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Capital Group US Multi-Sector Income ETF
CGMS

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 14 → 25 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268 → 314 (+46)

1.3% more ownership

Funds ownership: 73.74% → 75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$100M
2
Wells Fargo
Wells Fargo
California
+$46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.8M
4
UBS Group
UBS Group
Switzerland
+$24.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$23.9M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.91M
3
VA
VestGen Advisors
Illinois
-$5.76M
4
AssetMark Inc
AssetMark Inc
California
-$5.39M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$2.39M +$347K +12,504 +17%
JCM
127
Jacobi Capital Management
Pennsylvania
$2.35M +$144K +5,182 +6%
SC
128
Saiph Capital
New Jersey
$2.33M +$235K +8,486 +11%
MWM
129
Mascagni Wealth Management
Mississippi
$2.19M +$21.6K +778 +1%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$2.18M +$515K +18,590 +31%
MOS
131
MGO One Seven
Ohio
$2.17M +$469K +16,902 +27%
CL
132
CLG LLC
California
$2.08M +$646K +23,286 +45%
MWS
133
MFA Wealth Services
California
$2.08M +$58.6K +2,114 +3%
GWM
134
Greenline Wealth Management
Florida
$2.07M +$2.08M +75,040 New
MFWP
135
Mosaic Family Wealth Partners
Missouri
$1.94M +$1.95M +70,409 New
VVP
136
Venture Visionary Partners
Ohio
$1.93M +$1.36M +48,893 +234%
SFG
137
Seamount Financial Group
Colorado
$1.92M +$110K +3,972 +6%
MW
138
Merited Wealth
Florida
$1.91M +$1.91M +68,973 New
EPW
139
Endeavor Private Wealth
Kansas
$1.89M +$133K +4,813 +8%
DAS
140
Dynamic Advisor Solutions
Arizona
$1.86M -$2.11M -75,953 -53%
IA
141
Inspire Advisors
Idaho
$1.81M +$49.9K +1,801 +3%
FTUS
142
Flow Traders U.S.
New York
$1.73M +$925K +33,361 +114%
RMP
143
Richards, Merrill & Peterson
Washington
$1.69M +$433K +15,607 +34%
BHFP
144
Blom & Howell Financial Planning
California
$1.68M +$1.68M +60,716 New
PCIA
145
Prime Capital Investment Advisors
Kansas
$1.6M +$116K +4,191 +8%
GWP
146
Gateway Wealth Partners
Wisconsin
$1.57M +$501K +18,064 +47%
RC
147
Rovin Capital
Arizona
$1.55M +$94.4K +3,407 +6%
EW
148
Element Wealth
Mississippi
$1.55M +$41.4K +1,493 +3%
SCA
149
Scott Capital Advisors
Oregon
$1.55M +$1.05M +37,770 +207%
TFS
150
Thoroughbred Financial Services
Tennessee
$1.52M +$212K +7,645 +16%
4 5
6
7 8

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.