CGMS icon

Capital Group US Multi-Sector Income ETF

137 hedge funds and large institutions have $568M invested in Capital Group US Multi-Sector Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
74
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
51
Capital Group Private Client Services
California
$1.95M +$26.9K +1,001 +1%
SA
52
Sanctuary Advisors
Indiana
$1.85M +$1.85M +68,961 New
Jones Financial Companies
53
Jones Financial Companies
Missouri
$1.83M +$1.68M +62,542 +1,132%
Betterment LLC
54
Betterment LLC
New York
$1.2M +$576K +21,399 +92%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.19M +$323K +12,001 +37%
IA
56
Inspire Advisors
Idaho
$1.17M +$66.1K +2,454 +6%
SHJ
57
Sharkey, Howes & Javer
Colorado
$1.17M -$34.6K -1,285 -3%
CFB
58
Cullen/Frost Bankers
Texas
$1.16M +$1.16M +43,028 New
RIL
59
Rothschild Investment LLC
Illinois
$1.14M +$22.9K +850 +2%
KWM
60
Kingsview Wealth Management
Oregon
$1.14M +$716K +26,603 +168%
PWA
61
Pillar Wealth Advisors
Pennsylvania
$1.13M -$257K -9,563 -19%
AI
62
Atria Investments
North Carolina
$1.11M -$40.1K -1,491 -3%
LWM
63
Lodestone Wealth Management
Washington
$1.1M +$12.6K +467 +1%
H
64
HoyleCohen
California
$1.08M -$19.3K -717 -2%
AFP
65
Ausdal Financial Partners
Iowa
$1.03M +$251K +9,335 +32%
NA
66
NewEdge Advisors
Louisiana
$1.01M +$44.8K +1,663 +5%
SPC
67
Sigma Planning Corp
Michigan
$997K -$1.07M -39,895 -52%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$980K -$320K -11,869 -25%
BB
69
Burford Brothers
Texas
$959K -$20.9K -777 -2%
KFP
70
KMG Fiduciary Partners
Ohio
$936K +$936K +34,760 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$930K +$332K +12,334 +56%
EH
72
Equitable Holdings
New York
$776K +$400K +14,854 +106%
IPA
73
Investment Planning Advisors
Georgia
$749K +$749K +27,841 New
VBWMG
74
Von Berge Wealth Management Group
California
$744K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$717K +$53.4K +1,985 +8%