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Capital Group US Multi-Sector Income ETF

105 hedge funds and large institutions have $368M invested in Capital Group US Multi-Sector Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
62
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
51
Sharkey, Howes & Javer
Colorado
$1.21M +$1.21M +44,695 New
AI
52
Atria Investments
North Carolina
$1.16M -$1.01M -37,188 -47%
RIL
53
Rothschild Investment LLC
Illinois
$1.13M +$188K +6,950 +20%
IA
54
Inspire Advisors
Idaho
$1.11M +$125K +4,640 +13%
H
55
HoyleCohen
California
$1.1M -$621K -22,959 -36%
LWM
56
Lodestone Wealth Management
Washington
$1.1M +$795K +29,408 +265%
BB
57
Burford Brothers
Texas
$984K +$984K +36,385 New
NA
58
NewEdge Advisors
Louisiana
$972K +$53.4K +1,973 +6%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$871K +$268K +9,900 +44%
Mariner
60
Mariner
Kansas
$819K +$129K +4,767 +19%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$803K +$803K +29,682 New
AFP
62
Ausdal Financial Partners
Iowa
$778K +$730 +27 +0.1%
VBWMG
63
Von Berge Wealth Management Group
California
$749K
NFG
64
Nations Financial Group
Iowa
$715K +$335K +12,391 +88%
WWP
65
WR Wealth Planners
Missouri
$688K +$688K +25,449 New
CP
66
Capital Planning
Washington
$680K +$51.9K +1,909 +8%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$667K +$7K +259 +1%
CFGS
68
Concourse Financial Group Securities
Alabama
$639K -$58.8K -2,166 -8%
Betterment LLC
69
Betterment LLC
New York
$628K +$628K +23,220 New
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$600K +$600K +22,204 New
WIP
71
WealthCare Investment Partners
Rhode Island
$592K +$5.76K +213 +1%
WA
72
WESPAC Advisors
California
$555K +$338K +12,513 +156%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$552K -$730 -27 -0.1%
CPL
74
CAP Partners LLC
Tennessee
$431K +$431K +15,939 New
KWM
75
Kingsview Wealth Management
Oregon
$427K +$146K +5,388 +52%