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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
SPC
176
Sigma Planning Corp
Michigan
$525K -$10.1K -371 -2%
SCA
177
Snowden Capital Advisors
New York
$524K +$30.4K +1,122 +6%
IPW
178
Impact Partnership Wealth
Georgia
$516K +$506K +18,676 New
WIA
179
World Investment Advisors
California
$502K +$71.8K +2,650 +17%
KPWS
180
Kestra Private Wealth Services
Texas
$502K -$93.8K -3,462 -16%
IPA
181
Investment Planning Advisors
Georgia
$493K -$259K -9,569 -35%
MCA
182
MSH Capital Advisors
Arizona
$491K +$126K +4,657 +35%
ACM
183
Aurdan Capital Management
Pennsylvania
$485K +$21.6K +796 +5%
BAG
184
Bridgewealth Advisory Group
California
$470K +$461K +17,007 New
HighTower Advisors
185
HighTower Advisors
Illinois
$470K +$158K +5,817 +52%
FAIM
186
Financial Advocates Investment Management
Washington
$469K -$23.1K -854 -5%
WAOI
187
Wealth Advisors of Iowa
Iowa
$467K -$90.4K -3,337 -16%
MSWM
188
McGlone Suttner Wealth Management
Wisconsin
$458K -$27K -995 -6%
BCM
189
Brookstone Capital Management
Illinois
$457K -$26.7K -986 -6%
CA
190
Continuum Advisory
Idaho
$452K +$37.2K +1,373 +9%
BPFA
191
Barnes Pettey Financial Advisors
Mississippi
$449K +$60.9K +2,248 +16%
GFPC
192
Global Financial Private Client
Florida
$431K
Comerica Bank
193
Comerica Bank
Texas
$424K +$78.8K +2,906 +23%
IA
194
IFG Advisory
Georgia
$420K +$189K +6,958 +84%
IFG
195
Independent Financial Group
California
$414K +$176K +6,489 +76%
GWSG
196
GPS Wealth Strategies Group
Colorado
$414K -$6.78K -250 -2%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$405K -$908K -33,505 -70%
BIG
198
Brookwood Investment Group
Arizona
$389K +$3.93K +145 +1%
SWM
199
Spire Wealth Management
Virginia
$383K +$1K +37 +0.3%
MWM
200
Modern Wealth Management
Kansas
$366K +$45.9K +1,692 +15%

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.