We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF

268 hedge funds and large institutions have $2.44B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 44

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $2.07B → $2.44B (+$366M)

4% more funds holding

Funds holding: 257268 (+11)

0.3% more ownership

Funds ownership: 73.44%73.74% (+0.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
31
Increased
180
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$8.04M +$937K +33,822 +13%
SF
52
Summit Financial
New Jersey
$7.69M +$7.67M +276,946 New
P
53
&Partners
Tennessee
$7.51M +$1.92M +69,143 +35%
BDFN
54
Bond & Devick Financial Network
Minnesota
$7.32M +$741K +26,721 +11%
IWC
55
Integrated Wealth Concepts
Massachusetts
$7.3M +$1.63M +58,703 +29%
CAM
56
Creekmur Asset Management
Illinois
$7.03M -$372K -13,427 -5%
CFD
57
Creative Financial Designs
Indiana
$6.96M +$329K +11,857 +5%
HI
58
Harbour Investments
Wisconsin
$6.87M -$672K -24,250 -9%
CIA
59
Concurrent Investment Advisors
Florida
$6.58M +$1.34M +48,421 +26%
SFC
60
Swisher Financial Concepts
Ohio
$6.52M +$386K +13,944 +6%
SA
61
Sanctuary Advisors
Indiana
$6.36M +$2.46M +88,653 +63%
CWA
62
Centennial Wealth Advisory
Michigan
$6.22M +$2.17M +78,204 +54%
CWS
63
Confluence Wealth Services
Pennsylvania
$6.14M +$123K +4,429 +2%
CA
64
Crumly & Associates
Illinois
$6.03M +$378K +13,651 +7%
MFG
65
Merit Financial Group
Georgia
$6M +$1.88M +67,745 +46%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$5.91M +$4.35M +157,005 +280%
BIP
67
Bouvel Investment Partners
Pennsylvania
$5.88M -$210K -7,585 -3%
DADC
68
D.A. Davidson & Co
Montana
$5.74M +$374K +13,479 +7%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$5.6M +$1.55M +55,817 +38%
EW
70
Entruity Wealth
California
$5.49M +$365K +13,162 +7%
NAS
71
NWF Advisory Services
California
$5.47M +$560K +20,212 +11%
TPBG
72
Turning Point Benefit Group
Maryland
$5.39M +$2.38M +85,983 +80%
SFWC
73
Strategic Family Wealth Counselors
New Jersey
$5.24M +$157K +5,648 +3%
Renaissance Technologies
74
Renaissance Technologies
New York
$5.24M +$320K +11,555 +7%
NA
75
NewEdge Advisors
Louisiana
$4.82M +$684K +24,679 +17%