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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$223M
2
Raymond James Financial
2
Raymond James Financial
Florida
$109M
3
Morgan Stanley
3
Morgan Stanley
New York
$162M
4
BWP
4
BlueStem Wealth Partners
Minnesota
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$99.3M

Top Sellers

1
AT
1
American Trust
Kentucky
$0
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
Capital International Investors
3
Capital International Investors
California
$2.51M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
PWA
5
Peterson Wealth Advisors
Utah
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
Lodestone Wealth Management
Washington
$2.06M +$65.7K +2,408 +3%
TCG
102
Transcendent Capital Group
Oklahoma
$1.85M +$227K +8,326 +14%
LWM
103
LongView Wealth Management
Georgia
$1.82M +$330K +12,084 +22%
MWS
104
MFA Wealth Services
California
$1.82M -$57.8K -2,116 -3%
MWM
105
Mascagni Wealth Management
Mississippi
$1.78M – – –
CWA
106
Centennial Wealth Advisory
Michigan
$1.62M +$615K +22,523 +61%
AWM
107
Apollon Wealth Management
South Carolina
$1.62M -$92.6K -3,391 -5%
TC
108
Trilogy Capital
California
$1.56M -$1.32M -48,376 -46%
IA
109
Inspire Advisors
Idaho
$1.54M +$166K +6,078 +12%
SFG
110
Seamount Financial Group
Colorado
$1.53M +$308K +11,281 +25%
AAS
111
Avantax Advisory Services
Texas
$1.53M +$111K +4,066 +8%
MWM
112
Mission Wealth Management
California
$1.49M +$1.49M +54,455 New
CA
113
CoreCap Advisors
Michigan
$1.45M -$344K -12,588 -19%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$1.42M +$230K +8,431 +19%
PIA
115
Perennial Investment Advisors
California
$1.42M +$772K +28,296 +120%
SA
116
Sovran Advisors
California
$1.36M +$1.36M +50,923 New
MFG
117
Merit Financial Group
Georgia
$1.36M +$1.36M +49,896 New
RC
118
Rovin Capital
Arizona
$1.36M +$1.36M +49,766 New
Truist Financial
119
Truist Financial
North Carolina
$1.34M +$174K +6,384 +15%
KIM
120
Kestra Investment Management
Texas
$1.33M +$701K +25,687 +111%
AFP
121
Ausdal Financial Partners
Iowa
$1.33M +$75.4K +2,763 +6%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.31M +$1.31M +48,151 New
TFS
123
Thoroughbred Financial Services
Tennessee
$1.31M +$820K +30,037 +168%
SFS
124
Sowell Financial Services
Arkansas
$1.27M -$23.1K -845 -2%
AAS
125
Ameritas Advisory Services
Nebraska
$1.25M +$104K +3,796 +9%
3 4
5
6 7