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Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
151
Wedbush Securities
California
$910K +$109K +4,038 +14%
WA
152
WESPAC Advisors
California
$890K +$117K +4,330 +16%
PA
153
PFG Advisors
Arizona
$840K +$13.3K +491 +2%
GAM
154
Gotham Asset Management
New York
$813K +$798K +29,430 New
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$807K -$2.19K -81 -0.3%
PWM
156
Pines Wealth Management
North Carolina
$799K +$135K +4,966 +21%
SEIA
157
Signature Estate & Investment Advisors
California
$794K +$779K +28,749 New
DWP
158
Daymark Wealth Partners
Ohio
$781K -$15.9K -588 -2%
ACP
159
Argyle Capital Partners
California
$780K +$172K +6,349 +29%
WW
160
Waterfront Wealth
Kansas
$736K -$488 -18 -0.1%
CA
161
Calton & Associates
Florida
$734K +$130K +4,807 +22%
MEAC
162
M.E. Allison & Co
Texas
$715K +$293K +10,827 +72%
PWA
163
Peterson Wealth Advisors
Utah
$705K -$12.8K -473 -2%
TWP
164
Tempus Wealth Planning
California
$686K +$11.6K +429 +2%
PS
165
Principal Securities
Iowa
$652K +$238K +8,789 +59%
MIA
166
Milestone Investment Advisors
Wisconsin
$635K -$78K -2,877 -11%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$632K +$26.5K +978 +4%
UPS
168
UHLMANN PRICE SECURITIES
Illinois
$625K +$296K +10,937 +93%
GWP
169
Gateway Wealth Partners
Wisconsin
$621K +$210K +7,737 +52%
CPL
170
CAP Partners LLC
Tennessee
$610K +$13.1K +484 +2%
GWM
171
Geneos Wealth Management
Colorado
$610K +$11.1K +410 +2%
GLA
172
Good Life Advisors
Pennsylvania
$605K -$222K -8,184 -27%
WCM
173
Wellington Capital Management
Maryland
$587K +$2.01M +74,041 New
SPIA
174
Steward Partners Investment Advisory
New York
$565K +$39.9K +1,473 +8%
WIP
175
WealthCare Investment Partners
Rhode Island
$560K -$15.7K -579 -3%

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.