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Capital Group US Multi-Sector Income ETF

329 hedge funds and large institutions have $3.37B invested in Capital Group US Multi-Sector Income ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 207 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 62

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.92B → $3.37B (+$441M)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

5% more funds holding

Funds holding: 314329 (+15)

0.31% less ownership

Funds ownership: 75.04%74.72% (-0.31%)

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.34%
New
37
Increased
207
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
$2.6M +$1.34M +48,580 +104%
AssetMark Inc
127
AssetMark Inc
California
$2.57M -$31.8K -1,154 -1%
CL
128
CLG LLC
California
$2.5M +$456K +16,517 +22%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$2.5M -$1.02M -37,033 -29%
TCG
130
Transcendent Capital Group
Oklahoma
$2.47M +$25.7K +931 +1%
MOS
131
MGO One Seven
Ohio
$2.47M +$341K +12,370 +16%
SWM
132
SK Wealth Management
Rhode Island
$2.42M -$35.8K -1,298 -1%
JCM
133
Jacobi Capital Management
Pennsylvania
$2.34M +$25.5K +925 +1%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$2.3M +$155K +5,631 +7%
CWRP
135
Cassady Wealth & Retirement Planning
Nevada
$2.26M +$903K +32,733 +66%
SC
136
Saiph Capital
New Jersey
$2.25M -$46.7K -1,691 -2%
BHFP
137
Blom & Howell Financial Planning
California
$2.11M +$465K +16,841 +28%
MWS
138
MFA Wealth Services
California
$2.09M +$35.4K +1,282 +2%
VVP
139
Venture Visionary Partners
Ohio
$2.05M +$150K +5,427 +8%
AFA
140
AA Financial Advisors
Ohio
$2.04M +$1.57M +56,957 +314%
MW
141
Merited Wealth
Florida
$2.01M +$138K +4,997 +7%
PA
142
ProCore Advisors
California
$1.94M -$580K -21,011 -23%
EPW
143
Endeavor Private Wealth
Kansas
$1.91M +$45.3K +1,643 +2%
IA
144
Inspire Advisors
Idaho
$1.89M +$107K +3,890 +6%
PCIA
145
Prime Capital Investment Advisors
Kansas
$1.89M +$323K +11,705 +20%
IAIM
146
International Assets Investment Management
Florida
$1.86M +$577K +20,920 +44%
GWM
147
Greenline Wealth Management
Florida
$1.85M -$194K -7,019 -9%
WIA
148
World Investment Advisors
California
$1.8M +$824K +29,850 +82%
EFH
149
Eaton Financial Holdings
Florida
$1.76M +$287K +10,412 +19%
WS
150
Wedbush Securities
California
$1.69M +$267K +9,657 +18%