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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

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more funds holding

Funds holding: 137170 (+33)

0.66% less ownership

Funds ownership: 66.36%65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
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
Change in
Stake
WWP
101
WR Wealth Planners
Missouri
$715K +$19.8K +718 +3%
PCIA
102
Prime Capital Investment Advisors
Kansas
$673K +$666K +24,190 New
MIA
103
Milestone Investment Advisors
Wisconsin
$660K +$60.3K +2,193 +10%
MA
104
Mutual Advisors
Nebraska
$658K +$184K +6,701 +39%
DWP
105
Daymark Wealth Partners
Ohio
$644K +$397K +14,432 +166%
FTUS
106
Flow Traders U.S.
New York
$631K +$77.5K +2,818 +14%
WA
107
WESPAC Advisors
California
$619K +$48.8K +1,775 +9%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$600K +$31.8K +1,156 +6%
WIP
109
WealthCare Investment Partners
Rhode Island
$600K +$8.34K +303 +1%
WW
110
Waterfront Wealth
Kansas
$577K +$578K +21,002 New
WS
111
Wedbush Securities
California
$568K +$43.9K +1,595 +8%
CPL
112
CAP Partners LLC
Tennessee
$526K +$21.4K +777 +4%
JCM
113
Jacobi Capital Management
Pennsylvania
$505K +$214K +7,773 +75%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$504K +$253K +9,203 +104%
SFG
115
Seamount Financial Group
Colorado
$497K +$110K +4,005 +29%
SPC
116
Sigma Planning Corp
Michigan
$483K -$542K -19,685 -53%
KIM
117
Kestra Investment Management
Texas
$481K +$155K +5,624 +48%
FAIM
118
Financial Advocates Investment Management
Washington
$469K +$463K +16,844 New
TWP
119
Tempus Wealth Planning
California
$459K +$99.4K +3,613 +28%
CA
120
Calton & Associates
Florida
$457K +$452K +16,422 New
PA
121
PFG Advisors
Arizona
$436K +$206K +7,471 +91%
GFPC
122
Global Financial Private Client
Florida
$434K +$429K +15,607 New
GWSG
123
GPS Wealth Strategies Group
Colorado
$428K +$424K +15,425 New
PS
124
Principal Securities
Iowa
$419K +$73.4K +2,668 +22%
TFM
125
Trademark Financial Management
Minnesota
$400K +$396K +14,381 New

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.