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Capital Group US Multi-Sector Income ETF
CGMS

44 hedge funds and large institutions have $110M invested in Capital Group US Multi-Sector Income ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

63% more funds holding

Funds holding: 27 → 44 (+17)

61% more capital invested

Capital invested by funds: $68M → $110M (+$41.6M)

2.98% more ownership

Funds ownership: 74.11% → 77.09% (+3%)

Holders
44
Holders Change
+17
Holders Change %
+62.96%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$11.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.14M
3
SFA
Souders Financial Advisors
Ohio
+$3.9M
4
LPL Financial
LPL Financial
California
+$3.68M
5
LNC
Lincoln National Corp
Pennsylvania
+$3.03M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$11M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$1.65M
3
CP
Capital Planning
Washington
-$53K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$26.2K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$31.4M -$11M -420,000 -26%
Jane Street
2
Jane Street
New York
$12.6M +$11.5M +437,991 +985%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.48M +$7.14M +272,995 +520%
DJSG
4
D.J. St. Germain
Massachusetts
$8.05M +$8.08M +308,891 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.17M +$1.5M +57,260 +26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.75M +$245K +9,367 +4%
SFA
7
Souders Financial Advisors
Ohio
$4.57M +$3.9M +149,158 +569%
LNC
8
Lincoln National Corp
Pennsylvania
$4.12M +$3.03M +115,831 +273%
LPL Financial
9
LPL Financial
California
$3.66M +$3.68M +140,641 New
AI
10
Atria Investments
North Carolina
$2.87M +$1.01M +38,608 +54%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.41M +$763K +29,161 +46%
CA
12
Crumly & Associates
Illinois
$2.41M +$120K +4,591 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.53M +$466K +17,816 +43%
CGPCS
14
Capital Group Private Client Services
California
$1.52M +$22.1K +845 +1%
PWA
15
Pillar Wealth Advisors
Pennsylvania
$1.29M +$16.1K +616 +1%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.19M +$1.2M +45,702 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$907K -$4.97K -190 -0.5%
VC
18
Vicus Capital
Pennsylvania
$891K +$895K +34,203 New
IA
19
Inspire Advisors
Idaho
$761K +$32.3K +1,235 +4%
DC
20
Davenport & Co
Virginia
$694K +$697K +26,631 New
CAN
21
Cetera Advisor Networks
California
$635K +$638K +24,362 New
CP
22
Capital Planning
Washington
$611K -$53K -2,026 -8%
UBS Group
23
UBS Group
Switzerland
$609K +$609K +23,263 +19,714%
HI
24
Harbour Investments
Wisconsin
$588K +$546K +20,876 +1,228%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$452K +$87K +3,323 +24%
1
2

CGMS Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2023, worth a combined $110M — up 61% from $68M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CGMS positions and 1 closed out — a net gain of 17 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $11.5M. The largest seller was Capital International Investors, cutting an estimated $11M.

  • 44 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2023, up from 27 in Q1 2023.
  • Funds reported $110M of Capital Group US Multi-Sector Income ETF stock for Q2 2023, up 61% quarter-over-quarter.
  • 18 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2023 and 1 closed out, a net change of +17 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2023 was Jane Street, an estimated $11.5M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2023 was Capital International Investors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2023.