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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.

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 Market Value Shares Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$42.8M 1,626,000 -230,000 -12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.57M 211,458 +211,458 New
CA
3
Crumly & Associates
Illinois
$2.32M 87,948 +87,948 New
AI
4
Atria Investments
North Carolina
$1.88M 71,475 +71,475 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.67M 63,529 +39,687 +166%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$1.65M 62,602 +62,602 New
CGPCS
7
Capital Group Private Client Services
California
$1.52M 57,685 +9,901 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.38M 52,449 +20,893 +66%
PWA
9
Pillar Wealth Advisors
Pennsylvania
$1.29M 49,085 +49,085 New
Jane Street
10
Jane Street
New York
$1.17M 44,472 -4,537 -9%
LNC
11
Lincoln National Corp
Pennsylvania
$1.12M 42,487 +32,319 +318%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.08M 41,116 +41,116 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$921K 34,996 +3,751 +12%
IA
14
Inspire Advisors
Idaho
$736K 27,962 +27,962 New
SFA
15
Souders Financial Advisors
Ohio
$690K 26,211 +26,211 New
CP
16
Capital Planning
Washington
$672K 25,364 +2,568 +11%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$369K 14,033 +8,507 +154%
CFGS
18
Concourse Financial Group Securities
Alabama
$283K 10,700 +10,700 New
HighTower Advisors
19
HighTower Advisors
Illinois
$268K 10,169 +128 +1%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$239K 9,075 +9,075 New
LWM
21
Lodestone Wealth Management
Washington
$238K 9,054 +9,054 New
WWP
22
WR Wealth Planners
Missouri
$59.9K 2,274
HI
23
Harbour Investments
Wisconsin
$44.8K 1,700 +1,700 New
LFG
24
Larson Financial Group
Missouri
$29.5K 1,120 +1,120 New
TWM
25
Tradition Wealth Management
Minnesota
$7K 250 +250 New