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Capital Group US Multi-Sector Income ETF

105 hedge funds and large institutions have $368M invested in Capital Group US Multi-Sector Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
62
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$35.8M +$12.6M +466,270 +54%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.2M +$5.21M +192,533 +25%
Osaic Holdings
3
Osaic Holdings
Arizona
$19.6M -$2.42M -89,397 -11%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$13M +479,935 +422%
WAS
5
Winch Advisory Services
Wisconsin
$14.9M +$7.23M +267,257 +94%
LNC
6
Lincoln National Corp
Pennsylvania
$14.7M +$3.26M +120,438 +28%
SI
7
Stephens Inc
Arkansas
$14M +$14M +516,042 New
Jane Street
8
Jane Street
New York
$13.7M -$4.77M -176,519 -26%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.8M +$2M +73,799 +18%
UBS Group
10
UBS Group
Switzerland
$12.2M +$8.24M +304,612 +207%
TA
11
TrueWealth Advisors
Alabama
$11.8M -$970K -35,888 -8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.83M +$8.73M +322,782 +791%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.63M +$2.85M +105,512 +42%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.66M +$7.44M +275,301 +614%
VA
15
Valmark Advisers
Ohio
$8.51M +$2.62M +96,798 +44%
DJSG
16
D.J. St. Germain
Massachusetts
$7.3M +$336K +12,412 +5%
AWS
17
Atria Wealth Solutions
New York
$6.2M +$1.31M +48,221 +27%
CAN
18
Cetera Advisor Networks
California
$6.17M +$3.61M +133,526 +141%
RJA
19
Raymond James & Associates
Florida
$5.91M +$1.22M +45,090 +26%
BIP
20
Bouvel Investment Partners
Pennsylvania
$5.77M -$199K -7,350 -3%
SFA
21
Souders Financial Advisors
Ohio
$5.72M +$513K +18,975 +10%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$4.79M +$431K +15,950 +10%
HI
23
Harbour Investments
Wisconsin
$4.79M +$755K +27,936 +19%
VC
24
Vicus Capital
Pennsylvania
$4.77M +$266K +9,850 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.21M +$751K +27,773 +22%