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Capital Group US Multi-Sector Income ETF

314 hedge funds and large institutions have $2.92B invested in Capital Group US Multi-Sector Income ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 39

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

20% more capital invested

Capital invested by funds: $2.44B → $2.92B (+$487M)

17% more funds holding

Funds holding: 268314 (+46)

1.3% more ownership

Funds ownership: 73.74%75.04% (+1.3%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.3%
New
70
Increased
191
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$424M +$100M +3,616,255 +31%
Morgan Stanley
2
Morgan Stanley
New York
$185M +$5.09M +183,781 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$174M +$24.8M +894,911 +17%
Wells Fargo
4
Wells Fargo
California
$149M +$46M +1,658,572 +44%
Raymond James Financial
5
Raymond James Financial
Florida
$144M +$23.9M +863,369 +20%
UBS Group
6
UBS Group
Switzerland
$122M +$24.6M +888,212 +25%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$101M +$15.8M +570,060 +19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$86.3M +$10.1M +365,457 +13%
GVAG
9
Great Valley Advisor Group
Delaware
$83.5M +$10.2M +368,131 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$67.6M +$9.29M +335,131 +16%
CA
11
Capital Advantage
California
$63.8M +$3.85M +138,954 +6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$47.9M +$1.65M +59,478 +4%
BPA
13
Beacon Pointe Advisors
California
$42.6M +$1.02M +36,793 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41.3M +$7.66M +276,306 +23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$40M +$2.2M +79,511 +6%
Stifel Financial
16
Stifel Financial
Missouri
$38.4M +$5.7M +205,682 +17%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$36.3M +$6.68M +240,993 +22%
MML Investors Services
18
MML Investors Services
Massachusetts
$34.4M +$4.91M +177,055 +17%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$26.4M +$778K +28,066 +3%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$24.6M +$3.15M +113,796 +15%
KAS
21
Kestra Advisory Services
Texas
$23.1M +$12M +434,596 +109%
RCG
22
Regatta Capital Group
California
$21.5M +$21.3M +767,735 +6,656%
TA
23
TruWealth Advisors
Louisiana
$21.4M +$1.23M +44,204 +6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$21.4M -$3.81M -137,452 -15%
WAS
25
Winch Advisory Services
Wisconsin
$21.3M +$581K +20,974 +3%

CGMS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q4 2025, worth a combined $2.92B — up 20% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CGMS positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $100M. The largest seller was Jane Street, exiting entirely with an estimated $11.6M sold.

  • 314 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.92B of Capital Group US Multi-Sector Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 70 funds opened new Capital Group US Multi-Sector Income ETF positions in Q4 2025 and 18 closed out, a net change of +52 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q4 2025 was LPL Financial, an estimated $100M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q4 2025 was Jane Street, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2025.