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Capital Group US Multi-Sector Income ETF
CGMS

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 14 → 25 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268 → 314 (+46)

1.3% more ownership

Funds ownership: 73.74% → 75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$100M
2
Wells Fargo
Wells Fargo
California
+$46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.8M
4
UBS Group
UBS Group
Switzerland
+$24.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$23.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$11.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.91M
3
VA
VestGen Advisors
Illinois
-$5.76M
4
AssetMark Inc
AssetMark Inc
California
-$5.39M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFH
151
Eaton Financial Holdings
Florida
$1.5M +$250K +9,030 +20%
AWM
152
Apollon Wealth Management
South Carolina
$1.5M +$12.2K +439 +0.8%
CSA
153
Cottage Street Advisors
Massachusetts
$1.46M +$90.5K +3,266 +7%
WS
154
Wedbush Securities
California
$1.45M +$203K +7,316 +16%
AFP
155
Ausdal Financial Partners
Iowa
$1.45M +$16.3K +589 +1%
9C
156
9823 Capital
Texas
$1.41M +$1.41M +50,869 New
JWCA
157
J.W. Cole Advisors
Florida
$1.39M +$285K +10,269 +26%
CWRP
158
Cassady Wealth & Retirement Planning
Nevada
$1.37M +$1.38M +49,718 New
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$1.33M +$122K +4,415 +10%
IAIM
160
International Assets Investment Management
Florida
$1.31M +$1.31M +47,325 New
SA
161
Sovran Advisors
California
$1.31M +$142K +5,114 +12%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$1.29M +$810K +29,235 +166%
PTC
163
Private Trust Company
Ohio
$1.29M +$60.7K +2,191 +5%
TC
164
Trilogy Capital
California
$1.23M -$417K -15,028 -25%
SPIA
165
Steward Partners Investment Advisory
New York
$1.23M +$540K +19,493 +78%
IPW
166
Impact Partnership Wealth
Georgia
$1.22M +$103K +3,700 +9%
AC
167
AlphaCore Capital
California
$1.16M +$6.38K +230 +0.5%
ACP
168
Argyle Capital Partners
California
$1.06M +$105K +3,790 +11%
PJSIMP
169
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.02M +$69.2K +2,498 +7%
WIA
170
World Investment Advisors
California
$1M +$502K +18,109 +100%
NFG
171
Nations Financial Group
Iowa
$968K +$10.3K +373 +1%
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$948K -$24.7K -891 -3%
BFA
173
Blueprint Financial Advisors
North Carolina
$925K +$222K +8,003 +31%
BIP
174
Blueprint Investment Partners
North Carolina
$925K +$222K +8,003 +31%
AP
175
Advisortrust Partners
North Carolina
$922K +$925K +33,371 New
5 6
7
8 9

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.