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Capital Group US Multi-Sector Income ETF
CGMS

137 hedge funds and large institutions have $568M invested in Capital Group US Multi-Sector Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $368M → $568M (+$200M)

30% more funds holding

Funds holding: 105 → 137 (+32)

2.58% more ownership

Funds ownership: 63.78% → 66.36% (+2.6%)

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
74
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
3
Wells Fargo
Wells Fargo
California
+$17.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
5
LPL Financial
LPL Financial
California
+$15.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$4.57M
3
SPC
Sigma Planning Corp
Michigan
-$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
5
LNWWM
Laird Norton Wetherby Wealth Management
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Nations Financial Group
Iowa
$717K +$4.87K +181 +0.7%
CFGS
77
Concourse Financial Group Securities
Alabama
$694K +$58.4K +2,171 +9%
CP
78
Capital Planning
Washington
$693K +$19.3K +716 +3%
AAS
79
Avantax Advisory Services
Texas
$689K +$396K +14,734 +136%
WWP
80
WR Wealth Planners
Missouri
$672K -$12.9K -478 -2%
Mariner
81
Mariner
Kansas
$661K -$155K -5,756 -19%
RJT
82
Raymond James Trust
Florida
$641K +$640K +23,794 New
MIA
83
Milestone Investment Advisors
Wisconsin
$579K +$262K +9,727 +83%
WIP
84
WealthCare Investment Partners
Rhode Island
$577K -$12.4K -461 -2%
AAS
85
Ameritas Advisory Services
Nebraska
$572K +$234K +8,692 +69%
SFWC
86
Strategic Family Wealth Counselors
New Jersey
$562K +$562K +20,894 New
WA
87
WESPAC Advisors
California
$551K -$1.43K -53 -0.3%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$550K -$404 -15 -0.1%
FTUS
89
Flow Traders U.S.
New York
$535K +$534K +19,856 New
WS
90
Wedbush Securities
California
$506K +$506K +18,797 New
GLA
91
Good Life Advisors
Pennsylvania
$502K +$237K +8,809 +90%
CPL
92
CAP Partners LLC
Tennessee
$488K +$58.6K +2,178 +14%
MA
93
Mutual Advisors
Nebraska
$470K +$88.1K +3,273 +24%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$467K +$467K +17,339 New
AWM
95
Apollon Wealth Management
South Carolina
$404K +$404K +15,014 New
SFG
96
Seamount Financial Group
Colorado
$372K +$59.8K +2,223 +19%
TWM
97
Tradition Wealth Management
Minnesota
$370K – – –
TWP
98
Tempus Wealth Planning
California
$346K +$346K +12,870 New
HighTower Advisors
99
HighTower Advisors
Illinois
$338K +$5.87K +218 +2%
PS
100
Principal Securities
Iowa
$334K +$63.1K +2,346 +23%
2 3
4
5 6

CGMS Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2024, worth a combined $568M — up 54% from $368M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGMS positions and 5 closed out — a net gain of 34 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $14.7M sold.

  • 137 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $568M of Capital Group US Multi-Sector Income ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 39 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2024 and 5 closed out, a net change of +34 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $31.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2024.