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Capital Group US Multi-Sector Income ETF
CGMS

82 hedge funds and large institutions have $248M invested in Capital Group US Multi-Sector Income ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

683% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 6

87% more capital invested

Capital invested by funds: $133M → $248M (+$115M)

44% more funds holding

Funds holding: 57 → 82 (+25)

4.13% more ownership

Funds ownership: 63.34% → 67.48% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
82
Holders Change
+25
Holders Change %
+43.86%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
47
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.93M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.86M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.62M
5
Jane Street
Jane Street
New York
+$7.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$3.58M
2
OMC
Old Mission Capital
Illinois
-$1.01M
3
AI
Atria Investments
North Carolina
-$655K
4
SPC
Sigma Planning Corp
Michigan
-$600K
5
DJSG
D.J. St. Germain
Massachusetts
-$599K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$23.1M +$9.93M +382,418 +81%
Osaic Holdings
2
Osaic Holdings
Arizona
$22M +$8.24M +317,279 +64%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21M +$9.86M +379,948 +96%
Jane Street
4
Jane Street
New York
$18.4M +$7.6M +292,903 +75%
TA
5
TrueWealth Advisors
Alabama
$12.7M +$1.96M +75,603 +19%
LNC
6
Lincoln National Corp
Pennsylvania
$11.4M +$2.37M +91,272 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.8M +$7.62M +293,368 +275%
WAS
8
Winch Advisory Services
Wisconsin
$7.7M +$7.31M +281,751 +8,057%
DJSG
9
D.J. St. Germain
Massachusetts
$6.95M -$599K -23,055 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.77M +$497K +19,151 +8%
BIP
11
Bouvel Investment Partners
Pennsylvania
$5.96M -$67.1K -2,583 -1%
VA
12
Valmark Advisers
Ohio
$5.88M +$5.66M +217,959 New
SFA
13
Souders Financial Advisors
Ohio
$5.19M +$455K +17,509 +10%
AWS
14
Atria Wealth Solutions
New York
$4.89M +$4.46M +171,788 +2,067%
RJA
15
Raymond James & Associates
Florida
$4.68M +$4.5M +173,447 New
VC
16
Vicus Capital
Pennsylvania
$4.5M +$3.43M +132,304 +385%
Capital International Investors
17
Capital International Investors
California
$4.45M -$3.58M -138,000 -46%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$4.35M +$107K +4,106 +3%
HI
19
Harbour Investments
Wisconsin
$4.03M +$2.76M +106,490 +249%
UBS Group
20
UBS Group
Switzerland
$3.98M +$2.06M +79,184 +116%
PFS
21
Prospera Financial Services
Texas
$3.92M +$3.77M +145,239 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.45M +$827K +31,845 +33%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$2M +76,937 +209%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.99M +$1.28M +49,239 +80%
CA
25
Crumly & Associates
Illinois
$2.95M +$281K +10,819 +11%
1
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CGMS Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2023, worth a combined $248M — up 87% from $133M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CGMS positions and 2 closed out — a net gain of 25 holders — while 47 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.93M. The largest seller was Capital International Investors, cutting an estimated $3.58M.

  • 82 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $248M of Capital Group US Multi-Sector Income ETF stock for Q4 2023, up 87% quarter-over-quarter.
  • 27 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2023 was LPL Financial, an estimated $9.93M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2023 was Capital International Investors, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2023.