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Capital Group US Multi-Sector Income ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.1M 856,825 +382,418 +81%
Osaic Holdings
2
Osaic Holdings
Arizona
$22M 814,160 +317,279 +64%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21M 777,213 +379,948 +96%
Jane Street
4
Jane Street
New York
$18.4M 683,350 +292,903 +75%
TA
5
TrueWealth Advisors
Alabama
$12.7M 472,375 +75,603 +19%
LNC
6
Lincoln National Corp
Pennsylvania
$11.4M 422,987 +91,272 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.8M 400,034 +293,368 +275%
WAS
8
Winch Advisory Services
Wisconsin
$7.7M 285,248 +281,751 +8,057%
DJSG
9
D.J. St. Germain
Massachusetts
$6.95M 257,612 -23,055 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.77M 250,677 +19,151 +8%
BIP
11
Bouvel Investment Partners
Pennsylvania
$5.96M 220,813 -2,583 -1%
VA
12
Valmark Advisers
Ohio
$5.88M 217,959 +217,959 New
SFA
13
Souders Financial Advisors
Ohio
$5.19M 192,423 +17,509 +10%
AWS
14
Atria Wealth Solutions
New York
$4.89M 180,097 +171,788 +2,067%
RJA
15
Raymond James & Associates
Florida
$4.68M 173,447 +173,447 New
VC
16
Vicus Capital
Pennsylvania
$4.5M 166,655 +132,304 +385%
Capital International Investors
17
Capital International Investors
California
$4.45M 165,000 -138,000 -46%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$4.35M 161,317 +4,106 +3%
HI
19
Harbour Investments
Wisconsin
$4.03M 149,193 +106,490 +249%
UBS Group
20
UBS Group
Switzerland
$3.98M 147,347 +79,184 +116%
PFS
21
Prospera Financial Services
Texas
$3.92M 145,239 +145,239 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.45M 127,800 +31,845 +33%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.07M 113,712 +76,937 +209%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.99M 110,847 +49,239 +80%
CA
25
Crumly & Associates
Illinois
$2.95M 109,146 +10,819 +11%