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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$223M
2
Raymond James Financial
2
Raymond James Financial
Florida
$109M
3
Morgan Stanley
3
Morgan Stanley
New York
$162M
4
BWP
4
BlueStem Wealth Partners
Minnesota
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$99.3M

Top Sellers

1
AT
1
American Trust
Kentucky
$0
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
Capital International Investors
3
Capital International Investors
California
$2.51M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
PWA
5
Peterson Wealth Advisors
Utah
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$14.7M +$452K +16,484 +3%
PFS
27
Prospera Financial Services
Texas
$14.4M +$769K +28,168 +6%
PAG
28
Private Advisor Group
New Jersey
$14.2M +$3.49M +127,756 +33%
SA
29
Skyline Advisors
Washington
$12.9M +$312K +11,445 +2%
AI
30
Atria Investments
North Carolina
$12.7M +$878K +32,153 +7%
DC
31
DeDora Capital
California
$12.5M +$383K +14,025 +3%
VA
32
Valmark Advisers
Ohio
$12.3M +$2.7M +98,852 +28%
EWA
33
EQ Wealth Advisors
Texas
$11.6M +$1.11M +40,737 +11%
SAM
34
Smartleaf Asset Management
Massachusetts
$10.7M +$5.67M +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 +$557K +20,400 +6%
CFD
37
Creative Financial Designs
Indiana
$9.15M +$252K +9,223 +3%
KFP
38
KMG Fiduciary Partners
Ohio
$8.69M +$1.67M +61,058 +24%
Betterment LLC
39
Betterment LLC
New York
$8.66M +$535K +19,603 +7%
SFA
40
Souders Financial Advisors
Ohio
$8.5M +$876K +32,094 +11%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8.44M +$5.66M +207,312 +203%
VA
42
VestGen Advisors
Illinois
$8.26M +$8.26M +302,665 New
KAS
43
Kestra Advisory Services
Texas
$8.2M +$2.72M +99,630 +50%
MLRA
44
Main Line Retirement Advisors
Montana
$8.16M +$490K +17,941 +6%
VC
45
Vicus Capital
Pennsylvania
$8.14M +$302K +11,065 +4%
SS
46
Sunbelt Securities
Texas
$7.18M +$747K +27,360 +12%
HI
47
Harbour Investments
Wisconsin
$7.11M +$834K +30,567 +13%
Citadel Advisors
48
Citadel Advisors
Florida
$6.65M +$4.56M +167,120 +218%
BDFN
49
Bond & Devick Financial Network
Minnesota
$6.28M +$3.84M +140,612 +157%
SFC
50
Swisher Financial Concepts
Ohio
$6.19M +$3.52M +128,929 +132%
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