CGMS icon

Capital Group US Multi-Sector Income ETF

255 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, 150 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.1M
2 -$11.4M
3 -$9.62M
4
AWS
Atria Wealth Solutions
New York
-$4.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Cooper Financial Group
California
$356K
KCP
202
Kera Capital Partners
California
$350K
VVP
203
Venture Visionary Partners
Ohio
$348K
KA
204
Klingman & Associates
New York
$342K
BWP
205
Balboa Wealth Partners
Arizona
$332K
MA
206
Mutual Advisors
Nebraska
$321K
TWM
207
Tradition Wealth Management
Minnesota
$315K
LA
208
LexAurum Advisors
Kansas
$313K
CWM
209
Cornerstone Wealth Management
Missouri
$313K
EWA
210
EverSource Wealth Advisors
Alabama
$312K
BFA
211
Beacon Financial Advisory
Ohio
$308K
MSAM
212
Moloney Securities Asset Management
Missouri
$303K
MHB
213
Midwest Heritage Bank
Iowa
$300K
IAS
214
Insigneo Advisory Services
Florida
$296K
GKWIM
215
Gerber Kawasaki Wealth & Investment Management
California
$290K
BFG
216
Bleakley Financial Group
New Jersey
$285K
RCG
217
Regatta Capital Group
California
$283K
RA
218
RFG Advisory
Alabama
$279K
FA
219
Freestate Advisors
Kansas
$278K
HA
220
Herold Advisors
New York
$278K
LWA
221
Lantern Wealth Advisors
New York
$278K
AFA
222
AA Financial Advisors
Ohio
$274K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$257K
TFM
224
Trademark Financial Management
Minnesota
$233K
IWM
225
IHT Wealth Management
Illinois
$230K