We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF

329 hedge funds and large institutions have $3.37B invested in Capital Group US Multi-Sector Income ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 207 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 62

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.92B → $3.37B (+$441M)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

5% more funds holding

Funds holding: 314329 (+15)

0.31% less ownership

Funds ownership: 75.04%74.72% (-0.31%)

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.34%
New
37
Increased
207
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
9C
151
9823 Capital
Texas
$1.65M +$267K +9,667 +19%
SPIA
152
Steward Partners Investment Advisory
New York
$1.65M +$439K +15,900 +36%
RMP
153
Richards, Merrill & Peterson
Washington
$1.63M -$42.8K -1,552 -3%
TFS
154
Thoroughbred Financial Services
Tennessee
$1.63M +$127K +4,590 +8%
SCA
155
Scott Capital Advisors
Oregon
$1.63M +$89K +3,224 +6%
SWM
156
Spire Wealth Management
Virginia
$1.62M +$1.22M +44,140 +286%
EW
157
Element Wealth
Mississippi
$1.55M +$25.6K +927 +2%
CSA
158
Cottage Street Advisors
Massachusetts
$1.52M +$80.6K +2,922 +6%
IPW
159
Impact Partnership Wealth
Georgia
$1.5M +$307K +11,119 +25%
AP
160
Advisortrust Partners
North Carolina
$1.49M +$584K +21,166 +63%
EWS
161
Evergreen Wealth Solutions
Pennsylvania
$1.44M +$1.46M +53,038 New
PJSIMP
162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.43M +$434K +15,734 +43%
Citigroup
163
Citigroup
New York
$1.36M +$1.25M +45,422 +1,013%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$1.35M +$44.5K +1,611 +3%
ACP
165
Argyle Capital Partners
California
$1.34M +$295K +10,690 +28%
PTC
166
Private Trust Company
Ohio
$1.34M +$62.1K +2,251 +5%
AWM
167
Apollon Wealth Management
South Carolina
$1.33M -$150K -5,429 -10%
AFP
168
Ausdal Financial Partners
Iowa
$1.3M -$132K -4,768 -9%
SA
169
Sovran Advisors
California
$1.28M -$5.91K -214 -0.5%
CWMS
170
Cannon Wealth Management Services
North Carolina
$1.26M +$410K +14,844 +47%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$1.25M +$1.27M +46,076 New
BRWA
172
B. Riley Wealth Advisors
Florida
$1.14M +$1.17M +42,277 New
VA
173
VestGen Advisors
Illinois
$1.14M -$1.26M -45,787 -52%
BIP
174
Blueprint Investment Partners
North Carolina
$1.12M +$213K +7,724 +23%
BFA
175
Blueprint Financial Advisors
North Carolina
$1.12M +$207K +7,505 +22%