We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF

27 hedge funds and large institutions have $68M invested in Capital Group US Multi-Sector Income ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

93% more funds holding

Funds holding: 1427 (+13)

7% more capital invested

Capital invested by funds: $63.3M → $68M (+$4.68M)

25.22% less ownership

Funds ownership: 99.32%74.11% (-25%)

Holders
27
Holders Change
+13
Holders Change %
+92.86%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$42.8M -$6.03M -230,000 -12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.57M +$5.54M +211,458 New
CA
3
Crumly & Associates
Illinois
$2.32M +$2.3M +87,948 New
AI
4
Atria Investments
North Carolina
$1.88M +$1.87M +71,475 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.67M +$1.04M +39,687 +166%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$1.65M +$1.64M +62,602 New
CGPCS
7
Capital Group Private Client Services
California
$1.52M +$259K +9,901 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.38M +$547K +20,893 +66%
PWA
9
Pillar Wealth Advisors
Pennsylvania
$1.29M +$1.29M +49,085 New
Jane Street
10
Jane Street
New York
$1.17M -$119K -4,537 -9%
LNC
11
Lincoln National Corp
Pennsylvania
$1.12M +$847K +32,319 +318%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.08M +$1.08M +41,116 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$921K +$98.3K +3,751 +12%
IA
14
Inspire Advisors
Idaho
$736K +$733K +27,962 New
SFA
15
Souders Financial Advisors
Ohio
$690K +$687K +26,211 New
CP
16
Capital Planning
Washington
$672K +$67.3K +2,568 +11%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$369K +$223K +8,507 +154%
CFGS
18
Concourse Financial Group Securities
Alabama
$283K +$280K +10,700 New
HighTower Advisors
19
HighTower Advisors
Illinois
$268K +$3.35K +128 +1%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$239K +$238K +9,075 New
LWM
21
Lodestone Wealth Management
Washington
$238K +$237K +9,054 New
WWP
22
WR Wealth Planners
Missouri
$59.9K
HI
23
Harbour Investments
Wisconsin
$44.8K +$44.5K +1,700 New
LFG
24
Larson Financial Group
Missouri
$29.5K +$29.3K +1,120 New
TWM
25
Tradition Wealth Management
Minnesota
$7K +$6.55K +250 New

CGMS Hedge Fund Activity: Q1 2023 in Review

27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q1 2023, worth a combined $68M — up 7.4% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGMS positions and 1 closed out — a net gain of 14 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $5.54M. The largest seller was Capital International Investors, cutting an estimated $6.03M.

  • 27 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q1 2023, up from 14 in Q4 2022.
  • Funds reported $68M of Capital Group US Multi-Sector Income ETF stock for Q1 2023, up 7.4% quarter-over-quarter.
  • 15 funds opened new Capital Group US Multi-Sector Income ETF positions in Q1 2023 and 1 closed out, a net change of +14 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $5.54M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q1 2023 was Capital International Investors, an estimated $6.03M sold.

Based on aggregated 13F filings for Q1 2023.