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Capital Group US Multi-Sector Income ETF

268 hedge funds and large institutions have $2.44B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 44

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $2.07B → $2.44B (+$366M)

4% more funds holding

Funds holding: 257268 (+11)

0.3% more ownership

Funds ownership: 73.44%73.74% (+0.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
31
Increased
180
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$4.8M -$115K -4,166 -2%
Citadel Advisors
77
Citadel Advisors
Florida
$4.79M +$2.93M +105,672 +158%
CCP
78
Carmel Capital Partners
California
$4.76M -$1.22M -44,126 -20%
KW
79
KWB Wealth
California
$4.63M +$1.86M +66,937 +67%
DWM
80
Drive Wealth Management
Utah
$4.44M +$4.43M +159,829 New
EH
81
Equitable Holdings
New York
$4.41M +$1.26M +45,488 +40%
CFB
82
Cullen/Frost Bankers
Texas
$4.33M +$945K +34,091 +28%
LFAS
83
Level Four Advisory Services
Texas
$4.28M +$183K +6,590 +4%
MFN
84
Midwest Financial Network
Illinois
$4.2M +$646K +23,309 +18%
JP Morgan Chase
85
JP Morgan Chase
New York
$4.14M +$1.63M +58,858 +65%
DAS
86
Dynamic Advisor Solutions
Arizona
$3.97M +$43.4K +1,565 +1%
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$3.91M +$4.07K +147 +0.1%
FW
88
FullCircle Wealth
Texas
$3.73M +$132K +4,749 +4%
NG
89
Novem Group
New York
$3.61M +$428K +15,436 +13%
SWP
90
Stratos Wealth Partners
Ohio
$3.41M +$2.22M +80,052 +187%
KFSN
91
Keystone Financial Services (Nebraska)
Nebraska
$3.32M +$170K +6,149 +5%
DC
92
Davenport & Co
Virginia
$3.31M +$142K +5,123 +4%
SFS
93
Sowell Financial Services
Arkansas
$3.29M +$177K +6,391 +6%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$3.29M +$3.29M +118,561 New
FA
95
Fiduciary Alliance
South Carolina
$3.27M +$6.21K +224 +0.2%
RIL
96
Rothschild Investment LLC
Illinois
$3.16M +$488K +17,625 +18%
BCI
97
Brinker Capital Investments
Pennsylvania
$3.14M +$2.18M +78,546 +228%
FFWA
98
Forthright Family Wealth Advisory
Texas
$3.04M -$132K -4,780 -4%
TCWM
99
Total Clarity Wealth Management
Illinois
$3M +$79.3K +2,861 +3%
LWM
100
LongView Wealth Management
Georgia
$2.98M +$641K +23,121 +27%