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Capital Group US Multi-Sector Income ETF

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
126
CLG LLC
California
$1.21M -$30.1K -1,103 -2%
VBWMG
127
Von Berge Wealth Management Group
California
$1.19M +$290K +10,704 +32%
EPW
128
Endeavor Private Wealth
Kansas
$1.18M +$233K +8,520 +25%
PTC
129
Private Trust Company
Ohio
$1.16M +$875K +32,054 +306%
CSA
130
Cottage Street Advisors
Massachusetts
$1.16M +$15K +551 +1%
EW
131
Element Wealth
Mississippi
$1.15M +$301K +11,029 +35%
AC
132
AlphaCore Capital
California
$1.1M +$1.1M +40,471 New
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$1.05M -$37.9K -1,389 -3%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$1.05M +$29.9K +1,094 +3%
SWM
135
SK Wealth Management
Rhode Island
$1.04M +$187K +7,021 +22%
FTUS
136
Flow Traders U.S.
New York
$985K +$454K +16,611 +85%
CWMS
137
Cannon Wealth Management Services
North Carolina
$981K +$87.6K +3,246 +10%
BB
138
Burford Brothers
Texas
$959K +$111K +4,053 +13%
RA
139
RFG Advisory
Alabama
$954K +$581K +21,299 +156%
OL
140
Owen LaRue
Kentucky
$935K -$214K -7,828 -19%
GWM
141
Geneos Wealth Management
Colorado
$927K +$793K +18,520 +590%
JWCA
142
J.W. Cole Advisors
Florida
$913K +$913K +33,459 New
RMP
143
Richards, Merrill & Peterson
Washington
$888K +$148K +5,409 +20%
NFG
144
Nations Financial Group
Iowa
$847K +$157K +5,757 +23%
GLA
145
Good Life Advisors
Pennsylvania
$821K +$30.5K +1,116 +4%
PA
146
PFG Advisors
Arizona
$817K +$168K +6,148 +26%
MSAM
147
Moloney Securities Asset Management
Missouri
$816K +$439K +16,087 +116%
PJSIMP
148
P.J. Schmidt Investment Management (PJS)
Wisconsin
$800K +$52K +1,903 +7%
WS
149
Wedbush Securities
California
$789K -$51.1K -1,873 -6%
DWP
150
Daymark Wealth Partners
Ohio
$788K +$51.9K +1,901 +7%