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Capital Group US Multi-Sector Income ETF

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 243257 (+14)

3.13% more ownership

Funds ownership: 70.32%73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$275M +$47.9M +1,768,047 +22%
Morgan Stanley
2
Morgan Stanley
New York
$155M -$9.44M -348,132 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M +$16.5M +607,801 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$110M -$720K -26,553 -0.7%
Wells Fargo
5
Wells Fargo
California
$76.8M +$8.74M +322,629 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$74.3M +$11.6M +429,051 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$66.3M +$7.59M +280,078 +13%
UBS Group
8
UBS Group
Switzerland
$65.3M +$6.66M +245,858 +12%
GVAG
9
Great Valley Advisor Group
Delaware
$59.4M +$2.71M +99,824 +5%
CA
10
Capital Advantage
California
$58.2M +$57.1M +2,108,316 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$50.4M +$198K +7,301 +0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$48.9M +$11.1M +410,734 +30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$36.8M +$4.6M +169,906 +15%
Stifel Financial
14
Stifel Financial
Missouri
$34.3M +$6.77M +249,886 +25%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$25.7M +$20.5M +757,795 +442%
MML Investors Services
16
MML Investors Services
Massachusetts
$24.7M +$3.8M +140,156 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24.1M +$2.89M +106,592 +14%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$23.1M +$3.58M +131,975 +19%
TA
19
TrueWealth Advisors
Alabama
$21.5M +$1.26M +46,354 +6%
BWP
20
BlueStem Wealth Partners
Minnesota
$20.7M +$1.16M +42,691 +6%
Mariner
21
Mariner
Kansas
$20.5M +$520K +19,181 +3%
WAS
22
Winch Advisory Services
Wisconsin
$20.5M +$232K +8,542 +1%
TA
23
TruWealth Advisors
Louisiana
$19.3M +$2.36M +86,915 +14%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$19M +$275K +10,157 +1%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$18.1M +$9.35M +344,993 +112%

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.