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Capital Group US Multi-Sector Income ETF

301 hedge funds and large institutions have $2.89B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$11.6M
2 -$5.91M
3 -$5.76M
4
AssetMark Inc
AssetMark Inc
California
-$5.39M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
NFS
101
NewCorp Financial Services
Georgia
$3.5M
BCI
102
Brinker Capital Investments
Pennsylvania
$3.49M
GRP
103
Global Retirement Partners
California
$3.44M
Cerity Partners
104
Cerity Partners
New York
$3.42M
FA
105
Fiduciary Alliance
South Carolina
$3.42M
JP Morgan Chase
106
JP Morgan Chase
New York
$3.41M
KFSN
107
Keystone Financial Services (Nebraska)
Nebraska
$3.39M
DC
108
Davenport & Co
Virginia
$3.35M
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$3.19M
FFWA
110
Forthright Family Wealth Advisory
Texas
$3.14M
HTWM
111
Hartmann Taylor Wealth Management
Texas
$3.1M
TCWM
112
Total Clarity Wealth Management
Illinois
$3.05M
OFS
113
OneAscent Financial Services
Alabama
$2.98M
SIM
114
Synergy Investment Management
Florida
$2.86M
LWM
115
Lodestone Wealth Management
Washington
$2.76M
5W
116
5T Wealth
California
$2.64M
AssetMark Inc
117
AssetMark Inc
California
$2.64M
PA
118
ProCore Advisors
California
$2.54M
SWM
119
SK Wealth Management
Rhode Island
$2.49M
TCG
120
Transcendent Capital Group
Oklahoma
$2.48M
VA
121
VestGen Advisors
Illinois
$2.41M
Truist Financial
122
Truist Financial
North Carolina
$2.39M
JCM
123
Jacobi Capital Management
Pennsylvania
$2.35M
SC
124
Saiph Capital
New Jersey
$2.33M
MWM
125
Mascagni Wealth Management
Mississippi
$2.19M