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Capital Group US Multi-Sector Income ETF
CGMS

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 137 → 170 (+33)

0.66% less ownership

Funds ownership: 66.36% → 65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$45.9M
2
LPL Financial
LPL Financial
California
+$35.9M
3
Morgan Stanley
Morgan Stanley
New York
+$34.3M
4
Wells Fargo
Wells Fargo
California
+$18.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.85M
2
OMC
Old Mission Capital
Illinois
-$2.27M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$1.13M
4
Capital International Investors
Capital International Investors
California
-$1.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$1.15M +41,863 +532%
RIL
77
Rothschild Investment LLC
Illinois
$1.38M +$194K +7,060 +17%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M +$408K +14,816 +43%
IA
79
Inspire Advisors
Idaho
$1.35M +$139K +5,070 +12%
EH
80
Equitable Holdings
New York
$1.31M +$502K +18,243 +63%
AWM
81
Apollon Wealth Management
South Carolina
$1.31M +$880K +31,988 +213%
BCA
82
Bay Colony Advisors
Massachusetts
$1.27M +$1.25M +45,567 New
AFP
83
Ausdal Financial Partners
Iowa
$1.14M +$78.7K +2,860 +8%
CWMS
84
Cannon Wealth Management Services
North Carolina
$1.14M +$1.12M +40,879 New
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$1.12M +$1.1M +40,138 New
AI
86
Atria Investments
North Carolina
$1.11M -$37.7K -1,372 -3%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.05M +$308K +11,201 +42%
SA
88
Sanctuary Advisors
Indiana
$1.03M -$865K -31,447 -46%
BB
89
Burford Brothers
Texas
$980K -$11.3K -410 -1%
CFGS
90
Concourse Financial Group Securities
Alabama
$927K +$208K +7,577 +29%
SWM
91
SK Wealth Management
Rhode Island
$871K +$882K +32,047 New
AAS
92
Ameritas Advisory Services
Nebraska
$861K +$267K +9,689 +46%
LWM
93
LongView Wealth Management
Georgia
$784K +$484K +17,590 +166%
SFS
94
Sowell Financial Services
Arkansas
$780K +$771K +28,029 New
VBWMG
95
Von Berge Wealth Management Group
California
$770K +$13.3K +482 +2%
AAS
96
Avantax Advisory Services
Texas
$758K +$45.1K +1,639 +6%
NFG
97
Nations Financial Group
Iowa
$754K +$12.8K +465 +2%
IPA
98
Investment Planning Advisors
Georgia
$749K – – –
SFWC
99
Strategic Family Wealth Counselors
New Jersey
$730K +$147K +5,339 +26%
RJT
100
Raymond James Trust
Florida
$728K +$64.9K +2,357 +10%
2 3
4
5 6

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.