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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$46.5M
2
LPL Financial
2
LPL Financial
California
$89.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$70M
4
Wells Fargo
4
Wells Fargo
California
$38.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.51M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Capital International Investors
3
Capital International Investors
California
$1.42M
4
PWA
4
Pillar Wealth Advisors
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
126
Cottage Street Advisors
Massachusetts
$394K +$394K +14,139 New
GRP
127
Global Retirement Partners
California
$363K +$363K +13,038 New
HighTower Advisors
128
HighTower Advisors
Illinois
$357K +$7.32K +263 +2%
CFG
129
Cooper Financial Group
California
$344K +$4.79K +172 +1%
SCA
130
Snowden Capital Advisors
New York
$344K – – –
BFG
131
Bleakley Financial Group
New Jersey
$339K +$101K +3,643 +43%
MSAM
132
Moloney Securities Asset Management
Missouri
$338K +$338K +12,141 New
CWA
133
Centennial Wealth Advisory
Michigan
$320K +$320K +11,501 New
TWM
134
Tradition Wealth Management
Minnesota
$320K -$62.6K -2,250 -16%
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$313K +$313K +11,243 New
CA
136
Continuum Advisory
Idaho
$312K +$170K +6,202 +120%
BPFA
137
Barnes Pettey Financial Advisors
Mississippi
$305K +$305K +10,941 New
AWA
138
Arkadios Wealth Advisors
Georgia
$304K +$304K +10,923 New
ASN
139
Advisory Services Network
Georgia
$299K – – –
PTC
140
Private Trust Company
Ohio
$292K +$96.1K +3,452 +49%
MSWM
141
McGlone Suttner Wealth Management
Wisconsin
$284K +$50.7K +1,820 +22%
BFA
142
Beacon Financial Advisory
Ohio
$283K +$283K +10,179 New
WAOI
143
Wealth Advisors of Iowa
Iowa
$280K +$280K +10,062 New
CCFM
144
Clear Creek Financial Management
Washington
$279K +$3.84K +138 +1%
AFA
145
AA Financial Advisors
Ohio
$276K – – –
PWA
146
Peterson Wealth Advisors
Utah
$248K +$248K +8,920 New
SEIA
147
Signature Estate & Investment Advisors
California
$238K +$2.67K +96 +1%
CWM
148
Cornerstone Wealth Management
Missouri
$227K +$227K +8,138 New
UPS
149
UHLMANN PRICE SECURITIES
Illinois
$216K +$216K +7,775 New
BIP
150
Blue Investment Partners
California
$201K +$201K +7,217 New
4 5
6
7 8