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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 %
TWM
176
Tradition Wealth Management
Minnesota
$314K
Comerica Bank
177
Comerica Bank
Texas
$312K +$199K +7,304 +176%
BFA
178
Beacon Financial Advisory
Ohio
$300K +$22.3K +819 +8%
IAS
179
Insigneo Advisory Services
Florida
$293K +$293K +10,723 New
MSWM
180
McGlone Suttner Wealth Management
Wisconsin
$288K +$9.66K +354 +3%
PTC
181
Private Trust Company
Ohio
$286K
CCFM
182
Clear Creek Financial Management
Washington
$277K +$3.38K +124 +1%
AFA
183
AA Financial Advisors
Ohio
$270K
MCA
184
MSH Capital Advisors
Arizona
$270K +$270K +9,882 New
UPS
185
UHLMANN PRICE SECURITIES
Illinois
$268K +$55.5K +2,035 +26%
HighTower Advisors
186
HighTower Advisors
Illinois
$268K -$82.2K -3,012 -23%
WIA
187
World Investment Advisors
California
$262K +$262K +9,603 New
BCA
188
Bay Colony Advisors
Massachusetts
$254K -$989K -36,239 -80%
CWM
189
Cornerstone Wealth Management
Missouri
$252K +$30.1K +1,105 +14%
MEAC
190
M.E. Allison & Co
Texas
$243K +$243K +8,895 New
RFG
191
RFP Financial Group
Georgia
$229K -$6.98M -255,768 -97%
MHB
192
Midwest Heritage Bank
Iowa
$221K +$221K +8,103 New
LA
193
LexAurum Advisors
Kansas
$217K +$217K +7,966 New
JBA
194
Johnson Bixby & Associates
Washington
$215K +$215K +7,892 New
MWM
195
Modern Wealth Management
Kansas
$210K +$210K +7,701 New
GWP
196
Gateway Wealth Partners
Wisconsin
$202K +$202K +7,416 New
FFS
197
Founders Financial Securities
Maryland
$200K +$200K +7,336 New
HCP
198
Hexagon Capital Partners
Arkansas
$195K
CIAS
199
Capital Investment Advisory Services
North Carolina
$174K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$154K +$25.9K +950 +20%