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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
101
Synergy Investment Management
Florida
$1.42M +$1.42M +52,179 New
AAS
102
Avantax Advisory Services
Texas
$1.41M +$670K +24,575 +90%
IA
103
Inspire Advisors
Idaho
$1.37M +$41.1K +1,506 +3%
SFS
104
Sowell Financial Services
Arkansas
$1.3M +$532K +19,486 +70%
AFP
105
Ausdal Financial Partners
Iowa
$1.26M +$139K +5,085 +12%
CL
106
CLG LLC
California
$1.23M +$1.23M +45,265 New
SFG
107
Seamount Financial Group
Colorado
$1.22M +$736K +26,986 +151%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.19M +$159K +5,826 +15%
Truist Financial
109
Truist Financial
North Carolina
$1.17M +$1.17M +42,711 New
OL
110
Owen LaRue
Kentucky
$1.15M -$897K -32,888 -44%
AAS
111
Ameritas Advisory Services
Nebraska
$1.15M +$302K +11,057 +36%
CSA
112
Cottage Street Advisors
Massachusetts
$1.14M +$754K +27,648 +196%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$918K +33,632 +487%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$1.09M -$9.55K -350 -0.9%
Renaissance Technologies
115
Renaissance Technologies
New York
$1.06M -$1.53M -56,000 -59%
CFGS
116
Concourse Financial Group Securities
Alabama
$1.04M +$125K +4,564 +14%
OFS
117
OneAscent Financial Services
Alabama
$1.01M +$1.01M +37,154 New
CWA
118
Centennial Wealth Advisory
Michigan
$1.01M +$692K +25,383 +221%
PCIA
119
Prime Capital Investment Advisors
Kansas
$960K +$300K +10,983 +45%
EPW
120
Endeavor Private Wealth
Kansas
$944K +$944K +34,601 New
VBWMG
121
Von Berge Wealth Management Group
California
$917K +$141K +5,111 +18%
CWMS
122
Cannon Wealth Management Services
North Carolina
$907K -$213K -7,773 -19%
SWM
123
SK Wealth Management
Rhode Island
$876K +$1.39K +51 +0.2%
EW
124
Element Wealth
Mississippi
$851K +$851K +31,202 New
BB
125
Burford Brothers
Texas
$847K -$113K -4,135 -12%