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Capital Group US Multi-Sector Income ETF

268 hedge funds and large institutions have $2.44B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 44

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $2.07B → $2.44B (+$366M)

4% more funds holding

Funds holding: 257268 (+11)

0.3% more ownership

Funds ownership: 73.44%73.74% (+0.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
31
Increased
180
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTWM
101
Hartmann Taylor Wealth Management
Texas
$2.98M +$501K +18,078 +20%
VBA
102
von Borstel & Associates
Oregon
$2.94M +$2.95M +106,285 New
WF
103
Wayfinding Financial
Washington
$2.93M +$10.7K +385 +0.4%
OFS
104
OneAscent Financial Services
Alabama
$2.93M +$25.7K +926 +0.9%
OHWA
105
Oak Hill Wealth Advisors
Virginia
$2.92M +$1.5M +54,215 +106%
GRP
106
Global Retirement Partners
California
$2.87M +$501K +18,067 +21%
SIM
107
Synergy Investment Management
Florida
$2.8M +$2.8M +100,949 New
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$2.7M +$1.33M +47,983 +97%
PIA
109
Perennial Investment Advisors
California
$2.55M +$273K +9,858 +12%
5W
110
5T Wealth
California
$2.54M +$438K +15,823 +21%
LWM
111
Lodestone Wealth Management
Washington
$2.28M +$175K +6,308 +8%
TCG
112
Transcendent Capital Group
Oklahoma
$2.28M +$345K +12,435 +18%
WA
113
WESPAC Advisors
California
$2.22M +$1.33M +47,874 +148%
JCM
114
Jacobi Capital Management
Pennsylvania
$2.21M +$32.6K +1,178 +1%
MWM
115
Mascagni Wealth Management
Mississippi
$2.18M +$121K +4,361 +6%
SC
116
Saiph Capital
New Jersey
$2.11M +$2.1M +75,872 New
Truist Financial
117
Truist Financial
North Carolina
$2.06M +$190K +6,850 +10%
MWM
118
Mission Wealth Management
California
$2.04M +$91.2K +3,291 +5%
MWS
119
MFA Wealth Services
California
$2.03M +$99.3K +3,582 +5%
KIM
120
Kestra Investment Management
Texas
$1.9M -$1.1M -39,640 -37%
SFG
121
Seamount Financial Group
Colorado
$1.82M +$196K +7,076 +12%
IA
122
Inspire Advisors
Idaho
$1.77M +$181K +6,542 +11%
EPW
123
Endeavor Private Wealth
Kansas
$1.76M +$190K +6,868 +12%
Capital International Investors
124
Capital International Investors
California
$1.75M -$1.66M -59,988 -49%
MOS
125
MGO One Seven
Ohio
$1.71M +$1.71M +61,557 New