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Capital Group US Multi-Sector Income ETF

329 hedge funds and large institutions have $3.37B invested in Capital Group US Multi-Sector Income ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 207 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 62

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.92B → $3.37B (+$441M)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

5% more funds holding

Funds holding: 314329 (+15)

0.31% less ownership

Funds ownership: 75.04%74.72% (-0.31%)

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.34%
New
37
Increased
207
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$3.84M +$251K +9,104 +7%
DADC
102
D.A. Davidson & Co
Montana
$3.81M -$2.37M -85,722 -38%
NFS
103
NewCorp Financial Services
Georgia
$3.79M +$353K +12,789 +10%
MWM
104
Mission Wealth Management
California
$3.79M +$186K +6,745 +5%
LWM
105
LongView Wealth Management
Georgia
$3.69M +$165K +5,961 +5%
PIA
106
Perennial Investment Advisors
California
$3.62M +$121K +4,389 +3%
FA
107
Fiduciary Alliance
South Carolina
$3.59M +$167K +6,056 +5%
BCI
108
Brinker Capital Investments
Pennsylvania
$3.57M +$130K +4,709 +4%
BFS
109
Boyer Financial Services
California
$3.57M -$55.9K -2,024 -2%
SWM
110
Steelhead Wealth Management
Virginia
$3.53M +$3.58M +129,687 New
KFSN
111
Keystone Financial Services (Nebraska)
Nebraska
$3.4M +$58.6K +2,124 +2%
OFS
112
OneAscent Financial Services
Alabama
$3.35M +$423K +15,342 +14%
MA
113
Mutual Advisors
Nebraska
$3.32M +$3.01M +109,088 +852%
Truist Financial
114
Truist Financial
North Carolina
$3.17M +$820K +29,714 +34%
HTWM
115
Hartmann Taylor Wealth Management
Texas
$3.17M +$110K +4,000 +4%
JP Morgan Chase
116
JP Morgan Chase
New York
$3.16M -$176K -6,385 -5%
RA
117
Rubicon Advisors
California
$3.04M -$51.7K -1,874 -2%
TCWM
118
Total Clarity Wealth Management
Illinois
$3.02M +$13.5K +488 +0.4%
LWM
119
Lodestone Wealth Management
Washington
$2.98M +$268K +9,698 +10%
DAS
120
Dynamic Advisor Solutions
Arizona
$2.96M +$1.14M +41,316 +61%
SIM
121
Synergy Investment Management
Florida
$2.92M +$95.8K +3,470 +3%
SFG
122
Seamount Financial Group
Colorado
$2.85M +$970K +35,142 +51%
MWM
123
Mascagni Wealth Management
Mississippi
$2.79M +$641K +23,219 +29%
MFWP
124
Mosaic Family Wealth Partners
Missouri
$2.64M +$732K +26,515 +38%
5W
125
5T Wealth
California
$2.62M +$21.1K +763 +0.8%