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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$4.65M -$1.09M -39,794 -19%
OMC
52
Old Mission Capital
Illinois
$4.61M +$4.61M +168,819 New
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$4.35M +$3.63M +133,177 +508%
CIA
54
Concurrent Investment Advisors
Florida
$4.26M -$313K -11,485 -7%
KWM
55
Kingsview Wealth Management
Oregon
$4.22M +$480K +17,612 +13%
EW
56
Entruity Wealth
California
$4.19M +$4.19M +153,760 New
DADC
57
D.A. Davidson & Co
Montana
$4.05M +$4.05M +148,332 New
AWE
58
Avidian Wealth Enterprises
Texas
$3.9M +$26.7K +977 +0.7%
CWS
59
Confluence Wealth Services
Pennsylvania
$3.53M +$872K +31,801 +33%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$3.45M +$1.84M +67,501 +115%
WF
61
Wayfinding Financial
Washington
$3.31M -$1.72K -63 -0.1%
DAS
62
Dynamic Advisor Solutions
Arizona
$3.29M +$40.4K +1,482 +1%
IAA
63
Independent Advisor Alliance
North Carolina
$3.18M +$3.18M +116,540 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$3.17M +$1.59M +58,291 +101%
FFWA
65
Forthright Family Wealth Advisory
Texas
$3.13M +$802K +29,401 +35%
CP
66
Capital Planning
Washington
$3.08M +$3.08M +112,836 New
LFAS
67
Level Four Advisory Services
Texas
$3.02M +$439K +16,097 +17%
KFSN
68
Keystone Financial Services (Nebraska)
Nebraska
$2.92M +$2.92M +107,045 New
TC
69
Trilogy Capital
California
$2.87M +$310K +11,346 +12%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2.78M +$1.42M +52,236 +105%
FW
71
FullCircle Wealth
Texas
$2.78M +$255K +9,257 +10%
KW
72
KWB Wealth
California
$2.72M +$2.72M +97,553 New
DC
73
Davenport & Co
Virginia
$2.7M +$151K +5,537 +6%
SFC
74
Swisher Financial Concepts
Ohio
$2.67M -$1.61M -59,144 -38%
P
75
&Partners
Tennessee
$2.66M +$619K +22,266 +30%