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Capital Group US Multi-Sector Income ETF

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
Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.46%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$1.17M +41,863 +532%
RIL
77
Rothschild Investment LLC
Illinois
$1.38M +$197K +7,060 +17%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M +$412K +14,816 +43%
IA
79
Inspire Advisors
Idaho
$1.35M +$141K +5,070 +12%
EH
80
Equitable Holdings
New York
$1.31M +$508K +18,243 +63%
AWM
81
Apollon Wealth Management
South Carolina
$1.31M +$891K +31,988 +213%
BCA
82
Bay Colony Advisors
Massachusetts
$1.27M +$1.27M +45,567 New
AFP
83
Ausdal Financial Partners
Iowa
$1.14M +$79.6K +2,860 +8%
CWMS
84
Cannon Wealth Management Services
North Carolina
$1.14M +$1.14M +40,879 New
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$1.12M +$1.12M +40,138 New
AI
86
Atria Investments
North Carolina
$1.11M -$38.2K -1,372 -3%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.05M +$312K +11,201 +42%
SA
88
Sanctuary Advisors
Indiana
$1.03M -$863K -31,447 -46%
BB
89
Burford Brothers
Texas
$980K -$11.4K -410 -1%
CFGS
90
Concourse Financial Group Securities
Alabama
$927K +$211K +7,577 +29%
SWM
91
SK Wealth Management
Rhode Island
$871K +$871K +32,047 New
AAS
92
Ameritas Advisory Services
Nebraska
$861K +$270K +9,689 +46%
LWM
93
LongView Wealth Management
Georgia
$784K +$490K +17,590 +166%
SFS
94
Sowell Financial Services
Arkansas
$780K +$780K +28,029 New
VBWMG
95
Von Berge Wealth Management Group
California
$770K +$13.2K +482 +2%
AAS
96
Avantax Advisory Services
Texas
$758K +$45.6K +1,639 +6%
NFG
97
Nations Financial Group
Iowa
$754K +$12.9K +465 +2%
IPA
98
Investment Planning Advisors
Georgia
$749K
SFWC
99
Strategic Family Wealth Counselors
New Jersey
$730K +$149K +5,339 +26%
RJT
100
Raymond James Trust
Florida
$728K +$65.6K +2,357 +10%