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Capital Group US Multi-Sector Income ETF
CGMS

243 hedge funds and large institutions have $1.79B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 157 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 33

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

10% more funds holding

Funds holding: 221 → 243 (+22)

1% more ownership

Funds ownership: 69.32% → 70.32% (+1%)

24% less capital invested

Capital invested by funds: $2.36B → $1.79B (-$572M)

Holders
243
Holders Change
+22
Holders Change %
+9.95%
% of All Funds
3.26%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
37
Increased
157
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$74.9M
2
Raymond James Financial
Raymond James Financial
Florida
+$68.9M
3
Morgan Stanley
Morgan Stanley
New York
+$32.9M
4
BWP
BlueStem Wealth Partners
Minnesota
+$19.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
AT
American Trust
Kentucky
-$6.91M
2
AWE
Avidian Wealth Enterprises
Texas
-$3.9M
3
Capital International Investors
Capital International Investors
California
-$3.3M
4
IAA
Independent Advisor Alliance
North Carolina
-$3.18M
5
PWA
Peterson Wealth Advisors
Utah
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$2.11M +$1.64M +59,885 +341%
5W
102
5T Wealth
California
$2.09M -$141K -5,132 -6%
LWM
103
Lodestone Wealth Management
Washington
$2.06M +$66.1K +2,408 +3%
TCG
104
Transcendent Capital Group
Oklahoma
$1.85M +$229K +8,326 +14%
LWM
105
LongView Wealth Management
Georgia
$1.82M +$332K +12,084 +22%
MWS
106
MFA Wealth Services
California
$1.82M -$58.1K -2,116 -3%
MWM
107
Mascagni Wealth Management
Mississippi
$1.78M – – –
CWA
108
Centennial Wealth Advisory
Michigan
$1.62M +$618K +22,523 +61%
AWM
109
Apollon Wealth Management
South Carolina
$1.62M -$93.1K -3,391 -5%
TC
110
Trilogy Capital
California
$1.56M -$1.33M -48,376 -46%
IA
111
Inspire Advisors
Idaho
$1.54M +$167K +6,078 +12%
SFG
112
Seamount Financial Group
Colorado
$1.53M +$310K +11,281 +25%
AAS
113
Avantax Advisory Services
Texas
$1.53M +$112K +4,066 +8%
MWM
114
Mission Wealth Management
California
$1.49M +$1.49M +54,455 New
CA
115
CoreCap Advisors
Michigan
$1.45M -$345K -12,588 -19%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$1.42M +$231K +8,431 +19%
PIA
117
Perennial Investment Advisors
California
$1.42M +$777K +28,296 +120%
SA
118
Sovran Advisors
California
$1.36M +$1.4M +50,923 New
MFG
119
Merit Financial Group
Georgia
$1.36M +$1.37M +49,896 New
RC
120
Rovin Capital
Arizona
$1.36M +$1.37M +49,766 New
Truist Financial
121
Truist Financial
North Carolina
$1.34M +$175K +6,384 +15%
KIM
122
Kestra Investment Management
Texas
$1.33M +$705K +25,687 +111%
AFP
123
Ausdal Financial Partners
Iowa
$1.33M +$75.8K +2,763 +6%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.31M +$1.32M +48,151 New
TFS
125
Thoroughbred Financial Services
Tennessee
$1.31M +$824K +30,037 +168%
3 4
5
6 7

CGMS Hedge Fund Activity: Q1 2025 in Review

243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q1 2025, worth a combined $1.79B — down 24% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGMS positions and 13 closed out — a net gain of 24 holders — while 157 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $74.9M. The largest seller was American Trust, exiting entirely with an estimated $6.91M sold.

  • 243 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q1 2025, up from 221 in Q4 2024.
  • Funds reported $1.79B of Capital Group US Multi-Sector Income ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 37 funds opened new Capital Group US Multi-Sector Income ETF positions in Q1 2025 and 13 closed out, a net change of +24 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q1 2025 was LPL Financial, an estimated $74.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q1 2025 was American Trust, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2025.