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Capital Group US Multi-Sector Income ETF

137 hedge funds and large institutions have $568M invested in Capital Group US Multi-Sector Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
74
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
101
Snowden Capital Advisors
New York
$332K +$332K +12,341 New
CFG
102
Cooper Financial Group
California
$328K +$328K +12,175 New
CFD
103
Creative Financial Designs
Indiana
$314K +$12.8K +475 +4%
KIM
104
Kestra Investment Management
Texas
$313K +$313K +11,642 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$312K +$312K +11,606 New
ASN
106
Advisory Services Network
Georgia
$299K +$299K +11,125 New
LWM
107
LongView Wealth Management
Georgia
$285K +$53.6K +1,991 +23%
BWP
108
Balboa Wealth Partners
Arizona
$281K -$22.8K -848 -8%
JCM
109
Jacobi Capital Management
Pennsylvania
$279K +$279K +10,350 New
BDFN
110
Bond & Devick Financial Network
Minnesota
$271K +$2.37K +88 +0.9%
LFAS
111
Level Four Advisory Services
Texas
$269K +$269K +10,010 New
AFA
112
AA Financial Advisors
Ohio
$267K
CCFM
113
Clear Creek Financial Management
Washington
$266K +$32.1K +1,191 +14%
FFS
114
Founders Financial Securities
Maryland
$266K
PJSIMP
115
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K +$239K +8,891 New
DWP
116
Daymark Wealth Partners
Ohio
$234K +$234K +8,687 New
BFG
117
Bleakley Financial Group
New Jersey
$230K +$230K +8,530 New
SW
118
Simplicity Wealth
New Jersey
$230K +$230K +8,530 New
SEIA
119
Signature Estate & Investment Advisors
California
$228K +$228K +8,464 New
MSWM
120
McGlone Suttner Wealth Management
Wisconsin
$226K -$648 -24 -0.3%
PA
121
PFG Advisors
Arizona
$221K +$221K +8,198 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$212K +$212K +7,872 New
PTC
123
Private Trust Company
Ohio
$189K +$110K +4,070 +137%
CA
124
Continuum Advisory
Idaho
$139K +$16.1K +599 +13%
Comerica Bank
125
Comerica Bank
Texas
$112K +$55.1K +2,047 +97%