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Capital Group US Multi-Sector Income ETF

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
151
Hexagon Capital Partners
Arkansas
$199K +$199K +7,138 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$192K +$192K +6,905 New
SPIA
153
Steward Partners Investment Advisory
New York
$179K +$78.9K +2,835 +79%
CIAS
154
Capital Investment Advisory Services
North Carolina
$178K +$178K +6,395 New
FCA
155
FinTrust Capital Advisors
South Carolina
$158K +$74.8K +2,688 +90%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$131K +$131K +4,700 New
Comerica Bank
157
Comerica Bank
Texas
$115K
FFA
158
Farther Finance Advisors
California
$83.5K +$83.5K +3,000 New
CA
159
CoreCap Advisors
Michigan
$81K +$57.5K +2,066 +245%
IA
160
IFP Advisors
Florida
$74.2K +$15.6K +561 +27%
NFA
161
Northwest Financial Advisors
Virginia
$72.2K +$72.2K +2,594 New
LFG
162
Larson Financial Group
Missouri
$57.6K
SIS
163
Strategic Investment Solutions
Illinois
$50.1K +$50.1K +1,800 New
OW
164
Olistico Wealth
Oklahoma
$38.2K +$22.9K +822 +149%
NS
165
NBC Securities
Alabama
$34K +$34K +1,230 New
ATS
166
Ashton Thomas Securities
New York
$31.4K +$31.4K +1,129 New
FP
167
Financial Perspectives
Minnesota
$25.6K +$25.6K +920 New
AF
168
Allworth Financial
California
$13.9K
BCMLT
169
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.56K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$28 +$28 +1 New
OMC
171
Old Mission Capital
Illinois
-$2.27M -84,501 Closed
PWA
172
Pillar Wealth Advisors
Pennsylvania
-$1.13M -41,980 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
-$980K -36,418 Closed
CP
174
Capital Planning
Washington
-$693K -25,761 Closed
BWP
175
Balboa Wealth Partners
Arizona
-$281K -10,454 Closed