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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$19.2M +$1.88M +67,829 +11%
Mariner
27
Mariner
Kansas
$19M +$660K +23,820 +4%
SI
28
Stephens Inc
Arkansas
$18.9M +$2.13M +76,839 +13%
BWP
29
BlueStem Wealth Partners
Minnesota
$18.5M -$4.64M -167,276 -20%
VA
30
Valmark Advisers
Ohio
$17.9M +$3M +108,234 +20%
TA
31
TrueWealth Advisors
Alabama
$17.8M -$4.26M -153,782 -19%
JDLA
32
J. Derek Lewis & Associates
California
$17M +$17.1M +616,657 New
RWA
33
Redhawk Wealth Advisors
Minnesota
$16.8M +$1.9M +68,573 +13%
EWA
34
EQ Wealth Advisors
Texas
$16.4M +$1.98M +71,421 +14%
BEI
35
Benjamin Edwards Inc
Missouri
$16.3M +$3.67M +132,242 +29%
PFS
36
Prospera Financial Services
Texas
$14.7M -$301K -10,854 -2%
SA
37
Skyline Advisors
Washington
$14.6M +$748K +26,992 +5%
P
38
&Partners
Tennessee
$13.3M +$5.84M +210,617 +78%
CIA
39
Concurrent Investment Advisors
Florida
$12.6M +$6.11M +220,265 +93%
NA
40
NewEdge Advisors
Louisiana
$12.1M +$7.37M +265,815 +153%
SAM
41
Smartleaf Asset Management
Massachusetts
$11.9M -$333K -12,007 -3%
SS
42
Sunbelt Securities
Texas
$11.9M +$3.4M +122,612 +40%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$11.8M +$3.6M +129,705 +44%
AI
44
Atria Investments
North Carolina
$11.8M +$56.3K +2,032 +0.5%
CGPCS
45
Capital Group Private Client Services
California
$11.4M -$387K -13,974 -3%
OBWG
46
Onyx Bridge Wealth Group
New York
$11.2M -$1.26M -45,365 -10%
SFA
47
Souders Financial Advisors
Ohio
$10.5M +$459K +16,561 +5%
KFP
48
KMG Fiduciary Partners
Ohio
$10.5M +$372K +13,436 +4%
Goldman Sachs
49
Goldman Sachs
New York
$10.4M +$9.07M +327,102 +664%
IWC
50
Integrated Wealth Concepts
Massachusetts
$10.2M +$2.98M +107,666 +41%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.