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Capital Group US Multi-Sector Income ETF
CGMS

82 hedge funds and large institutions have $248M invested in Capital Group US Multi-Sector Income ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

683% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 6

87% more capital invested

Capital invested by funds: $133M → $248M (+$115M)

44% more funds holding

Funds holding: 57 → 82 (+25)

4.13% more ownership

Funds ownership: 63.34% → 67.48% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
82
Holders Change
+25
Holders Change %
+43.86%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
47
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.93M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.86M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.62M
5
Jane Street
Jane Street
New York
+$7.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$3.58M
2
OMC
Old Mission Capital
Illinois
-$1.01M
3
AI
Atria Investments
North Carolina
-$655K
4
SPC
Sigma Planning Corp
Michigan
-$600K
5
DJSG
D.J. St. Germain
Massachusetts
-$599K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$636K +$387K +14,915 +172%
SAG
52
SageView Advisory Group
California
$632K +$150K +5,789 +33%
CP
53
Capital Planning
Washington
$628K +$16.3K +628 +3%
CA
54
Cetera Advisors
Colorado
$625K +$77K +2,966 +15%
BBHC
55
Brown Brothers Harriman & Co
New York
$607K -$30.1K -1,159 -5%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$602K +$261K +10,071 +82%
WIP
57
WealthCare Investment Partners
Rhode Island
$583K +$563K +21,687 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$552K +$16.8K +649 +3%
MA
59
Mutual Advisors
Nebraska
$387K +$372K +14,329 New
NFG
60
Nations Financial Group
Iowa
$379K +$134K +5,155 +58%
TWM
61
Tradition Wealth Management
Minnesota
$378K +$26K +1,000 +8%
WWM
62
Western Wealth Management
Colorado
$367K +$353K +13,609 New
HighTower Advisors
63
HighTower Advisors
Illinois
$329K +$43.3K +1,666 +16%
MSAM
64
Moloney Securities Asset Management
Missouri
$324K +$312K +12,000 New
LWM
65
Lodestone Wealth Management
Washington
$299K +$15.4K +595 +6%
KWM
66
Kingsview Wealth Management
Oregon
$281K +$57.3K +2,207 +27%
SFG
67
Seamount Financial Group
Colorado
$263K +$253K +9,743 New
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$262K +$252K +9,700 New
PS
69
Principal Securities
Iowa
$255K +$245K +9,450 New
CFD
70
Creative Financial Designs
Indiana
$253K +$47.7K +1,839 +24%
MSWM
71
McGlone Suttner Wealth Management
Wisconsin
$226K +$12.3K +473 +6%
WA
72
WESPAC Advisors
California
$216K +$208K +8,006 New
BDFN
73
Bond & Devick Financial Network
Minnesota
$212K +$204K +7,849 New
JP Morgan Chase
74
JP Morgan Chase
New York
$115K +$111K +4,268 New
IGWM
75
ICA Group Wealth Management
Colorado
$84K +$80.8K +3,113 New
1 2
3
4

CGMS Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2023, worth a combined $248M — up 87% from $133M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CGMS positions and 2 closed out — a net gain of 25 holders — while 47 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.93M. The largest seller was Capital International Investors, cutting an estimated $3.58M.

  • 82 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $248M of Capital Group US Multi-Sector Income ETF stock for Q4 2023, up 87% quarter-over-quarter.
  • 27 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2023 was LPL Financial, an estimated $9.93M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2023 was Capital International Investors, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2023.