We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF
CGMS

137 hedge funds and large institutions have $568M invested in Capital Group US Multi-Sector Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $368M → $568M (+$200M)

30% more funds holding

Funds holding: 105 → 137 (+32)

2.58% more ownership

Funds ownership: 63.78% → 66.36% (+2.6%)

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
74
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
3
Wells Fargo
Wells Fargo
California
+$17.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
5
LPL Financial
LPL Financial
California
+$15.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$4.57M
3
SPC
Sigma Planning Corp
Michigan
-$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
5
LNWWM
Laird Norton Wetherby Wealth Management
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
126
Ashton Thomas Private Wealth
Arizona
$109K +$109K +4,060 New
SPIA
127
Steward Partners Investment Advisory
New York
$96.9K +$55.4K +2,058 +133%
FCA
128
FinTrust Capital Advisors
South Carolina
$80.8K – – –
IA
129
IFP Advisors
Florida
$56.7K +$56.6K +2,105 New
LFG
130
Larson Financial Group
Missouri
$55.7K – – –
IGWM
131
ICA Group Wealth Management
Colorado
$38K -$63.2K -2,350 -62%
TCG
132
Transcendent Capital Group
Oklahoma
$31.8K +$31.8K +1,183 New
MHR
133
Matthew Hamilton Rosenberg
$24.5K +$24.5K +911 New
CA
134
CoreCap Advisors
Michigan
$22.7K +$22.7K +843 New
OW
135
Olistico Wealth
Oklahoma
$14.8K +$14.8K +550 New
AF
136
Allworth Financial
California
$13.6K -$9.42K -350 -41%
BCMLT
137
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.48K +$2.48K +92 New
LNC
138
Lincoln National Corp
Pennsylvania
– -$14.7M -543,425 Closed
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
– -$803K -29,682 Closed
LNWWM
140
Laird Norton Wetherby Wealth Management
California
– -$421K -15,562 Closed
CBFP
141
Cedar Brook Financial Partners
Ohio
– -$225K -8,334 Closed
Fidelity Investments
142
Fidelity Investments
Massachusetts
– -$27 -1 Closed
2 3 4 5
6

CGMS Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2024, worth a combined $568M — up 54% from $368M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGMS positions and 5 closed out — a net gain of 34 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $14.7M sold.

  • 137 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $568M of Capital Group US Multi-Sector Income ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 39 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2024 and 5 closed out, a net change of +34 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $31.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2024.