Capital Group US Multi-Sector Income ETF
CGMS
82 hedge funds and large institutions have $248M invested in Capital Group US Multi-Sector Income ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 6 reducing their positions, and 2 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
683% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 6
87% more capital invested
Capital invested by funds: $133M → $248M (+$115M)
44% more funds holding
Funds holding: 57 → 82 (+25)
4.13% more ownership
Funds ownership: 63.34% → 67.48% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$9.93M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.86M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.24M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.62M |
| 5 |
Jane Street
New York
|
+$7.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
76
Larson Financial Group
St Louis,
Missouri
| $55.9K | – | – | – |
|
|
NFA
77
Northwest Financial Advisors
Herndon,
Virginia
| $31.3K | +$30.1K | +1,160 | New |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| $29.9K | +$28.8K | +1,109 | New |
|
|
PTC
79
Private Trust Company
Cleveland,
Ohio
| $25K | +$24K | +926 | New |
|
80
Comerica Bank
Dallas,
Texas
| $16.2K | +$15.6K | +600 | New |
|
|
FCA
81
FinTrust Capital Advisors
Greenville,
South Carolina
| $6.13K | – | – | – |
|
82
Wells Fargo
San Francisco,
California
| $15 | +$26 | +1 | New |
|
|
OMC
83
Old Mission Capital
Chicago,
Illinois
| – | -$1.01M | -39,673 | Closed |
|
|
WWP
84
WR Wealth Planners
Columbia,
Missouri
| – | -$72.3K | -2,834 | Closed |
|
CGMS Hedge Fund Activity: Q4 2023 in Review
82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2023, worth a combined $248M — up 87% from $133M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CGMS positions and 2 closed out — a net gain of 25 holders — while 47 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.93M. The largest seller was Capital International Investors, cutting an estimated $3.58M.
- 82 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $248M of Capital Group US Multi-Sector Income ETF stock for Q4 2023, up 87% quarter-over-quarter.
- 27 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2023 was LPL Financial, an estimated $9.93M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q4 2023 was Capital International Investors, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2023.