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Capital Group US Multi-Sector Income ETF

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
101
WR Wealth Planners
Missouri
$715K +$20K +718 +3%
PCIA
102
Prime Capital Investment Advisors
Kansas
$673K +$673K +24,190 New
MIA
103
Milestone Investment Advisors
Wisconsin
$660K +$61.1K +2,193 +10%
MA
104
Mutual Advisors
Nebraska
$658K +$185K +6,701 +39%
DWP
105
Daymark Wealth Partners
Ohio
$644K +$402K +14,432 +166%
FTUS
106
Flow Traders U.S.
New York
$631K +$78.4K +2,818 +14%
WA
107
WESPAC Advisors
California
$619K +$49.4K +1,775 +9%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$600K +$32.2K +1,156 +6%
WIP
109
WealthCare Investment Partners
Rhode Island
$600K +$8.37K +303 +1%
WW
110
Waterfront Wealth
Kansas
$577K +$577K +21,002 New
WS
111
Wedbush Securities
California
$568K +$44.4K +1,595 +8%
CPL
112
CAP Partners LLC
Tennessee
$526K +$21.6K +777 +4%
JCM
113
Jacobi Capital Management
Pennsylvania
$505K +$216K +7,773 +75%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$504K +$256K +9,203 +104%
SFG
115
Seamount Financial Group
Colorado
$497K +$111K +4,005 +29%
SPC
116
Sigma Planning Corp
Michigan
$483K -$548K -19,685 -53%
KIM
117
Kestra Investment Management
Texas
$481K +$157K +5,624 +48%
FAIM
118
Financial Advocates Investment Management
Washington
$469K +$469K +16,844 New
TWP
119
Tempus Wealth Planning
California
$459K +$101K +3,613 +28%
CA
120
Calton & Associates
Florida
$457K +$457K +16,422 New
PA
121
PFG Advisors
Arizona
$436K +$208K +7,471 +91%
GFPC
122
Global Financial Private Client
Florida
$434K +$434K +15,607 New
GWSG
123
GPS Wealth Strategies Group
Colorado
$428K +$428K +15,425 New
PS
124
Principal Securities
Iowa
$419K +$74.3K +2,668 +22%
TFM
125
Trademark Financial Management
Minnesota
$400K +$400K +14,381 New