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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 %
GWM
201
Geneos Wealth Management
Colorado
$85.7K +$85.7K +3,140 New
FFA
202
Farther Finance Advisors
California
$81.8K
IA
203
IFP Advisors
Florida
$80.2K +$7.45K +273 +10%
HWA
204
HHM Wealth Advisors
Tennessee
$74.4K +$74.4K +2,727 New
AF
205
Advisornet Financial
Minnesota
$74.1K +$74.1K +2,715 New
SIS
206
Strategic Investment Solutions
Illinois
$73.8K +$24.7K +907 +50%
LFG
207
Larson Financial Group
Missouri
$71.5K +$15K +551 +27%
GM
208
GeoWealth Management
Illinois
$61K +$61K +2,237 New
VAG
209
VisionPoint Advisory Group
Texas
$58.9K +$58.9K +2,162 New
TSMHT
210
Thurston Springer Miller Herd & Titak
Indiana
$50.9K +$50.9K +1,865 New
OW
211
Olistico Wealth
Oklahoma
$35.6K -$1.83K -67 -5%
FP
212
Financial Perspectives
Minnesota
$31.3K +$6.17K +226 +25%
CAWM
213
Capital A Wealth Management
Pennsylvania
$24.6K +$24.6K +901 New
MCM
214
MAI Capital Management
Ohio
$11.1K +$11.1K +406 New
BCMLT
215
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.22K +$1.72K +63 +68%
AAG
216
Armstrong Advisory Group
Massachusetts
$3.19K +$3.19K +117 New
DFA
217
DHJJ Financial Advisors
Illinois
$1.91K +$1.91K +70 New
NS
218
NBC Securities
Alabama
$33 -$40.6K -1,229 -100%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$27
Lido Advisors
220
Lido Advisors
California
-$2.41M -86,515 Closed
CA
221
Calton & Associates
Florida
-$457K -16,422 Closed
SEIA
222
Signature Estate & Investment Advisors
California
-$238K -8,560 Closed
NFA
223
Northwest Financial Advisors
Virginia
-$72.2K -2,594 Closed
ATS
224
Ashton Thomas Securities
New York
-$31.4K -1,129 Closed
AF
225
Allworth Financial
California
-$13.9K -500 Closed