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Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$1.36M -$2.83M -104,488 -68%
AFP
127
Ausdal Financial Partners
Iowa
$1.36M +$8.24K +304 +0.6%
CL
128
CLG LLC
California
$1.31M +$88.4K +3,261 +7%
RMP
129
Richards, Merrill & Peterson
Washington
$1.29M +$386K +14,260 +44%
SWM
130
SK Wealth Management
Rhode Island
$1.24M +$157K +5,810 +15%
PCIA
131
Prime Capital Investment Advisors
Kansas
$1.21M -$1.39M -51,265 -54%
DC
132
DeDora Capital
California
$1.19M -$11.2M -413,198 -91%
CSA
133
Cottage Street Advisors
Massachusetts
$1.19M +$16K +590 +1%
SWP
134
Stratos Wealth Partners
Ohio
$1.19M +$1.16M +42,904 New
PTC
135
Private Trust Company
Ohio
$1.18M
AAS
136
Ameritas Advisory Services
Nebraska
$1.16M -$98.4K -3,631 -8%
AC
137
AlphaCore Capital
California
$1.12M -$2.47K -91 -0.2%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$1.11M +$46.9K +1,731 +5%
TFS
139
Thoroughbred Financial Services
Tennessee
$1.07M -$249K -9,191 -19%
OMC
140
Old Mission Capital
Illinois
$1.03M -$3.56M -131,255 -78%
LWA
141
LifeGoal Wealth Advisors
New York
$999K -$2.87M -105,969 -75%
JWCA
142
J.W. Cole Advisors
Florida
$998K +$72.6K +2,678 +8%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$995K -$64.5K -2,380 -6%
CWMS
144
Cannon Wealth Management Services
North Carolina
$974K -$29.7K -1,095 -3%
SA
145
Sovran Advisors
California
$972K -$422K -15,570 -31%
BCI
146
Brinker Capital Investments
Pennsylvania
$951K +$324K +11,952 +53%
BB
147
Burford Brothers
Texas
$937K -$32.1K -1,186 -3%
OL
148
Owen LaRue
Kentucky
$933K -$13.2K -486 -1%
NFG
149
Nations Financial Group
Iowa
$924K +$65.9K +2,430 +8%
FSBI
150
Fearless Solutions (Best Invest)
Texas
$923K +$23.9K +880 +3%

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.