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Capital Group US Multi-Sector Income ETF

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3.33M +$157K +5,736 +5%
CP
77
Capital Planning
Washington
$3.29M +$210K +7,691 +7%
LFAS
78
Level Four Advisory Services
Texas
$3.22M +$202K +7,403 +7%
FFWA
79
Forthright Family Wealth Advisory
Texas
$3.16M +$35.1K +1,284 +1%
Renaissance Technologies
80
Renaissance Technologies
New York
$3.09M +$2.04M +74,643 +193%
NG
81
Novem Group
New York
$3.05M +$451K +16,505 +17%
KFSN
82
Keystone Financial Services (Nebraska)
Nebraska
$2.97M +$45.1K +1,652 +2%
WF
83
Wayfinding Financial
Washington
$2.92M -$398K -14,583 -12%
DC
84
Davenport & Co
Virginia
$2.9M +$203K +7,418 +8%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$2.88M +$360K +13,173 +14%
TCWM
86
Total Clarity Wealth Management
Illinois
$2.62M -$33.8K -1,240 -1%
SIM
87
Synergy Investment Management
Florida
$2.62M +$1.19M +43,695 +84%
PCIA
88
Prime Capital Investment Advisors
Kansas
$2.6M +$1.64M +59,892 +170%
CFB
89
Cullen/Frost Bankers
Texas
$2.58M +$379K +13,893 +17%
ARC
90
Advisor Resource Council
Texas
$2.56M +$2.56M +95,720 New
Capital International Investors
91
Capital International Investors
California
$2.51M -$3.28M -120,245 -57%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$2.46M -$118K -4,320 -5%
RIL
93
Rothschild Investment LLC
Illinois
$2.37M +$599K +21,925 +34%
IA
94
Integrity Alliance
Iowa
$2.29M +$2.29M +83,961 New
CGPCS
95
Capital Group Private Client Services
California
$2.26M +$109K +3,992 +5%
EH
96
Equitable Holdings
New York
$2.25M +$22.5K +823 +1%
SHJ
97
Sharkey, Howes & Javer
Colorado
$2.21M -$179K -6,550 -7%
NA
98
NewEdge Advisors
Louisiana
$2.2M +$472K +17,288 +27%
JCM
99
Jacobi Capital Management
Pennsylvania
$2.11M +$1.63M +59,885 +341%
5W
100
5T Wealth
California
$2.09M -$140K -5,132 -6%