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Capital Group US Multi-Sector Income ETF

57 hedge funds and large institutions have $133M invested in Capital Group US Multi-Sector Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
57
Holders Change
+13
Holders Change %
+29.55%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
31
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$12.7M 496,881 +171,437 +53%
LPL Financial
2
LPL Financial
California
$12.1M 474,407 +333,766 +237%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.1M 397,265 +122,128 +44%
TA
4
TrueWealth Advisors
Alabama
$10.1M 396,772 +396,772 New
Jane Street
5
Jane Street
New York
$9.97M 390,447 -92,016 -19%
LNC
6
Lincoln National Corp
Pennsylvania
$8.47M 331,715 +173,397 +110%
Capital International Investors
7
Capital International Investors
California
$7.73M 303,000 -903,000 -75%
DJSG
8
D.J. St. Germain
Massachusetts
$7.16M 280,667 -28,224 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.91M 231,526 +10,701 +5%
BIP
10
Bouvel Investment Partners
Pennsylvania
$5.7M 223,396 +223,396 New
SFA
11
Souders Financial Advisors
Ohio
$4.46M 174,914 -455 -0.3%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$4.01M 157,211 +139,855 +806%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.72M 106,666 +13,976 +15%
AI
14
Atria Investments
North Carolina
$2.68M 105,147 -4,936 -4%
CA
15
Crumly & Associates
Illinois
$2.51M 98,327 +5,788 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.45M 95,955 +37,023 +63%
UBS Group
17
UBS Group
Switzerland
$1.74M 68,163 +44,782 +192%
CGPCS
18
Capital Group Private Client Services
California
$1.58M 61,824 +3,294 +6%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.57M 61,608 +15,906 +35%
PWA
20
Pillar Wealth Advisors
Pennsylvania
$1.28M 50,285 +584 +1%
SPC
21
Sigma Planning Corp
Michigan
$1.27M 49,673 +33,194 +201%
DC
22
Davenport & Co
Virginia
$1.18M 46,074 +19,443 +73%
HI
23
Harbour Investments
Wisconsin
$1.09M 42,703 +20,127 +89%
Stifel Financial
24
Stifel Financial
Missouri
$1.07M 41,928 +27,466 +190%
OMC
25
Old Mission Capital
Illinois
$1.01M 39,673 +39,673 New