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Capital Group US Multi-Sector Income ETF

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
201
Beacon Financial Advisory
Ohio
$302K +$2.02K +74 +0.7%
IAS
202
Insigneo Advisory Services
Florida
$293K
CWM
203
Cornerstone Wealth Management
Missouri
$280K +$27.9K +1,023 +11%
LA
204
LexAurum Advisors
Kansas
$278K +$60.8K +2,227 +28%
AFA
205
AA Financial Advisors
Ohio
$270K
BWP
206
Balboa Wealth Partners
Arizona
$269K +$269K +9,852 New
IA
207
IFG Advisory
Georgia
$225K +$225K +8,255 New
MHB
208
Midwest Heritage Bank
Iowa
$221K
OLA
209
Oliver Luxxe Assets
New Jersey
$218K +$218K +8,000 New
JBA
210
Johnson Bixby & Associates
Washington
$215K
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$214K +$60.1K +2,200 +39%
WWM
212
Western Wealth Management
Colorado
$209K +$209K +7,649 New
OWA
213
Opal Wealth Advisors
New York
$199K +$199K +7,277 New
HCP
214
Hexagon Capital Partners
Arkansas
$195K
CIAS
215
Capital Investment Advisory Services
North Carolina
$193K +$18.7K +685 +11%
SIS
216
Strategic Investment Solutions
Illinois
$177K +$103K +3,765 +139%
US Bancorp
217
US Bancorp
Minnesota
$143K +$143K +5,229 New
AssetMark Inc
218
AssetMark Inc
California
$135K +$135K +4,952 New
ACA
219
Aptus Capital Advisors
Alabama
$86.8K +$86.8K +3,178 New
VWWMG
220
Vermillion & White Wealth Management Group
Pennsylvania
$85.4K +$85.4K +3,127 New
Bank of America
221
Bank of America
North Carolina
$84.9K +$84.9K +3,111 New
FFA
222
Farther Finance Advisors
California
$82K
IA
223
IFP Advisors
Florida
$80.8K +$546 +20 +0.7%
AF
224
Advisornet Financial
Minnesota
$74.1K
TSMHT
225
Thurston Springer Miller Herd & Titak
Indiana
$72.4K +$21.5K +788 +42%