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Capital Group US Multi-Sector Income ETF
CGMS

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.

New
Increased
Maintained
Reduced
Closed

767% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

64% more capital invested

Capital invested by funds: $568M → $934M (+$366M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 137 → 170 (+33)

0.66% less ownership

Funds ownership: 66.36% → 65.7% (-0.66%)

Holders
170
Holders Change
+33
Holders Change %
+24.09%
% of All Funds
2.44%
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
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$45.9M
2
LPL Financial
LPL Financial
California
+$35.9M
3
Morgan Stanley
Morgan Stanley
New York
+$34.3M
4
Wells Fargo
Wells Fargo
California
+$18.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.85M
2
OMC
Old Mission Capital
Illinois
-$2.27M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$1.13M
4
Capital International Investors
Capital International Investors
California
-$1.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$89.1M +$35.9M +1,305,032 +69%
Morgan Stanley
2
Morgan Stanley
New York
$70M +$34.3M +1,248,002 +99%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.6M +$13.7M +498,389 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$47.9M +$12M +437,580 +34%
GVAG
5
Great Valley Advisor Group
Delaware
$46.5M +$45.9M +1,669,435 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$42.6M +$8.82M +320,620 +26%
Wells Fargo
7
Wells Fargo
California
$38.1M +$18.1M +656,454 +92%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$36.5M +$10.9M +397,627 +43%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$36M +$13.2M +479,500 +59%
UBS Group
10
UBS Group
Switzerland
$26.6M +$7.86M +285,548 +43%
RJA
11
Raymond James & Associates
Florida
$18M +$2.03M +73,931 +13%
TA
12
TrueWealth Advisors
Alabama
$16.8M +$2.08M +75,594 +14%
WAS
13
Winch Advisory Services
Wisconsin
$16M +$177K +6,449 +1%
SI
14
Stephens Inc
Arkansas
$15.3M +$105K +3,816 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15M +$3.67M +133,485 +33%
Stifel Financial
16
Stifel Financial
Missouri
$13.9M +$11.2M +407,858 +453%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.8M +$3.08M +111,918 +29%
RWA
18
Redhawk Wealth Advisors
Minnesota
$13.2M +$763K +27,722 +6%
DC
19
DeDora Capital
California
$11.9M +$11.7M +426,921 New
MML Investors Services
20
MML Investors Services
Massachusetts
$11.6M +$1.9M +68,972 +20%
AWS
21
Atria Wealth Solutions
New York
$11.6M +$5.08M +184,753 +80%
TA
22
TruWealth Advisors
Louisiana
$9.98M +$1.79M +65,235 +22%
PFS
23
Prospera Financial Services
Texas
$9.88M +$5.48M +199,168 +128%
VA
24
Valmark Advisers
Ohio
$9.29M +$303K +11,024 +3%
PAG
25
Private Advisor Group
New Jersey
$8.99M +$6.53M +237,379 +278%
1
2 3 4 5

CGMS Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q3 2024, worth a combined $934M — up 64% from $568M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CGMS positions and 9 closed out — a net gain of 36 holders — while 104 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $45.9M. The largest seller was Jane Street, cutting an estimated $2.85M.

  • 170 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $934M of Capital Group US Multi-Sector Income ETF stock for Q3 2024, up 64% quarter-over-quarter.
  • 45 funds opened new Capital Group US Multi-Sector Income ETF positions in Q3 2024 and 9 closed out, a net change of +36 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $45.9M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q3 2024 was Jane Street, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.