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Capital Group US Multi-Sector Income ETF
CGMS

243 hedge funds and large institutions have $1.79B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 157 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 33

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

10% more funds holding

Funds holding: 221 → 243 (+22)

1% more ownership

Funds ownership: 69.32% → 70.32% (+1%)

24% less capital invested

Capital invested by funds: $2.36B → $1.79B (-$572M)

Holders
243
Holders Change
+22
Holders Change %
+9.95%
% of All Funds
3.26%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
37
Increased
157
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$74.9M
2
Raymond James Financial
Raymond James Financial
Florida
+$68.9M
3
Morgan Stanley
Morgan Stanley
New York
+$32.9M
4
BWP
BlueStem Wealth Partners
Minnesota
+$19.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.7M

Top Sellers

1
AT
American Trust
Kentucky
-$6.91M
2
AWE
Avidian Wealth Enterprises
Texas
-$3.9M
3
Capital International Investors
Capital International Investors
California
-$3.3M
4
IAA
Independent Advisor Alliance
North Carolina
-$3.18M
5
PWA
Peterson Wealth Advisors
Utah
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$14.7M +$452K +16,484 +3%
PFS
27
Prospera Financial Services
Texas
$14.4M +$773K +28,168 +6%
PAG
28
Private Advisor Group
New Jersey
$14.2M +$3.51M +127,756 +33%
SA
29
Skyline Advisors
Washington
$12.9M +$314K +11,445 +2%
AI
30
Atria Investments
North Carolina
$12.7M +$882K +32,153 +7%
DC
31
DeDora Capital
California
$12.5M +$385K +14,025 +3%
VA
32
Valmark Advisers
Ohio
$12.3M +$2.71M +98,852 +28%
EWA
33
EQ Wealth Advisors
Texas
$11.6M +$1.12M +40,737 +11%
SAM
34
Smartleaf Asset Management
Massachusetts
$10.7M +$5.7M +207,798 +112%
BEI
35
Benjamin Edwards Inc
Missouri
$10.4M +$1.39M +50,812 +15%
DJSG
36
D.J. St. Germain
Massachusetts
$9.4M +$560K +20,400 +6%
CFD
37
Creative Financial Designs
Indiana
$9.15M +$253K +9,223 +3%
KFP
38
KMG Fiduciary Partners
Ohio
$8.69M +$1.68M +61,058 +24%
Betterment LLC
39
Betterment LLC
New York
$8.66M +$538K +19,603 +7%
SFA
40
Souders Financial Advisors
Ohio
$8.5M +$881K +32,094 +11%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8.44M +$5.69M +207,312 +203%
VA
42
VestGen Advisors
Illinois
$8.26M +$8.31M +302,665 New
KAS
43
Kestra Advisory Services
Texas
$8.2M +$2.73M +99,630 +50%
MLRA
44
Main Line Retirement Advisors
Montana
$8.16M +$492K +17,941 +6%
VC
45
Vicus Capital
Pennsylvania
$8.14M +$304K +11,065 +4%
SS
46
Sunbelt Securities
Texas
$7.18M +$751K +27,360 +12%
HI
47
Harbour Investments
Wisconsin
$7.11M +$839K +30,567 +13%
Citadel Advisors
48
Citadel Advisors
Florida
$6.65M +$4.59M +167,120 +218%
BDFN
49
Bond & Devick Financial Network
Minnesota
$6.28M +$3.86M +140,612 +157%
SFC
50
Swisher Financial Concepts
Ohio
$6.19M +$3.54M +128,929 +132%
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CGMS Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q1 2025, worth a combined $1.79B — down 24% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGMS positions and 13 closed out — a net gain of 24 holders — while 157 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $74.9M. The largest seller was American Trust, exiting entirely with an estimated $6.91M sold.

  • 243 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q1 2025, up from 221 in Q4 2024.
  • Funds reported $1.79B of Capital Group US Multi-Sector Income ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 37 funds opened new Capital Group US Multi-Sector Income ETF positions in Q1 2025 and 13 closed out, a net change of +24 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q1 2025 was LPL Financial, an estimated $74.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q1 2025 was American Trust, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2025.