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Capital Group US Multi-Sector Income ETF

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIP
51
Bouvel Investment Partners
Pennsylvania
$6.02M +$45.4K +1,632 +0.8%
CWS
52
Confluence Wealth Services
Pennsylvania
$5.81M +$2.35M +87,595 +68%
KWM
53
Kingsview Wealth Management
Oregon
$5.73M +$1.51M +55,350 +36%
OBWG
54
Onyx Bridge Wealth Group
New York
$5.68M +$5.68M +208,061 New
CCP
55
Carmel Capital Partners
California
$5.41M +$5.41M +198,166 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$5.12M -$853K -31,257 -14%
CA
57
Crumly & Associates
Illinois
$5.09M +$171K +6,248 +3%
NAS
58
NWF Advisory Services
California
$4.88M +$4.88M +178,762 New
DADC
59
D.A. Davidson & Co
Montana
$4.84M +$793K +29,037 +20%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$4.68M +$3.58M +130,953 +323%
KW
61
KWB Wealth
California
$4.62M +$1.96M +71,824 +74%
SOS
62
Silver Oak Securities
Tennessee
$4.61M -$42.5K -1,558 -0.9%
OMC
63
Old Mission Capital
Illinois
$4.6M -$5.38K -197 -0.1%
EW
64
Entruity Wealth
California
$4.52M +$326K +11,947 +8%
SFWC
65
Strategic Family Wealth Counselors
New Jersey
$4.26M -$91.6K -3,357 -2%
CIA
66
Concurrent Investment Advisors
Florida
$4.23M -$27.8K -1,017 -0.7%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$4.2M +$745K +27,304 +22%
BIP
68
Blue Investment Partners
California
$4.01M +$1.4M +51,461 +54%
LWA
69
LifeGoal Wealth Advisors
New York
$3.88M +$1.65M +60,357 +74%
HTWM
70
Hartmann Taylor Wealth Management
Texas
$3.75M +$3.75M +137,538 New
OFS
71
OneAscent Financial Services
Alabama
$3.68M +$2.67M +97,683 +263%
TPBG
72
Turning Point Benefit Group
Maryland
$3.54M +$1.93M +72,572 +120%
P
73
&Partners
Tennessee
$3.5M +$876K +32,020 +33%
DAS
74
Dynamic Advisor Solutions
Arizona
$3.45M +$156K +5,720 +5%
FW
75
FullCircle Wealth
Texas
$3.42M +$678K +24,923 +25%