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Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$3.91M +$414K +15,289 +12%
RFWA
77
RPg Family Wealth Advisory
Massachusetts
$3.89M +$3.81M +140,717 New
SA
78
Sanctuary Advisors
Indiana
$3.88M +$1.14M +42,010 +43%
FW
79
FullCircle Wealth
Texas
$3.61M +$127K +4,700 +4%
MFN
80
Midwest Financial Network
Illinois
$3.54M -$27.6K -1,020 -0.8%
Capital International Investors
81
Capital International Investors
California
$3.39M +$840K +30,999 +34%
CFB
82
Cullen/Frost Bankers
Texas
$3.37M +$739K +27,282 +29%
Jane Street
83
Jane Street
New York
$3.26M -$12.9M -474,240 -80%
FA
84
Fiduciary Alliance
South Carolina
$3.25M +$3.19M +117,756 New
NG
85
Novem Group
New York
$3.17M +$84.5K +3,118 +3%
DC
86
Davenport & Co
Virginia
$3.16M +$217K +8,023 +8%
FFWA
87
Forthright Family Wealth Advisory
Texas
$3.15M -$45.2K -1,668 -1%
KFSN
88
Keystone Financial Services (Nebraska)
Nebraska
$3.13M +$130K +4,785 +4%
EH
89
Equitable Holdings
New York
$3.13M +$841K +31,046 +38%
SFS
90
Sowell Financial Services
Arkansas
$3.1M +$1.78M +65,600 +141%
TPBG
91
Turning Point Benefit Group
Maryland
$2.98M -$686K -25,295 -19%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$2.97M +$56.2K +2,074 +2%
KIM
93
Kestra Investment Management
Texas
$2.97M +$1.6M +59,114 +121%
TCWM
94
Total Clarity Wealth Management
Illinois
$2.91M +$251K +9,255 +10%
WF
95
Wayfinding Financial
Washington
$2.91M -$44K -1,622 -2%
OFS
96
OneAscent Financial Services
Alabama
$2.89M -$818K -30,181 -22%
KW
97
KWB Wealth
California
$2.75M -$1.86M -68,800 -41%
RIL
98
Rothschild Investment LLC
Illinois
$2.66M +$257K +9,500 +11%
JP Morgan Chase
99
JP Morgan Chase
New York
$2.49M +$488 +18 +0%
HTWM
100
Hartmann Taylor Wealth Management
Texas
$2.47M -$1.31M -48,245 -35%

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.