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Capital Group US Multi-Sector Income ETF

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more funds holding

Funds holding: 137170 (+33)

0.66% less ownership

Funds ownership: 66.36%65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
51
Wayfinding Financial
Washington
$3.38M -$18.2K -662 -0.5%
DAS
52
Dynamic Advisor Solutions
Arizona
$3.32M +$470K +17,086 +17%
CWS
53
Confluence Wealth Services
Pennsylvania
$2.7M +$147K +5,353 +6%
Renaissance Technologies
54
Renaissance Technologies
New York
$2.64M +$2.61M +94,700 New
TC
55
Trilogy Capital
California
$2.62M +$227K +8,236 +10%
DC
56
Davenport & Co
Virginia
$2.6M +$331K +12,039 +15%
LFAS
57
Level Four Advisory Services
Texas
$2.58M +$2.33M +84,574 +845%
FW
58
FullCircle Wealth
Texas
$2.53M -$221K -8,044 -8%
BDFN
59
Bond & Devick Financial Network
Minnesota
$2.49M +$2.18M +79,279 +788%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.47M -$98.9K -3,595 -4%
Lido Advisors
61
Lido Advisors
California
$2.41M
FFWA
62
Forthright Family Wealth Advisory
Texas
$2.36M +$2.34M +85,184 New
CGPCS
63
Capital Group Private Client Services
California
$2.26M +$246K +8,927 +12%
Betterment LLC
64
Betterment LLC
New York
$2.21M +$955K +34,710 +78%
OL
65
Owen LaRue
Kentucky
$2.09M +$2.06M +74,977 New
P
66
&Partners
Tennessee
$2.05M +$2.02M +73,574 New
SHJ
67
Sharkey, Howes & Javer
Colorado
$1.88M +$659K +23,949 +55%
CFB
68
Cullen/Frost Bankers
Texas
$1.86M +$653K +23,736 +55%
LWM
69
Lodestone Wealth Management
Washington
$1.77M +$623K +22,626 +55%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$1.64M +$1.14M +41,567 +240%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$1.61M +$374K +13,608 +31%
NA
72
NewEdge Advisors
Louisiana
$1.58M +$530K +19,255 +51%
TCG
73
Transcendent Capital Group
Oklahoma
$1.5M +$1.45M +52,551 +4,442%
Capital International Investors
74
Capital International Investors
California
$1.42M -$1.13M -40,968 -44%
GLA
75
Good Life Advisors
Pennsylvania
$1.39M +$858K +31,193 +167%

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.