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Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$2.36M +$2.31M +85,299 New
LWM
102
LongView Wealth Management
Georgia
$2.33M +$478K +17,646 +26%
PIA
103
Perennial Investment Advisors
California
$2.27M +$819K +30,235 +58%
AAS
104
Avantax Advisory Services
Texas
$2.19M +$630K +23,247 +42%
JCM
105
Jacobi Capital Management
Pennsylvania
$2.17M +$31.8K +1,172 +2%
LWM
106
Lodestone Wealth Management
Washington
$2.1M +$16.5K +609 +0.8%
5W
107
5T Wealth
California
$2.09M -$23.7K -874 -1%
MWM
108
Mascagni Wealth Management
Mississippi
$2.05M +$248K +9,134 +14%
MWM
109
Mission Wealth Management
California
$1.94M +$426K +15,735 +29%
TCG
110
Transcendent Capital Group
Oklahoma
$1.93M +$59.5K +2,197 +3%
MWS
111
MFA Wealth Services
California
$1.93M +$83.7K +3,089 +5%
Citadel Advisors
112
Citadel Advisors
Florida
$1.85M -$4.79M -176,844 -73%
Truist Financial
113
Truist Financial
North Carolina
$1.83M +$492K +18,161 +37%
VBWMG
114
Von Berge Wealth Management Group
California
$1.76M +$528K +19,478 +44%
SHJ
115
Sharkey, Howes & Javer
Colorado
$1.68M -$552K -20,367 -25%
TC
116
Trilogy Capital
California
$1.62M +$47K +1,734 +3%
SFG
117
Seamount Financial Group
Colorado
$1.61M +$61.3K +2,260 +4%
IA
118
Inspire Advisors
Idaho
$1.58M +$29.9K +1,102 +2%
EPW
119
Endeavor Private Wealth
Kansas
$1.56M +$366K +13,519 +31%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.55M +$1.52M +56,107 New
AWM
121
Apollon Wealth Management
South Carolina
$1.53M -$104K -3,850 -6%
RC
122
Rovin Capital
Arizona
$1.46M +$80.1K +2,954 +6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.45M +$7.26K +268 +0.5%
OHWA
124
Oak Hill Wealth Advisors
Virginia
$1.41M +$1.39M +51,123 New
EW
125
Element Wealth
Mississippi
$1.38M +$211K +7,791 +18%

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.