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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Perennial Investment Advisors
California
$3.55M +$1.01M +36,561 +40%
Citadel Advisors
102
Citadel Advisors
Florida
$3.53M -$1.24M -44,699 -26%
LWM
103
LongView Wealth Management
Georgia
$3.53M +$554K +20,001 +19%
NFS
104
NewCorp Financial Services
Georgia
$3.5M +$3.51M +126,569 New
BCI
105
Brinker Capital Investments
Pennsylvania
$3.49M +$370K +13,348 +12%
GRP
106
Global Retirement Partners
California
$3.44M +$584K +21,081 +20%
Cerity Partners
107
Cerity Partners
New York
$3.42M +$3.44M +123,983 New
FA
108
Fiduciary Alliance
South Carolina
$3.42M +$164K +5,905 +5%
JP Morgan Chase
109
JP Morgan Chase
New York
$3.41M -$709K -25,567 -17%
KFSN
110
Keystone Financial Services (Nebraska)
Nebraska
$3.39M +$86.2K +3,110 +3%
DC
111
Davenport & Co
Virginia
$3.35M +$52K +1,876 +2%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$3.19M -$93.5K -3,372 -3%
FFWA
113
Forthright Family Wealth Advisory
Texas
$3.14M +$115K +4,147 +4%
RA
114
Rubicon Advisors
California
$3.14M +$3.15M +113,505 New
HTWM
115
Hartmann Taylor Wealth Management
Texas
$3.1M +$136K +4,894 +5%
TCWM
116
Total Clarity Wealth Management
Illinois
$3.05M +$62.3K +2,248 +2%
OFS
117
OneAscent Financial Services
Alabama
$2.98M +$59.4K +2,143 +2%
SIM
118
Synergy Investment Management
Florida
$2.86M +$76.2K +2,750 +3%
LWM
119
Lodestone Wealth Management
Washington
$2.76M +$488K +17,619 +21%
5W
120
5T Wealth
California
$2.64M +$112K +4,057 +4%
AssetMark Inc
121
AssetMark Inc
California
$2.64M -$5.39M -194,459 -67%
PA
122
ProCore Advisors
California
$2.54M +$2.55M +92,101 New
SWM
123
SK Wealth Management
Rhode Island
$2.49M +$1.09M +39,341 +78%
TCG
124
Transcendent Capital Group
Oklahoma
$2.48M +$214K +7,714 +9%
VA
125
VestGen Advisors
Illinois
$2.41M -$5.76M -207,630 -70%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.