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Capital Group US Multi-Sector Income ETF

219 hedge funds and large institutions have $2.36B invested in Capital Group US Multi-Sector Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
219
Holders Change
+49
Holders Change %
+28.82%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
59
Increased
118
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.01B 37,201 +37,201 New
LPL Financial
2
LPL Financial
California
$149M 5,445,346 +2,245,608 +70%
Morgan Stanley
3
Morgan Stanley
New York
$130M 4,751,696 +2,238,342 +89%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$81.7M 2,993,651 +1,068,144 +55%
GVAG
5
Great Valley Advisor Group
Delaware
$55.8M 2,045,489 +376,054 +23%
Wells Fargo
6
Wells Fargo
California
$52.2M 1,913,313 +546,392 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$49.2M 1,801,857 +489,231 +37%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$46.8M 1,714,154 +182,327 +12%
UBS Group
9
UBS Group
Switzerland
$44.9M 1,646,093 +691,399 +72%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$43.6M 1,598,305 +304,612 +24%
Raymond James Financial
11
Raymond James Financial
Florida
$40.8M 1,495,230 +1,495,230 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$28.9M 1,060,939 +784,317 +284%
Osaic Holdings
13
Osaic Holdings
Arizona
$28M 1,025,173 -694,551 -40%
WAS
14
Winch Advisory Services
Wisconsin
$19.6M 719,243 +145,538 +25%
Mariner
15
Mariner
Kansas
$18.7M 686,781 +388,643 +130%
MML Investors Services
16
MML Investors Services
Massachusetts
$17.2M 632,146 +215,196 +52%
TA
17
TrueWealth Advisors
Alabama
$17M 621,840 +19,182 +3%
SI
18
Stephens Inc
Arkansas
$16.5M 605,579 +56,544 +10%
RWA
19
Redhawk Wealth Advisors
Minnesota
$15.4M 565,918 +93,554 +20%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$14.2M 518,728 +307,499 +146%
AWS
21
Atria Wealth Solutions
New York
$14.1M 518,470 +101,945 +24%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14M 512,712 -25,288 -5%
TA
23
TruWealth Advisors
Louisiana
$14M 512,303 +153,741 +43%
PFS
24
Prospera Financial Services
Texas
$13.7M 501,020 +146,078 +41%
Stifel Financial
25
Stifel Financial
Missouri
$13.5M 496,548 -1,264 -0.3%