M +$2.24M +81,442 +42%
BEI
30
Benjamin Edwards Inc
Missouri
$7.64M +$7.55M +274,347 New
VC
31
Vicus Capital
Pennsylvania
$7.63M +$372K +13,527 +5%
RFG
32
RFP Financial Group
Georgia
$7.35M +$2M +72,815 +38%
SFA
33
Souders Financial Advisors
Ohio
$6.85M +$813K +29,534 +14%
Jane Street
34
Jane Street
New York
$6.51M -$2.85M -103,432 -31%
KFP
35
KMG Fiduciary Partners
Ohio
$6.33M +$5.3M +192,702 +554%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$6.18M +$4.24M +154,080 +226%
BIP
37
Bouvel Investment Partners
Pennsylvania
$6.02M +$12K +435 +0.2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$5.88M +$5.49M +199,623 +1,720%
SOS
39
Silver Oak Securities
Tennessee
$5.81M +$1.6M +57,980 +38%
HI
40
Harbour Investments
Wisconsin
$5.44M +$270K +9,829 +5%
IWC
41
Integrated Wealth Concepts
Massachusetts
$5.2M +$409K +14,867 +9%
CA
42
Crumly & Associates
Illinois
$5.06M +$2.04M +74,061 +69%
CIA
43
Concurrent Investment Advisors
Florida
$4.67M -$31.3K -1,139 -0.7%
TCWM
44
Total Clarity Wealth Management
Illinois
$4.43M +$744K +27,058 +20%
SFC
45
Swisher Financial Concepts
Ohio
$4.36M +$493K +17,920 +13%
Citadel Advisors
46
Citadel Advisors
Florida
$4.25M +$4.2M +152,480 New
SAM
47
Smartleaf Asset Management
Massachusetts
$4.23M +$4.18M +151,850 New
AWE
48
Avidian Wealth Enterprises
Texas
$3.95M -$165K -5,985 -4%
KWM
49
Kingsview Wealth Management
Oregon
$3.81M +$2.6M +94,550 +223%
KAS
50
Kestra Advisory Services
Texas
$3.57M +$919K +33,399 +35%
1
2
3 4 5

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.