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Capital Group US Multi-Sector Income ETF

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: 1425 (+11)

20% more capital invested

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

17% more funds holding

Funds holding: 268314 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
176
Asset One Wealth Management
Washington
$918K +$920K +33,188 New
CA
177
Calton & Associates
Florida
$892K +$896K +32,308 New
CWMS
178
Cannon Wealth Management Services
North Carolina
$870K +$61.7K +2,226 +8%
DWP
179
Daymark Wealth Partners
Ohio
$864K +$13.3K +479 +2%
MEAC
180
M.E. Allison & Co
Texas
$861K +$104K +3,757 +14%
PWM
181
Pines Wealth Management
North Carolina
$847K +$35.4K +1,277 +4%
BB
182
Burford Brothers
Texas
$844K -$77.5K -2,794 -8%
SEIA
183
Signature Estate & Investment Advisors
California
$821K +$13.5K +488 +2%
GAM
184
Gotham Asset Management
New York
$813K
FSBI
185
Fearless Solutions (Best Invest)
Texas
$798K -$127K -4,571 -14%
WW
186
Waterfront Wealth
Kansas
$780K +$30.1K +1,087 +4%
OL
187
Owen LaRue
Kentucky
$754K -$226K -8,170 -23%
TFP
188
TrueWealth Financial Partners
Washington
$749K +$752K +27,135 New
TBF
189
True Blue Financial
Michigan
$749K +$752K +27,135 New
UPS
190
UHLMANN PRICE SECURITIES
Illinois
$739K +$82.1K +2,963 +12%
AW
191
Alchemi Wealth
Connecticut
$734K +$736K +26,563 New
BPFA
192
Barnes Pettey Financial Advisors
Mississippi
$733K +$153K +5,516 +26%
IAS
193
Integrity Advisory Solutions
Texas
$721K -$11.8K -426 -2%
KPWS
194
Kestra Private Wealth Services
Texas
$697K +$57.5K +2,075 +9%
PS
195
Principal Securities
Iowa
$690K +$39.4K +1,422 +6%
Comerica Bank
196
Comerica Bank
Texas
$679K +$197K +7,104 +41%
MCA
197
MSH Capital Advisors
Arizona
$673K +$43.6K +1,574 +7%
CC
198
Clearwave Capital
California
$671K +$673K +24,291 New
PWA
199
Peterson Wealth Advisors
Utah
$655K -$36.1K -1,303 -5%
IA
200
IFG Advisory
Georgia
$594K +$14.1K +507 +2%

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.