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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPL
201
CAP Partners LLC
Tennessee
$591K +$25.7K +928 +5%
LWA
202
Lantern Wealth Advisors
New York
$579K +$125K +4,523 +28%
DAS
203
Diversify Advisory Services
Utah
$578K +$578K +20,843 New
WIP
204
WealthCare Investment Partners
Rhode Island
$573K +$8.65K +312 +2%
SCA
205
Snowden Capital Advisors
New York
$573K -$1.5K -54 -0.3%
CFG
206
Cooper Financial Group
California
$566K +$9.34K +337 +2%
AWA
207
Arkadios Wealth Advisors
Georgia
$556K +$189K +6,825 +51%
MSWM
208
McGlone Suttner Wealth Management
Wisconsin
$555K +$97K +3,500 +21%
GWA
209
Gutierrez Wealth Advisory
Arkansas
$526K +$239K +8,624 +83%
MIA
210
Milestone Investment Advisors
Wisconsin
$522K -$103K -3,721 -16%
TWP
211
Tempus Wealth Planning
California
$512K +$35.4K +1,276 +7%
Northern Trust
212
Northern Trust
Illinois
$509K +$511K +18,416 New
IPA
213
Investment Planning Advisors
Georgia
$502K +$76.6K +2,762 +18%
AFA
214
AA Financial Advisors
Ohio
$501K +$225K +8,129 +81%
ACM
215
Aurdan Capital Management
Pennsylvania
$494K +$1.58K +57 +0.3%
CA
216
Continuum Advisory
Idaho
$490K -$70.3K -2,535 -12%
RIS
217
Richmond Investment Services
Wisconsin
$488K +$214K +7,724 +78%
MWM
218
Modern Wealth Management
Kansas
$487K +$49.8K +1,797 +11%
CWM
219
Cornerstone Wealth Management
Missouri
$484K +$138K +4,962 +40%
MHB
220
Midwest Heritage Bank
Iowa
$472K +$69.2K +2,496 +17%
SPC
221
Sigma Planning Corp
Michigan
$465K -$3.1K -112 -0.7%
BAG
222
Bridgewealth Advisory Group
California
$455K +$12.3K +445 +3%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$444K -$201K -7,251 -31%
CFG
224
Compton Financial Group
Maryland
$437K +$439K +15,835 New
FA
225
Freestate Advisors
Kansas
$434K +$103K +3,722 +31%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.