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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCFS
76
Stewardship Concepts Financial Services
Washington
$6.29M +$6.31M +227,728 New
CWA
77
Centennial Wealth Advisory
Michigan
$6.28M +$88.1K +3,179 +1%
DADC
78
D.A. Davidson & Co
Montana
$6.23M +$520K +18,758 +9%
NAS
79
NWF Advisory Services
California
$5.5M +$56.4K +2,036 +1%
CFB
80
Cullen/Frost Bankers
Texas
$5.46M +$1.16M +41,804 +27%
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$5.45M +$230K +8,295 +4%
VWM
82
Vigil Wealth Management
Florida
$5.41M +$5.42M +195,694 New
RIL
83
Rothschild Investment LLC
Illinois
$5.29M +$2.15M +77,548 +68%
EH
84
Equitable Holdings
New York
$5.25M +$864K +31,182 +20%
SWP
85
Stratos Wealth Partners
Ohio
$4.89M +$1.5M +53,998 +44%
SOS
86
Silver Oak Securities
Tennessee
$4.86M +$80.3K +2,896 +2%
LFAS
87
Level Four Advisory Services
Texas
$4.84M +$587K +21,160 +14%
RG
88
RHL Group
Michigan
$4.7M +$4.72M +170,208 New
OWA
89
OakTrust Wealth Advisors
Connecticut
$4.62M +$4.64M +167,216 New
LS
90
LCW Services
Virginia
$4.45M +$4.46M +161,019 New
MFN
91
Midwest Financial Network
Illinois
$4.43M +$253K +9,110 +6%
NG
92
Novem Group
New York
$4.07M +$475K +17,129 +13%
PA
93
PFG Advisors
Arizona
$4.04M +$2.98M +107,622 +278%
RA
94
RFG Advisory
Alabama
$3.99M +$3.43M +123,852 +604%
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$3.88M -$10.5K -380 -0.3%
LWA
96
LifeGoal Wealth Advisors
New York
$3.75M +$2.78M +100,362 +283%
BFS
97
Boyer Financial Services
California
$3.68M +$3.69M +133,049 New
MWM
98
Mission Wealth Management
California
$3.65M +$1.63M +58,832 +80%
SFS
99
Sowell Financial Services
Arkansas
$3.64M +$365K +13,151 +11%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$3.55M +$873K +31,491 +32%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.