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Capital Group US Multi-Sector Income ETF

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

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more funds holding

Funds holding: 137170 (+33)

0.66% less ownership

Funds ownership: 66.36%65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
126
Cottage Street Advisors
Massachusetts
$394K +$389K +14,139 New
GRP
127
Global Retirement Partners
California
$363K +$359K +13,038 New
HighTower Advisors
128
HighTower Advisors
Illinois
$357K +$7.24K +263 +2%
CFG
129
Cooper Financial Group
California
$344K +$4.73K +172 +1%
SCA
130
Snowden Capital Advisors
New York
$344K
BFG
131
Bleakley Financial Group
New Jersey
$339K +$100K +3,643 +43%
MSAM
132
Moloney Securities Asset Management
Missouri
$338K +$334K +12,141 New
CWA
133
Centennial Wealth Advisory
Michigan
$320K +$316K +11,501 New
TWM
134
Tradition Wealth Management
Minnesota
$320K -$61.9K -2,250 -16%
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$313K +$309K +11,243 New
CA
136
Continuum Advisory
Idaho
$312K +$171K +6,202 +120%
BPFA
137
Barnes Pettey Financial Advisors
Mississippi
$305K +$301K +10,941 New
AWA
138
Arkadios Wealth Advisors
Georgia
$304K +$301K +10,923 New
ASN
139
Advisory Services Network
Georgia
$299K
PTC
140
Private Trust Company
Ohio
$292K +$95K +3,452 +49%
MSWM
141
McGlone Suttner Wealth Management
Wisconsin
$284K +$50.1K +1,820 +22%
BFA
142
Beacon Financial Advisory
Ohio
$283K +$280K +10,179 New
WAOI
143
Wealth Advisors of Iowa
Iowa
$280K +$277K +10,062 New
CCFM
144
Clear Creek Financial Management
Washington
$279K +$3.8K +138 +1%
AFA
145
AA Financial Advisors
Ohio
$276K
PWA
146
Peterson Wealth Advisors
Utah
$248K +$245K +8,920 New
SEIA
147
Signature Estate & Investment Advisors
California
$238K +$2.64K +96 +1%
CWM
148
Cornerstone Wealth Management
Missouri
$227K +$224K +8,138 New
UPS
149
UHLMANN PRICE SECURITIES
Illinois
$216K +$214K +7,775 New
BIP
150
Blue Investment Partners
California
$201K +$199K +7,217 New

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.