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Capital Group US Multi-Sector Income ETF

252 hedge funds and large institutions have $2.03B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
3.38%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
30
Increased
147
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
201
Klingman & Associates
New York
$342K
BWP
202
Balboa Wealth Partners
Arizona
$332K +$60K +2,172 +22%
MA
203
Mutual Advisors
Nebraska
$321K -$394K -14,221 -55%
TWM
204
Tradition Wealth Management
Minnesota
$315K -$2.76K -100 -0.9%
LA
205
LexAurum Advisors
Kansas
$313K +$31.7K +1,149 +11%
CWM
206
Cornerstone Wealth Management
Missouri
$313K +$29.4K +1,063 +10%
EWA
207
EverSource Wealth Advisors
Alabama
$312K +$312K +11,284 New
BFA
208
Beacon Financial Advisory
Ohio
$308K +$2.15K +78 +0.7%
MSAM
209
Moloney Securities Asset Management
Missouri
$303K -$523K -18,942 -63%
MHB
210
Midwest Heritage Bank
Iowa
$300K +$76.5K +2,768 +34%
IAS
211
Insigneo Advisory Services
Florida
$296K
GKWIM
212
Gerber Kawasaki Wealth & Investment Management
California
$290K -$83.4K -3,021 -22%
BFG
213
Bleakley Financial Group
New Jersey
$285K -$51K -1,848 -15%
RCG
214
Regatta Capital Group
California
$283K +$283K +10,245 New
RA
215
RFG Advisory
Alabama
$279K -$686K -24,846 -71%
FA
216
Freestate Advisors
Kansas
$278K +$278K +10,068 New
HA
217
Herold Advisors
New York
$278K +$278K +10,059 New
LWA
218
Lantern Wealth Advisors
New York
$278K +$278K +10,059 New
AFA
219
AA Financial Advisors
Ohio
$274K
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$257K +$40K +1,450 +18%
TFM
221
Trademark Financial Management
Minnesota
$233K -$218K -7,878 -48%
IWM
222
IHT Wealth Management
Illinois
$230K +$230K +8,332 New
FFA
223
Farther Finance Advisors
California
$228K +$145K +5,244 +175%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$222K +$222K +8,032 New
WWM
225
Western Wealth Management
Colorado
$211K -$580 -21 -0.3%