CGMS icon

Capital Group US Multi-Sector Income ETF

261 hedge funds and large institutions have $2.43B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 176 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$8.04M
SF
52
Summit Financial
New Jersey
$7.69M
P
53
&Partners
Tennessee
$7.51M
BDFN
54
Bond & Devick Financial Network
Minnesota
$7.32M
IWC
55
Integrated Wealth Concepts
Massachusetts
$7.3M
CAM
56
Creekmur Asset Management
Illinois
$7.03M
CFD
57
Creative Financial Designs
Indiana
$6.96M
HI
58
Harbour Investments
Wisconsin
$6.87M
CIA
59
Concurrent Investment Advisors
Florida
$6.58M
SFC
60
Swisher Financial Concepts
Ohio
$6.52M
CWA
61
Centennial Wealth Advisory
Michigan
$6.22M
CWS
62
Confluence Wealth Services
Pennsylvania
$6.14M
CA
63
Crumly & Associates
Illinois
$6.03M
MFG
64
Merit Financial Group
Georgia
$6M
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$5.91M
BIP
66
Bouvel Investment Partners
Pennsylvania
$5.88M
DADC
67
D.A. Davidson & Co
Montana
$5.74M
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$5.6M
EW
69
Entruity Wealth
California
$5.49M
NAS
70
NWF Advisory Services
California
$5.47M
TPBG
71
Turning Point Benefit Group
Maryland
$5.39M
SFWC
72
Strategic Family Wealth Counselors
New Jersey
$5.24M
Renaissance Technologies
73
Renaissance Technologies
New York
$5.24M
NA
74
NewEdge Advisors
Louisiana
$4.82M
SOS
75
Silver Oak Securities
Tennessee
$4.8M