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Capital Group US Multi-Sector Income ETF

170 hedge funds and large institutions have $934M invested in Capital Group US Multi-Sector Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
104
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$89.1M 3,199,738 +1,305,032 +69%
Morgan Stanley
2
Morgan Stanley
New York
$70M 2,513,354 +1,248,002 +99%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.6M 1,925,507 +498,389 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$47.9M 1,719,724 +437,580 +34%
GVAG
5
Great Valley Advisor Group
Delaware
$46.5M 1,669,435 +1,669,435 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$42.6M 1,531,827 +320,620 +26%
Wells Fargo
7
Wells Fargo
California
$38.1M 1,366,921 +656,454 +92%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$36.5M 1,312,626 +397,627 +43%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$36M 1,293,693 +479,500 +59%
UBS Group
10
UBS Group
Switzerland
$26.6M 954,694 +285,548 +43%
RJA
11
Raymond James & Associates
Florida
$18M 645,815 +73,931 +13%
TA
12
TrueWealth Advisors
Alabama
$16.8M 602,658 +75,594 +14%
WAS
13
Winch Advisory Services
Wisconsin
$16M 573,705 +6,449 +1%
SI
14
Stephens Inc
Arkansas
$15.3M 549,035 +3,816 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15M 538,000 +133,485 +33%
Stifel Financial
16
Stifel Financial
Missouri
$13.9M 497,812 +407,858 +453%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.8M 494,428 +111,918 +29%
RWA
18
Redhawk Wealth Advisors
Minnesota
$13.2M 472,364 +27,722 +6%
DC
19
DeDora Capital
California
$11.9M 426,921 +426,921 New
MML Investors Services
20
MML Investors Services
Massachusetts
$11.6M 416,950 +68,972 +20%
AWS
21
Atria Wealth Solutions
New York
$11.6M 416,525 +184,753 +80%
TA
22
TruWealth Advisors
Louisiana
$9.98M 358,562 +65,235 +22%
PFS
23
Prospera Financial Services
Texas
$9.88M 354,942 +199,168 +128%
VA
24
Valmark Advisers
Ohio
$9.29M 333,541 +11,024 +3%
PAG
25
Private Advisor Group
New Jersey
$8.99M 322,893 +237,379 +278%