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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
76
Total Clarity Wealth Management
Illinois
$2.66M -$1.68M -61,706 -39%
BIP
77
Blue Investment Partners
California
$2.61M +$2.41M +88,331 +1,224%
NG
78
Novem Group
New York
$2.6M +$2.6M +95,125 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$2.58M +$158K +5,802 +7%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M +$1.17M +42,860 +87%
BDFN
81
Bond & Devick Financial Network
Minnesota
$2.49M
PWA
82
Peterson Wealth Advisors
Utah
$2.42M +$2.18M +79,893 +896%
SHJ
83
Sharkey, Howes & Javer
Colorado
$2.39M +$553K +20,281 +30%
SA
84
Sanctuary Advisors
Indiana
$2.24M +$1.21M +43,936 +117%
LWA
85
LifeGoal Wealth Advisors
New York
$2.23M +$2.23M +81,772 New
5W
86
5T Wealth
California
$2.23M +$2.23M +81,563 New
EH
87
Equitable Holdings
New York
$2.22M +$940K +34,463 +73%
CFB
88
Cullen/Frost Bankers
Texas
$2.2M +$381K +13,950 +21%
CGPCS
89
Capital Group Private Client Services
California
$2.15M -$61.4K -2,252 -3%
Citadel Advisors
90
Citadel Advisors
Florida
$2.09M -$2.07M -75,828 -50%
LWM
91
Lodestone Wealth Management
Washington
$1.99M +$255K +9,341 +15%
MWS
92
MFA Wealth Services
California
$1.88M +$1.88M +68,771 New
CA
93
CoreCap Advisors
Michigan
$1.8M +$1.72M +62,924 +2,163%
MWM
94
Mascagni Wealth Management
Mississippi
$1.78M +$1.78M +65,028 New
RIL
95
Rothschild Investment LLC
Illinois
$1.77M +$420K +15,400 +31%
NA
96
NewEdge Advisors
Louisiana
$1.72M +$173K +6,324 +11%
AWM
97
Apollon Wealth Management
South Carolina
$1.71M +$427K +15,663 +33%
TPBG
98
Turning Point Benefit Group
Maryland
$1.64M +$1.64M +60,572 New
TCG
99
Transcendent Capital Group
Oklahoma
$1.62M +$151K +5,531 +10%
LWM
100
LongView Wealth Management
Georgia
$1.49M +$721K +26,445 +94%