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Capital Group US Multi-Sector Income ETF

252 hedge funds and large institutions have $2.03B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
3.38%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
30
Increased
147
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$2.19M +$642K +23,247 +42%
JCM
102
Jacobi Capital Management
Pennsylvania
$2.17M +$32.4K +1,172 +2%
LWM
103
Lodestone Wealth Management
Washington
$2.1M +$16.8K +609 +0.8%
5W
104
5T Wealth
California
$2.09M -$24.1K -874 -1%
MWM
105
Mascagni Wealth Management
Mississippi
$2.05M +$252K +9,134 +14%
MWM
106
Mission Wealth Management
California
$1.94M +$435K +15,735 +29%
TCG
107
Transcendent Capital Group
Oklahoma
$1.93M +$60.7K +2,197 +3%
MWS
108
MFA Wealth Services
California
$1.93M +$85.3K +3,089 +5%
Citadel Advisors
109
Citadel Advisors
Florida
$1.85M -$4.88M -176,844 -73%
Truist Financial
110
Truist Financial
North Carolina
$1.83M +$495K +18,161 +37%
VBWMG
111
Von Berge Wealth Management Group
California
$1.76M +$539K +19,478 +44%
SHJ
112
Sharkey, Howes & Javer
Colorado
$1.68M -$563K -20,367 -25%
TC
113
Trilogy Capital
California
$1.62M +$47.9K +1,734 +3%
SFG
114
Seamount Financial Group
Colorado
$1.61M +$62.4K +2,260 +4%
IA
115
Inspire Advisors
Idaho
$1.58M +$30.4K +1,102 +2%
EPW
116
Endeavor Private Wealth
Kansas
$1.56M +$373K +13,519 +31%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.55M +$1.55M +56,107 New
AWM
118
Apollon Wealth Management
South Carolina
$1.53M -$106K -3,850 -6%
RC
119
Rovin Capital
Arizona
$1.46M +$81.6K +2,954 +6%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.45M +$7.4K +268 +0.5%
OHWA
121
Oak Hill Wealth Advisors
Virginia
$1.41M +$1.41M +51,123 New
EW
122
Element Wealth
Mississippi
$1.38M +$215K +7,791 +18%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$1.36M -$2.89M -104,488 -68%
AFP
124
Ausdal Financial Partners
Iowa
$1.36M +$8.4K +304 +0.6%
CL
125
CLG LLC
California
$1.31M +$90.1K +3,261 +7%