Capital Group US Multi-Sector Income ETF
CGMS
105 hedge funds and large institutions have $368M invested in Capital Group US Multi-Sector Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 5 closing their positions.
460% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 5
377% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 13
48% more capital invested
Capital invested by funds: $248M → $368M (+$120M)
28% more funds holding
Funds holding: 82 → 105 (+23)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.7% less ownership
Funds ownership: 67.48% → 63.78% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$13.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.76M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$2.83M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.41M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1M |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$968K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Comerica Bank
Dallas,
Texas
| $56.8K | +$40.4K | +1,500 | +250% |
|
|
LFG
102
Larson Financial Group
St Louis,
Missouri
| $56K | – | – | – |
|
|
SPIA
103
Steward Partners Investment Advisory
New York
| $41.7K | +$11.7K | +434 | +39% |
|
|
AF
104
Allworth Financial
Folsom,
California
| $23K | +$22.9K | +850 | New |
|
105
Fidelity Investments
Boston,
Massachusetts
| $27 | +$27 | +1 | New |
|
|
SAG
106
SageView Advisory Group
Newport Beach,
California
| – | -$632K | -23,300 | Closed |
|
|
BBHC
107
Brown Brothers Harriman & Co
New York
| – | -$607K | -22,508 | Closed |
|
|
WWM
108
Western Wealth Management
Golden,
Colorado
| – | -$367K | -13,609 | Closed |
|
|
MSAM
109
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$324K | -12,000 | Closed |
|
|
NFA
110
Northwest Financial Advisors
Herndon,
Virginia
| – | -$31.3K | -1,160 | Closed |
|
CGMS Hedge Fund Activity: Q1 2024 in Review
105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q1 2024, worth a combined $368M — up 48% from $248M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CGMS positions and 5 closed out — a net gain of 23 holders — while 62 added to existing stakes and 13 trimmed.
The largest buyer was Stephens Inc, opening a new position worth an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $4.76M.
- 105 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q1 2024, up from 82 in Q4 2023.
- Funds reported $368M of Capital Group US Multi-Sector Income ETF stock for Q1 2024, up 48% quarter-over-quarter.
- 28 funds opened new Capital Group US Multi-Sector Income ETF positions in Q1 2024 and 5 closed out, a net change of +23 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q1 2024 was Stephens Inc, an estimated $13.9M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q1 2024 was Jane Street, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2024.