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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
51
D.J. St. Germain
Massachusetts
$10.2M +$148K +5,324 +1%
KW
52
KWB Wealth
California
$9.9M +$5.29M +190,961 +114%
VC
53
Vicus Capital
Pennsylvania
$9.65M +$1.51M +54,354 +18%
CCP
54
Carmel Capital Partners
California
$9.52M +$4.8M +173,206 +101%
EW
55
Entruity Wealth
California
$9.37M +$3.92M +141,556 +72%
KWM
56
Kingsview Wealth Management
Oregon
$9.35M +$1.02M +36,717 +12%
BWM
57
BNB Wealth Management
Maryland
$8.75M +$8.79M +316,960 New
MLRA
58
Main Line Retirement Advisors
Montana
$8.74M -$928K -33,493 -10%
Betterment LLC
59
Betterment LLC
New York
$8.72M +$261K +9,409 +3%
SF
60
Summit Financial
New Jersey
$8.65M +$1M +36,093 +13%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$8.47M +$2.91M +105,135 +52%
SA
62
Sanctuary Advisors
Indiana
$8.42M +$2.1M +75,644 +33%
HI
63
Harbour Investments
Wisconsin
$8.11M +$1.28M +46,278 +19%
BDFN
64
Bond & Devick Financial Network
Minnesota
$8.05M +$763K +27,527 +10%
TPBG
65
Turning Point Benefit Group
Maryland
$7.55M +$2.2M +79,497 +41%
KIM
66
Kestra Investment Management
Texas
$7.45M +$5.58M +201,281 +294%
TF
67
Thayer Financial
North Carolina
$7.34M +$7.37M +265,864 New
CFD
68
Creative Financial Designs
Indiana
$7.34M +$405K +14,623 +6%
TWM
69
Troutman Wealth Management
Pennsylvania
$7.11M +$7.14M +257,522 New
SFC
70
Swisher Financial Concepts
Ohio
$6.84M +$358K +12,925 +6%
DWM
71
Drive Wealth Management
Utah
$6.43M +$2.03M +73,125 +46%
BIP
72
Bouvel Investment Partners
Pennsylvania
$6.41M +$557K +20,104 +9%
CA
73
Crumly & Associates
Illinois
$6.39M +$390K +14,062 +6%
MFG
74
Merit Financial Group
Georgia
$6.38M +$411K +14,823 +7%
CWS
75
Confluence Wealth Services
Pennsylvania
$6.34M +$236K +8,523 +4%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.