CGMS icon

Capital Group US Multi-Sector Income ETF

253 hedge funds and large institutions have $2.04B 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, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
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 -$11.3M
4
Morgan Stanley
Morgan Stanley
New York
-$9.62M
5
AWS
Atria Wealth Solutions
New York
-$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Perennial Investment Advisors
California
$2.27M
AAS
102
Avantax Advisory Services
Texas
$2.19M
JCM
103
Jacobi Capital Management
Pennsylvania
$2.17M
LWM
104
Lodestone Wealth Management
Washington
$2.1M
5W
105
5T Wealth
California
$2.09M
MWM
106
Mascagni Wealth Management
Mississippi
$2.05M
MWM
107
Mission Wealth Management
California
$1.94M
TCG
108
Transcendent Capital Group
Oklahoma
$1.93M
MWS
109
MFA Wealth Services
California
$1.93M
Citadel Advisors
110
Citadel Advisors
Florida
$1.85M
Truist Financial
111
Truist Financial
North Carolina
$1.83M
VBWMG
112
Von Berge Wealth Management Group
California
$1.76M
SHJ
113
Sharkey, Howes & Javer
Colorado
$1.68M
TC
114
Trilogy Capital
California
$1.62M
SFG
115
Seamount Financial Group
Colorado
$1.61M
IA
116
Inspire Advisors
Idaho
$1.58M
EPW
117
Endeavor Private Wealth
Kansas
$1.56M
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.55M
AWM
119
Apollon Wealth Management
South Carolina
$1.53M
RC
120
Rovin Capital
Arizona
$1.46M
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.45M
OHWA
122
Oak Hill Wealth Advisors
Virginia
$1.41M
EW
123
Element Wealth
Mississippi
$1.38M
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$1.36M
AFP
125
Ausdal Financial Partners
Iowa
$1.36M