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Capital Group US Multi-Sector Income ETF
CGMS

Overview Fund Activity

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$223M
2
Raymond James Financial
2
Raymond James Financial
Florida
$109M
3
Morgan Stanley
3
Morgan Stanley
New York
$162M
4
BWP
4
BlueStem Wealth Partners
Minnesota
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$99.3M

Top Sellers

1
AT
1
American Trust
Kentucky
$0
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
Capital International Investors
3
Capital International Investors
California
$2.51M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
PWA
5
Peterson Wealth Advisors
Utah
$691K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$223M 8,175,108 +2,729,762 +50%
Morgan Stanley
2
Morgan Stanley
New York
$162M 5,952,233 +1,200,537 +25%
Raymond James Financial
3
Raymond James Financial
Florida
$109M 4,005,277 +2,510,047 +168%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$99.3M 3,636,850 +643,199 +21%
Wells Fargo
5
Wells Fargo
California
$67.1M 2,456,661 +543,348 +28%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$61.7M 2,261,512 +459,655 +26%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$57.9M 2,120,720 +406,566 +24%
UBS Group
8
UBS Group
Switzerland
$57.8M 2,116,694 +470,601 +29%
GVAG
9
Great Valley Advisor Group
Delaware
$56M 2,050,980 +5,491 +0.3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$49.6M 1,818,245 +219,940 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$37.1M 1,358,028 +332,855 +32%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$31.7M 1,162,124 +101,185 +10%
Stifel Financial
13
Stifel Financial
Missouri
$27.1M 990,887 +494,339 +100%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.9M 764,516 +251,804 +49%
MML Investors Services
15
MML Investors Services
Massachusetts
$20.6M 753,638 +121,492 +19%
TA
16
TrueWealth Advisors
Alabama
$20M 733,355 +111,515 +18%
WAS
17
Winch Advisory Services
Wisconsin
$20M 732,894 +13,651 +2%
Mariner
18
Mariner
Kansas
$19.7M 722,727 +35,946 +5%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$19.4M 708,957 +280,572 +65%
BWP
20
BlueStem Wealth Partners
Minnesota
$19.3M 705,150 +705,150 New
Baird Financial Group
21
Baird Financial Group
Wisconsin
$18.5M 678,875 +160,147 +31%
TA
22
TruWealth Advisors
Louisiana
$16.7M 611,032 +98,729 +19%
SI
23
Stephens Inc
Arkansas
$16.2M 592,511 -13,068 -2%
Jane Street
24
Jane Street
New York
$16.2M 592,433 +330,130 +126%
RWA
25
Redhawk Wealth Advisors
Minnesota
$15.9M 581,749 +15,831 +3%
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