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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

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more funds holding

Funds holding: 137170 (+33)

0.66% less ownership

Funds ownership: 66.36%65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
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
Change in
Stake
HCP
151
Hexagon Capital Partners
Arkansas
$199K +$196K +7,138 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$192K +$190K +6,905 New
SPIA
153
Steward Partners Investment Advisory
New York
$179K +$78K +2,835 +79%
CIAS
154
Capital Investment Advisory Services
North Carolina
$178K +$176K +6,395 New
FCA
155
FinTrust Capital Advisors
South Carolina
$158K +$74K +2,688 +90%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$131K +$129K +4,700 New
Comerica Bank
157
Comerica Bank
Texas
$115K
FFA
158
Farther Finance Advisors
California
$83.5K +$82.5K +3,000 New
CA
159
CoreCap Advisors
Michigan
$81K +$56.8K +2,066 +245%
IA
160
IFP Advisors
Florida
$74.2K +$15.4K +561 +27%
NFA
161
Northwest Financial Advisors
Virginia
$72.2K +$71.4K +2,594 New
LFG
162
Larson Financial Group
Missouri
$57.6K
SIS
163
Strategic Investment Solutions
Illinois
$50.1K +$49.5K +1,800 New
OW
164
Olistico Wealth
Oklahoma
$38.2K +$22.6K +822 +149%
NS
165
NBC Securities
Alabama
$34K +$33.8K +1,230 New
ATS
166
Ashton Thomas Securities
New York
$31.4K +$31.1K +1,129 New
FP
167
Financial Perspectives
Minnesota
$25.6K +$25.3K +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

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.