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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
151
Jacobi Capital Management
Pennsylvania
$480K -$14.8K -542 -3%
SPIA
152
Steward Partners Investment Advisory
New York
$466K +$291K +10,652 +166%
FAIM
153
Financial Advocates Investment Management
Washington
$464K +$4.67K +171 +1%
KPWS
154
Kestra Private Wealth Services
Texas
$464K +$464K +17,010 New
FIM
155
Freedom Investment Management
Connecticut
$444K +$444K +16,271 New
SPC
156
Sigma Planning Corp
Michigan
$429K -$43.8K -1,605 -9%
GFPC
157
Global Financial Private Client
Florida
$426K
GWSG
158
GPS Wealth Strategies Group
Colorado
$424K +$3.41K +125 +0.8%
GKWIM
159
Gerber Kawasaki Wealth & Investment Management
California
$418K +$112K +4,095 +36%
PS
160
Principal Securities
Iowa
$405K -$6.28K -230 -2%
ACM
161
Aurdan Capital Management
Pennsylvania
$404K +$404K +14,810 New
TFM
162
Trademark Financial Management
Minnesota
$385K -$6.88K -252 -2%
MSAM
163
Moloney Securities Asset Management
Missouri
$377K +$45.7K +1,674 +14%
SWM
164
Spire Wealth Management
Virginia
$377K +$377K +13,812 New
OPS
165
Orion Portfolio Solutions
Nebraska
$375K +$375K +13,756 New
BCI
166
Brinker Capital Investments
Pennsylvania
$375K +$375K +13,756 New
FEM
167
Fulcrum Equity Management
Texas
$375K +$375K +13,737 New
RA
168
RFG Advisory
Alabama
$372K +$372K +13,653 New
WWP
169
WR Wealth Planners
Missouri
$365K -$336K -12,313 -48%
CA
170
Continuum Advisory
Idaho
$365K +$54.6K +2,003 +18%
CFG
171
Cooper Financial Group
California
$342K +$5.48K +201 +2%
WAOI
172
Wealth Advisors of Iowa
Iowa
$336K +$61.9K +2,269 +23%
BFG
173
Bleakley Financial Group
New Jersey
$332K
AWA
174
Arkadios Wealth Advisors
Georgia
$320K +$21.7K +795 +7%
BPFA
175
Barnes Pettey Financial Advisors
Mississippi
$317K +$18.6K +683 +6%