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Capital Group US Multi-Sector Income ETF

268 hedge funds and large institutions have $2.44B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 44

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $2.07B → $2.44B (+$366M)

4% more funds holding

Funds holding: 257268 (+11)

0.3% more ownership

Funds ownership: 73.44%73.74% (+0.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
31
Increased
180
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
201
GPS Wealth Strategies Group
Colorado
$434K +$18K +650 +4%
GFPC
202
Global Financial Private Client
Florida
$433K
IPA
203
Investment Planning Advisors
Georgia
$428K -$66.8K -2,409 -14%
BCM
204
Brookstone Capital Management
Illinois
$426K -$32.3K -1,167 -7%
IFG
205
Independent Financial Group
California
$409K -$7.37K -266 -2%
SWM
206
Spire Wealth Management
Virginia
$406K +$20.6K +744 +5%
MHB
207
Midwest Heritage Bank
Iowa
$405K +$103K +3,730 +34%
BIG
208
Brookwood Investment Group
Arizona
$390K
AWA
209
Arkadios Wealth Advisors
Georgia
$369K +$6.98K +252 +2%
MA
210
Mutual Advisors
Nebraska
$355K +$32.1K +1,160 +10%
PAS
211
Parsonex Advisory Services
Colorado
$355K +$354K +12,785 New
KCP
212
Kera Capital Partners
California
$352K
CWM
213
Cornerstone Wealth Management
Missouri
$348K +$33.7K +1,217 +11%
HighTower Advisors
214
HighTower Advisors
Illinois
$347K -$125K -4,497 -26%
KA
215
Klingman & Associates
New York
$344K
CCFM
216
Clear Creek Financial Management
Washington
$343K -$21.4K -774 -6%
FA
217
Freestate Advisors
Kansas
$333K +$53.8K +1,941 +19%
SIS
218
Strategic Investment Solutions
Illinois
$332K +$152K +5,500 +85%
TWM
219
Tradition Wealth Management
Minnesota
$330K +$13.9K +500 +4%
SWP
220
Sagespring Wealth Partners
Tennessee
$322K +$116K +4,192 +57%
RCG
221
Regatta Capital Group
California
$320K +$35.7K +1,290 +13%
EWA
222
EverSource Wealth Advisors
Alabama
$320K +$6.54K +236 +2%
SFS
223
Security Financial Services
Indiana
$318K +$111K +3,991 +53%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$314K +$55.4K +2,000 +22%
BFA
225
Beacon Financial Advisory
Ohio
$310K +$471 +17 +0.2%