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Capital Group US Multi-Sector Income ETF

268 hedge funds and large institutions have $2.44B invested in Capital Group US Multi-Sector Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 180 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 44

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $2.07B → $2.44B (+$366M)

4% more funds holding

Funds holding: 257268 (+11)

0.3% more ownership

Funds ownership: 73.44%73.74% (+0.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
3.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
31
Increased
180
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$326M +$50.1M +1,807,429 +18%
Morgan Stanley
2
Morgan Stanley
New York
$181M +$25.3M +911,416 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M +$32M +1,155,945 +27%
Raymond James Financial
4
Raymond James Financial
Florida
$120M +$9.98M +360,166 +9%
Wells Fargo
5
Wells Fargo
California
$104M +$26.8M +966,965 +35%
UBS Group
6
UBS Group
Switzerland
$97.8M +$32.2M +1,162,393 +49%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$85.5M +$10.8M +388,975 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$76.6M +$9.92M +357,831 +15%
GVAG
9
Great Valley Advisor Group
Delaware
$73.7M +$14M +505,268 +23%
CA
10
Capital Advantage
California
$60.2M +$1.69M +60,898 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$58.5M +$9.48M +342,242 +19%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$46.4M -$4.35M -156,982 -9%
BPA
13
Beacon Pointe Advisors
California
$41.8M +$29.9M +1,078,569 +252%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$38M +$988K +35,665 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$33.8M +$9.65M +348,358 +40%
Stifel Financial
16
Stifel Financial
Missouri
$32.9M -$1.52M -54,797 -4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$29.9M +$6.46M +233,265 +28%
MML Investors Services
18
MML Investors Services
Massachusetts
$29.7M +$4.85M +174,965 +20%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$25.7M -$71.8K -2,591 -0.3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$7.12M +256,912 +39%
BWP
21
BlueStem Wealth Partners
Minnesota
$23.2M +$2.48M +89,591 +12%
TA
22
TrueWealth Advisors
Alabama
$22.2M +$534K +19,283 +2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$21.5M +$2.42M +87,174 +13%
WAS
24
Winch Advisory Services
Wisconsin
$20.8M +$268K +9,672 +1%
TA
25
TruWealth Advisors
Louisiana
$20.3M +$934K +33,718 +5%