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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
26
Skyline Advisors
Washington
$12.6M +$12.6M +461,595 New
DC
27
DeDora Capital
California
$12.1M +$420K +15,413 +4%
AI
28
Atria Investments
North Carolina
$11.9M +$10.8M +394,636 +990%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$11.7M +$5.63M +206,240 +93%
PAG
30
Private Advisor Group
New Jersey
$10.7M +$1.87M +68,553 +21%
EWA
31
EQ Wealth Advisors
Texas
$10.5M +$10.5M +384,059 New
VA
32
Valmark Advisers
Ohio
$9.62M +$525K +19,254 +6%
BEI
33
Benjamin Edwards Inc
Missouri
$9.01M +$1.53M +55,982 +20%
CFD
34
Creative Financial Designs
Indiana
$8.89M +$113K +4,156 +1%
DJSG
35
D.J. St. Germain
Massachusetts
$8.84M +$946K +34,667 +12%
Betterment LLC
36
Betterment LLC
New York
$8.12M +$5.95M +218,128 +275%
VC
37
Vicus Capital
Pennsylvania
$7.83M +$359K +13,163 +5%
MLRA
38
Main Line Retirement Advisors
Montana
$7.66M +$7.66M +280,955 New
SFA
39
Souders Financial Advisors
Ohio
$7.62M +$905K +33,183 +13%
Jane Street
40
Jane Street
New York
$7.16M +$780K +28,580 +12%
KFP
41
KMG Fiduciary Partners
Ohio
$7.02M +$811K +29,730 +13%
AT
42
American Trust
Kentucky
$6.91M +$6.91M +253,413 New
SS
43
Sunbelt Securities
Texas
$6.44M +$6.44M +235,772 New
HI
44
Harbour Investments
Wisconsin
$6.27M +$936K +34,313 +18%
IWC
45
Integrated Wealth Concepts
Massachusetts
$5.97M +$873K +31,985 +17%
BIP
46
Bouvel Investment Partners
Pennsylvania
$5.86M -$44.5K -1,632 -0.8%
Capital International Investors
47
Capital International Investors
California
$5.79M +$4.39M +161,026 +315%
KAS
48
Kestra Advisory Services
Texas
$5.48M +$1.98M +72,669 +57%
SAM
49
Smartleaf Asset Management
Massachusetts
$5.06M +$915K +33,513 +22%
CA
50
Crumly & Associates
Illinois
$4.91M -$41.7K -1,530 -0.8%