Capital Group US Multi-Sector Income ETF
CGMS
243 hedge funds and large institutions have $1.79B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 157 increasing their positions, 33 reducing their positions, and 13 closing their positions.
376% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 33
185% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 13
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
10% more funds holding
Funds holding: 221 → 243 (+22)
1% more ownership
Funds ownership: 69.32% → 70.32% (+1%)
24% less capital invested
Capital invested by funds: $2.36B → $1.79B (-$572M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$74.9M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$68.9M |
| 3 |
Morgan Stanley
New York
|
+$32.9M |
| 4 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$19.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
American Trust
Lexington,
Kentucky
|
-$6.91M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$3.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$3.3M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.18M |
| 5 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
-$1.72M |
CGMS Hedge Fund Activity: Q1 2025 in Review
243 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q1 2025, worth a combined $1.79B — down 24% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CGMS positions and 13 closed out — a net gain of 24 holders — while 157 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $74.9M. The largest seller was American Trust, exiting entirely with an estimated $6.91M sold.
- 243 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q1 2025, up from 221 in Q4 2024.
- Funds reported $1.79B of Capital Group US Multi-Sector Income ETF stock for Q1 2025, down 24% quarter-over-quarter.
- 37 funds opened new Capital Group US Multi-Sector Income ETF positions in Q1 2025 and 13 closed out, a net change of +24 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q1 2025 was LPL Financial, an estimated $74.9M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q1 2025 was American Trust, an estimated $6.91M sold.
Based on aggregated 13F filings for Q1 2025.