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Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$7.18M -$1.04M -38,223 -13%
AssetMark Inc
52
AssetMark Inc
California
$7.07M +$6.81M +251,104 +5,071%
KWM
53
Kingsview Wealth Management
Oregon
$6.95M +$1.13M +41,769 +20%
CFD
54
Creative Financial Designs
Indiana
$6.6M -$2.61M -96,123 -29%
BDFN
55
Bond & Devick Financial Network
Minnesota
$6.55M +$195K +7,213 +3%
SS
56
Sunbelt Securities
Texas
$6.47M -$707K -26,070 -10%
SFC
57
Swisher Financial Concepts
Ohio
$6.1M -$159K -5,873 -3%
BIP
58
Bouvel Investment Partners
Pennsylvania
$6.06M +$83.5K +3,081 +1%
CWS
59
Confluence Wealth Services
Pennsylvania
$5.99M +$9.59K +354 +0.2%
CCP
60
Carmel Capital Partners
California
$5.95M +$470K +17,327 +9%
IWC
61
Integrated Wealth Concepts
Massachusetts
$5.64M +$454K +16,747 +9%
CA
62
Crumly & Associates
Illinois
$5.62M +$469K +17,288 +9%
P
63
&Partners
Tennessee
$5.54M +$1.96M +72,282 +57%
DADC
64
D.A. Davidson & Co
Montana
$5.34M +$436K +16,104 +9%
CIA
65
Concurrent Investment Advisors
Florida
$5.21M +$907K +33,459 +22%
EW
66
Entruity Wealth
California
$5.1M +$513K +18,943 +11%
SFWC
67
Strategic Family Wealth Counselors
New Jersey
$5.06M +$737K +27,205 +17%
SOS
68
Silver Oak Securities
Tennessee
$4.89M +$226K +8,347 +5%
Renaissance Technologies
69
Renaissance Technologies
New York
$4.89M +$1.73M +63,757 +56%
NAS
70
NWF Advisory Services
California
$4.89M -$49.5K -1,825 -1%
NA
71
NewEdge Advisors
Louisiana
$4.11M +$1.86M +68,484 +85%
MFG
72
Merit Financial Group
Georgia
$4.1M +$2.67M +98,685 +198%
LFAS
73
Level Four Advisory Services
Texas
$4.08M +$799K +29,499 +25%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$4.03M +$652K +24,055 +20%
CWA
75
Centennial Wealth Advisory
Michigan
$4.03M +$2.35M +86,654 +146%

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.