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Capital Group US Multi-Sector Income ETF
CGMS

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

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $368M → $568M (+$200M)

30% more funds holding

Funds holding: 105 → 137 (+32)

2.58% more ownership

Funds ownership: 63.78% → 66.36% (+2.6%)

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.98%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
3
Wells Fargo
Wells Fargo
California
+$17.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
5
LPL Financial
LPL Financial
California
+$15.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$4.57M
3
SPC
Sigma Planning Corp
Michigan
-$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
5
LNWWM
Laird Norton Wetherby Wealth Management
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$32K +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 -$646 -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%
2 3 4
5
6

CGMS Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2024, worth a combined $568M — up 54% from $368M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGMS positions and 5 closed out — a net gain of 34 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $14.7M sold.

  • 137 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $568M of Capital Group US Multi-Sector Income ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 39 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2024 and 5 closed out, a net change of +34 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $31.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2024.