We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$17.8M +$1.39M +51,330 +9%
RWA
27
Redhawk Wealth Advisors
Minnesota
$15.9M -$140K -5,180 -0.9%
PFS
28
Prospera Financial Services
Texas
$14.5M -$95.7K -3,532 -0.7%
VA
29
Valmark Advisers
Ohio
$14.2M +$1.7M +62,572 +14%
PAG
30
Private Advisor Group
New Jersey
$13.4M -$878K -32,405 -6%
EWA
31
EQ Wealth Advisors
Texas
$13.4M +$1.6M +58,882 +14%
SA
32
Skyline Advisors
Washington
$13.3M +$227K +8,381 +2%
BPA
33
Beacon Pointe Advisors
California
$11.8M +$11.6M +428,134 New
SAM
34
Smartleaf Asset Management
Massachusetts
$11.7M +$839K +30,962 +8%
AI
35
Atria Investments
North Carolina
$11.5M -$1.32M -48,524 -10%
CGPCS
36
Capital Group Private Client Services
California
$11.3M +$8.8M +324,680 +391%
BEI
37
Benjamin Edwards Inc
Missouri
$11M +$470K +17,345 +5%
OBWG
38
Onyx Bridge Wealth Group
New York
$10.8M +$4.92M +181,656 +87%
KAS
39
Kestra Advisory Services
Texas
$9.96M +$1.63M +60,243 +20%
KFP
40
KMG Fiduciary Partners
Ohio
$9.82M +$1.01M +37,416 +12%
AWS
41
Atria Wealth Solutions
New York
$9.81M -$4.88M -179,956 -34%
DJSG
42
D.J. St. Germain
Massachusetts
$9.58M +$71.5K +2,637 +0.8%
SFA
43
Souders Financial Advisors
Ohio
$9.19M +$573K +21,157 +7%
Goldman Sachs
44
Goldman Sachs
New York
$9.16M +$8.99M +331,757 New
Betterment LLC
45
Betterment LLC
New York
$8.85M +$90.9K +3,353 +1%
MLRA
46
Main Line Retirement Advisors
Montana
$8.63M +$366K +13,507 +5%
VA
47
VestGen Advisors
Illinois
$8.34M -$15.9K -587 -0.2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$7.97M +$7.82M +288,712 New
HI
49
Harbour Investments
Wisconsin
$7.51M +$311K +11,472 +4%
CAM
50
Creekmur Asset Management
Illinois
$7.37M +$7.23M +266,691 New

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.