CGMS icon

Capital Group US Multi-Sector Income ETF

255 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, 150 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.1M
2 -$11.4M
3 -$9.62M
4
AWS
Atria Wealth Solutions
New York
-$4.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
LongView Wealth Management
Georgia
$2.33M
PIA
102
Perennial Investment Advisors
California
$2.27M
AAS
103
Avantax Advisory Services
Texas
$2.19M
JCM
104
Jacobi Capital Management
Pennsylvania
$2.17M
LWM
105
Lodestone Wealth Management
Washington
$2.1M
5W
106
5T Wealth
California
$2.09M
MWM
107
Mascagni Wealth Management
Mississippi
$2.05M
MWM
108
Mission Wealth Management
California
$1.94M
TCG
109
Transcendent Capital Group
Oklahoma
$1.93M
MWS
110
MFA Wealth Services
California
$1.93M
Citadel Advisors
111
Citadel Advisors
Florida
$1.85M
Truist Financial
112
Truist Financial
North Carolina
$1.83M
VBWMG
113
Von Berge Wealth Management Group
California
$1.76M
SHJ
114
Sharkey, Howes & Javer
Colorado
$1.68M
TC
115
Trilogy Capital
California
$1.62M
SFG
116
Seamount Financial Group
Colorado
$1.61M
IA
117
Inspire Advisors
Idaho
$1.58M
EPW
118
Endeavor Private Wealth
Kansas
$1.56M
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$1.55M
AWM
120
Apollon Wealth Management
South Carolina
$1.53M
RC
121
Rovin Capital
Arizona
$1.46M
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.45M
OHWA
123
Oak Hill Wealth Advisors
Virginia
$1.41M
EW
124
Element Wealth
Mississippi
$1.38M
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$1.36M