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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
126
Wedbush Securities
California
$840K +$284K +10,400 +51%
IPA
127
Investment Planning Advisors
Georgia
$810K +$50.8K +1,861 +7%
GLA
128
Good Life Advisors
Pennsylvania
$790K -$569K -20,872 -42%
PJSIMP
129
P.J. Schmidt Investment Management (PJS)
Wisconsin
$747K +$254K +9,301 +51%
MIA
130
Milestone Investment Advisors
Wisconsin
$744K +$97.7K +3,580 +15%
RMP
131
Richards, Merrill & Peterson
Washington
$740K +$740K +27,135 New
DWP
132
Daymark Wealth Partners
Ohio
$735K +$105K +3,835 +17%
NFG
133
Nations Financial Group
Iowa
$690K -$49.2K -1,804 -7%
PWM
134
Pines Wealth Management
North Carolina
$686K +$686K +25,295 New
PA
135
PFG Advisors
Arizona
$648K +$221K +8,092 +52%
PIA
136
Perennial Investment Advisors
California
$644K +$644K +23,613 New
KIM
137
Kestra Investment Management
Texas
$633K +$162K +5,933 +34%
WIP
138
WealthCare Investment Partners
Rhode Island
$602K +$9.64K +354 +2%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$595K +$6.87K +252 +1%
WW
140
Waterfront Wealth
Kansas
$595K +$21.8K +798 +4%
WA
141
WESPAC Advisors
California
$591K -$15.5K -569 -3%
ASN
142
Advisory Services Network
Georgia
$584K +$280K +10,275 +92%
GRP
143
Global Retirement Partners
California
$573K +$217K +7,950 +61%
BCM
144
Brookstone Capital Management
Illinois
$542K +$542K +19,858 New
CPL
145
CAP Partners LLC
Tennessee
$537K +$21.7K +794 +4%
FTUS
146
Flow Traders U.S.
New York
$531K -$87.6K -3,212 -14%
TWP
147
Tempus Wealth Planning
California
$519K +$69.8K +2,557 +16%
MA
148
Mutual Advisors
Nebraska
$508K -$145K -5,316 -22%
TFS
149
Thoroughbred Financial Services
Tennessee
$488K +$488K +17,898 New
SCA
150
Snowden Capital Advisors
New York
$486K +$150K +5,492 +45%