CGMS icon

Capital Group US Multi-Sector Income ETF

253 hedge funds and large institutions have $2.04B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.1M
2 -$11.4M
3 -$11.3M
4
Morgan Stanley
Morgan Stanley
New York
-$9.62M
5
AWS
Atria Wealth Solutions
New York
-$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$7.18M
AssetMark Inc
52
AssetMark Inc
California
$7.07M
KWM
53
Kingsview Wealth Management
Oregon
$6.95M
CFD
54
Creative Financial Designs
Indiana
$6.6M
BDFN
55
Bond & Devick Financial Network
Minnesota
$6.55M
SS
56
Sunbelt Securities
Texas
$6.47M
SFC
57
Swisher Financial Concepts
Ohio
$6.1M
BIP
58
Bouvel Investment Partners
Pennsylvania
$6.06M
CWS
59
Confluence Wealth Services
Pennsylvania
$5.99M
CCP
60
Carmel Capital Partners
California
$5.95M
IWC
61
Integrated Wealth Concepts
Massachusetts
$5.64M
CA
62
Crumly & Associates
Illinois
$5.62M
P
63
&Partners
Tennessee
$5.54M
DADC
64
D.A. Davidson & Co
Montana
$5.34M
CIA
65
Concurrent Investment Advisors
Florida
$5.21M
EW
66
Entruity Wealth
California
$5.1M
SFWC
67
Strategic Family Wealth Counselors
New Jersey
$5.06M
SOS
68
Silver Oak Securities
Tennessee
$4.89M
Renaissance Technologies
69
Renaissance Technologies
New York
$4.89M
NAS
70
NWF Advisory Services
California
$4.89M
NA
71
NewEdge Advisors
Louisiana
$4.11M
MFG
72
Merit Financial Group
Georgia
$4.1M
LFAS
73
Level Four Advisory Services
Texas
$4.08M
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$4.03M
CWA
75
Centennial Wealth Advisory
Michigan
$4.03M