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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
CCFM
201
Clear Creek Financial Management
Washington
$362K -$2.71K -100 -0.8%
AWA
202
Arkadios Wealth Advisors
Georgia
$360K +$26.2K +968 +8%
CFG
203
Cooper Financial Group
California
$356K +$4.85K +179 +1%
KCP
204
Kera Capital Partners
California
$350K
VVP
205
Venture Visionary Partners
Ohio
$348K +$342K +12,612 New
KA
206
Klingman & Associates
New York
$342K
BWP
207
Balboa Wealth Partners
Arizona
$332K +$58.9K +2,172 +22%
MA
208
Mutual Advisors
Nebraska
$321K -$385K -14,221 -55%
TWM
209
Tradition Wealth Management
Minnesota
$315K -$2.71K -100 -0.9%
LA
210
LexAurum Advisors
Kansas
$313K +$31.1K +1,149 +11%
CWM
211
Cornerstone Wealth Management
Missouri
$313K +$28.8K +1,063 +10%
EWA
212
EverSource Wealth Advisors
Alabama
$312K +$306K +11,284 New
BFA
213
Beacon Financial Advisory
Ohio
$308K +$2.11K +78 +0.7%
MSAM
214
Moloney Securities Asset Management
Missouri
$303K -$513K -18,942 -63%
MHB
215
Midwest Heritage Bank
Iowa
$300K +$75K +2,768 +34%
IAS
216
Insigneo Advisory Services
Florida
$296K
GKWIM
217
Gerber Kawasaki Wealth & Investment Management
California
$290K -$81.9K -3,021 -22%
BFG
218
Bleakley Financial Group
New Jersey
$285K -$50.1K -1,848 -15%
RCG
219
Regatta Capital Group
California
$283K +$278K +10,245 New
RA
220
RFG Advisory
Alabama
$279K -$673K -24,846 -71%
FA
221
Freestate Advisors
Kansas
$278K +$273K +10,068 New
HA
222
Herold Advisors
New York
$278K +$273K +10,059 New
LWA
223
Lantern Wealth Advisors
New York
$278K +$273K +10,059 New
AFA
224
AA Financial Advisors
Ohio
$274K
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$257K +$39.3K +1,450 +18%

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.