Capital Group US Multi-Sector Income ETF
CGMS
221 hedge funds and large institutions have $1.35B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.
917% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 6
269% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 32
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
44% more capital invested
Capital invested by funds: $934M → $1.35B (+$412M)
30% more funds holding
Funds holding: 170 → 221 (+51)
3.62% more ownership
Funds ownership: 65.7% → 69.32% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$61.8M |
| 2 |
Morgan Stanley
New York
|
+$61.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.4M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$21.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.1M |
| 2 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$7.04M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$2.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.09M |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$1.7M |
CGMS Hedge Fund Activity: Q4 2024 in Review
221 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2024, worth a combined $1.35B — up 44% from $934M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new CGMS positions and 6 closed out — a net gain of 55 holders — while 118 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $61.8M. The largest seller was Osaic Holdings, cutting an estimated $19.1M.
- 221 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2024, up from 170 in Q3 2024.
- Funds reported $1.35B of Capital Group US Multi-Sector Income ETF stock for Q4 2024, up 44% quarter-over-quarter.
- 61 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2024 and 6 closed out, a net change of +55 holders.
- The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2024 was LPL Financial, an estimated $61.8M added.
- The largest Capital Group US Multi-Sector Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2024.