We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF
CGMS

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

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $368M → $568M (+$200M)

30% more funds holding

Funds holding: 105 → 137 (+32)

2.58% more ownership

Funds ownership: 63.78% → 66.36% (+2.6%)

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.98%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
3
Wells Fargo
Wells Fargo
California
+$17.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
5
LPL Financial
LPL Financial
California
+$15.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$4.57M
3
SPC
Sigma Planning Corp
Michigan
-$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
5
LNWWM
Laird Norton Wetherby Wealth Management
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
51
Capital Group Private Client Services
California
$1.95M +$26.9K +1,001 +1%
SA
52
Sanctuary Advisors
Indiana
$1.85M +$1.86M +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 +$66K +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 +$44.7K +1,663 +5%
SPC
67
Sigma Planning Corp
Michigan
$997K -$1.07M -39,895 -52%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$980K -$319K -11,869 -25%
BB
69
Burford Brothers
Texas
$959K -$20.9K -777 -2%
KFP
70
KMG Fiduciary Partners
Ohio
$936K +$935K +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%
1 2
3
4 5

CGMS Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2024, worth a combined $568M — up 54% from $368M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGMS positions and 5 closed out — a net gain of 34 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $14.7M sold.

  • 137 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $568M of Capital Group US Multi-Sector Income ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 39 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2024 and 5 closed out, a net change of +34 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $31.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2024.