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Capital Group US Multi-Sector Income ETF

137 hedge funds and large institutions have $568M invested in Capital Group US Multi-Sector Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
74
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$51M 1,894,706 +571,611 +43%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.4M 1,427,118 +953,285 +201%
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M 1,282,144 +557,381 +77%
Morgan Stanley
4
Morgan Stanley
New York
$34.1M 1,265,352 +1,155,179 +1,049%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.6M 1,211,207 +241,461 +25%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$24.6M 914,999 +594,834 +186%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.9M 814,193 +220,546 +37%
Wells Fargo
8
Wells Fargo
California
$19.1M 710,467 +656,981 +1,228%
UBS Group
9
UBS Group
Switzerland
$18M 669,146 +217,187 +48%
RJA
10
Raymond James & Associates
Florida
$15.4M 571,884 +353,347 +162%
WAS
11
Winch Advisory Services
Wisconsin
$15.3M 567,256 +14,751 +3%
SI
12
Stephens Inc
Arkansas
$14.7M 545,219 +29,177 +6%
TA
13
TrueWealth Advisors
Alabama
$14.2M 527,064 +90,577 +21%
RWA
14
Redhawk Wealth Advisors
Minnesota
$12M 444,642 +444,642 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.9M 404,515 +48,326 +14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.3M 382,510 +18,945 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.37M 347,978 +219,412 +171%
Jane Street
18
Jane Street
New York
$9.08M 337,155 -169,676 -33%
VA
19
Valmark Advisers
Ohio
$8.68M 322,517 +7,760 +2%
TA
20
TruWealth Advisors
Louisiana
$7.9M 293,327 +293,327 New
DJSG
21
D.J. St. Germain
Massachusetts
$7.46M 277,080 +7,056 +3%
VC
22
Vicus Capital
Pennsylvania
$7.01M 260,395 +83,890 +48%
AWS
23
Atria Wealth Solutions
New York
$6.26M 231,772 +3,454 +2%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5.94M 220,822 +43,555 +25%
SFA
25
Souders Financial Advisors
Ohio
$5.83M 216,588 +5,190 +2%