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Capital Group US Multi-Sector Income ETF
CGMS

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.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $368M → $568M (+$200M)

30% more funds holding

Funds holding: 105 → 137 (+32)

2.58% more ownership

Funds ownership: 63.78% → 66.36% (+2.6%)

Holders
137
Holders Change
+32
Holders Change %
+30.48%
% of All Funds
1.98%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
3
Wells Fargo
Wells Fargo
California
+$17.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
5
LPL Financial
LPL Financial
California
+$15.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$4.57M
3
SPC
Sigma Planning Corp
Michigan
-$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
5
LNWWM
Laird Norton Wetherby Wealth Management
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$51M +$15.4M +571,611 +43%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.4M +$25.7M +953,285 +201%
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M +$15M +557,381 +77%
Morgan Stanley
4
Morgan Stanley
New York
$34.1M +$31.1M +1,155,179 +1,049%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.6M +$6.5M +241,461 +25%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$24.6M +$16M +594,834 +186%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.9M +$5.93M +220,546 +37%
Wells Fargo
8
Wells Fargo
California
$19.1M +$17.7M +656,981 +1,228%
UBS Group
9
UBS Group
Switzerland
$18M +$5.84M +217,187 +48%
RJA
10
Raymond James & Associates
Florida
$15.4M +$9.51M +353,347 +162%
WAS
11
Winch Advisory Services
Wisconsin
$15.3M +$397K +14,751 +3%
SI
12
Stephens Inc
Arkansas
$14.7M +$785K +29,177 +6%
TA
13
TrueWealth Advisors
Alabama
$14.2M +$2.44M +90,577 +21%
RWA
14
Redhawk Wealth Advisors
Minnesota
$12M +$12M +444,642 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.9M +$1.3M +48,326 +14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.3M +$510K +18,945 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.37M +$5.9M +219,412 +171%
Jane Street
18
Jane Street
New York
$9.08M -$4.57M -169,676 -33%
VA
19
Valmark Advisers
Ohio
$8.68M +$209K +7,760 +2%
TA
20
TruWealth Advisors
Louisiana
$7.9M +$7.89M +293,327 New
DJSG
21
D.J. St. Germain
Massachusetts
$7.46M +$190K +7,056 +3%
VC
22
Vicus Capital
Pennsylvania
$7.01M +$2.26M +83,890 +48%
AWS
23
Atria Wealth Solutions
New York
$6.26M +$92.9K +3,454 +2%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5.94M +$1.17M +43,555 +25%
SFA
25
Souders Financial Advisors
Ohio
$5.83M +$140K +5,190 +2%
1
2 3 4 5

CGMS Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2024, worth a combined $568M — up 54% from $368M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGMS positions and 5 closed out — a net gain of 34 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $14.7M sold.

  • 137 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $568M of Capital Group US Multi-Sector Income ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 39 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2024 and 5 closed out, a net change of +34 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $31.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2024.