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Capital Group US Multi-Sector Income ETF

252 hedge funds and large institutions have $2.03B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
3.38%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
30
Increased
147
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
26
Stephens Inc
Arkansas
$17.8M +$1.42M +51,330 +9%
RWA
27
Redhawk Wealth Advisors
Minnesota
$15.9M -$143K -5,180 -0.9%
PFS
28
Prospera Financial Services
Texas
$14.5M -$97.6K -3,532 -0.7%
VA
29
Valmark Advisers
Ohio
$14.2M +$1.73M +62,572 +14%
PAG
30
Private Advisor Group
New Jersey
$13.4M -$895K -32,405 -6%
EWA
31
EQ Wealth Advisors
Texas
$13.4M +$1.63M +58,882 +14%
SA
32
Skyline Advisors
Washington
$13.3M +$231K +8,381 +2%
BPA
33
Beacon Pointe Advisors
California
$11.8M +$11.8M +428,134 New
SAM
34
Smartleaf Asset Management
Massachusetts
$11.7M +$851K +30,962 +8%
AI
35
Atria Investments
North Carolina
$11.5M -$1.34M -48,524 -10%
CGPCS
36
Capital Group Private Client Services
California
$11.3M +$8.97M +324,680 +391%
BEI
37
Benjamin Edwards Inc
Missouri
$11M +$479K +17,345 +5%
OBWG
38
Onyx Bridge Wealth Group
New York
$10.8M +$5.02M +181,656 +87%
KAS
39
Kestra Advisory Services
Texas
$9.96M +$1.66M +60,243 +20%
KFP
40
KMG Fiduciary Partners
Ohio
$9.82M +$1.03M +37,416 +12%
AWS
41
Atria Wealth Solutions
New York
$9.81M -$4.97M -179,956 -34%
DJSG
42
D.J. St. Germain
Massachusetts
$9.58M +$72.8K +2,637 +0.8%
SFA
43
Souders Financial Advisors
Ohio
$9.19M +$584K +21,157 +7%
Goldman Sachs
44
Goldman Sachs
New York
$9.16M +$9.16M +331,757 New
Betterment LLC
45
Betterment LLC
New York
$8.85M +$92.6K +3,353 +1%
MLRA
46
Main Line Retirement Advisors
Montana
$8.63M +$373K +13,507 +5%
VA
47
VestGen Advisors
Illinois
$8.34M -$16.2K -587 -0.2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$7.97M +$7.97M +288,712 New
HI
49
Harbour Investments
Wisconsin
$7.51M +$317K +11,472 +4%
CAM
50
Creekmur Asset Management
Illinois
$7.37M +$7.37M +266,691 New