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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

105 hedge funds and large institutions have $368M invested in Capital Group US Multi-Sector Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Stephens Inc
Arkansas
$14M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$16.1M
3
LPL Financial
LPL Financial
California
$35.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$9.83M
5
UBS Group
UBS Group
Switzerland
$12.2M

Top Sellers

1
Jane Street
Jane Street
New York
$13.7M
2
Capital International Investors
Capital International Investors
California
$1.62M
3
Osaic Holdings
Osaic Holdings
Arizona
$19.6M
4
AI
Atria Investments
North Carolina
$1.16M
5
TA
TrueWealth Advisors
Alabama
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$421K +$159K +5,862 +60%
EH
77
Equitable Holdings
New York
$378K +$378K +13,962 New
MA
78
Mutual Advisors
Nebraska
$376K -$11.3K -417 -3%
TWM
79
Tradition Wealth Management
Minnesota
$372K -$6.76K -250 -2%
AAS
80
Ameritas Advisory Services
Nebraska
$338K +$338K +12,554 New
HighTower Advisors
81
HighTower Advisors
Illinois
$334K +$4.93K +182 +1%
MIA
82
Milestone Investment Advisors
Wisconsin
$319K +$319K +11,783 New
SFG
83
Seamount Financial Group
Colorado
$314K +$50.5K +1,868 +19%
BWP
84
Balboa Wealth Partners
Arizona
$306K +$306K +11,302 New
CFD
85
Creative Financial Designs
Indiana
$303K +$49.3K +1,822 +19%
AAS
86
Avantax Advisory Services
Texas
$294K +$294K +10,864 New
PS
87
Principal Securities
Iowa
$272K +$16.2K +600 +6%
BDFN
88
Bond & Devick Financial Network
Minnesota
$270K +$57.4K +2,123 +27%
AFA
89
AA Financial Advisors
Ohio
$268K +$268K +9,906 New
FFS
90
Founders Financial Securities
Maryland
$267K +$267K +9,875 New
GLA
91
Good Life Advisors
Pennsylvania
$266K +$266K +9,836 New
CCFM
92
Clear Creek Financial Management
Washington
$235K +$235K +8,705 New
LWM
93
LongView Wealth Management
Georgia
$232K +$232K +8,596 New
MSWM
94
McGlone Suttner Wealth Management
Wisconsin
$227K +$649 +24 +0.3%
CBFP
95
Cedar Brook Financial Partners
Ohio
$225K +$225K +8,334 New
Jones Financial Companies
96
Jones Financial Companies
Missouri
$149K +$149K +5,523 New
CA
97
Continuum Advisory
Idaho
$123K +$123K +4,572 New
IGWM
98
ICA Group Wealth Management
Colorado
$102K +$17.6K +650 +21%
FCA
99
FinTrust Capital Advisors
South Carolina
$81.1K +$75K +2,773 +1,222%
PTC
100
Private Trust Company
Ohio
$80.2K +$55.2K +2,041 +220%
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