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Capital Group US Multi-Sector Income ETF

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
Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.99%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
76
Nations Financial Group
Iowa
$717K +$4.87K +181 +0.7%
CFGS
77
Concourse Financial Group Securities
Alabama
$694K +$58.6K +2,171 +9%
CP
78
Capital Planning
Washington
$693K +$19.3K +716 +3%
AAS
79
Avantax Advisory Services
Texas
$689K +$397K +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 +$641K +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 +$535K +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 +$89.5K +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 +$63.2K +2,346 +23%