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Capital Group US Multi-Sector Income ETF

329 hedge funds and large institutions have $3.37B invested in Capital Group US Multi-Sector Income ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 207 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 62

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.92B → $3.37B (+$441M)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

5% more funds holding

Funds holding: 314329 (+15)

0.31% less ownership

Funds ownership: 75.04%74.72% (-0.31%)

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.34%
New
37
Increased
207
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$515M +$97.6M +3,535,981 +23%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$213M +$42M +1,521,296 +24%
Wells Fargo
3
Wells Fargo
California
$201M +$54.1M +1,959,676 +36%
Morgan Stanley
4
Morgan Stanley
New York
$196M +$13.3M +481,877 +7%
Raymond James Financial
5
Raymond James Financial
Florida
$191M +$49.6M +1,796,471 +35%
UBS Group
6
UBS Group
Switzerland
$153M +$33.3M +1,205,779 +27%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$117M +$17.8M +646,551 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$94.1M +$9.14M +331,286 +11%
GVAG
9
Great Valley Advisor Group
Delaware
$74.6M -$7.9M -286,369 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$73.2M +$6.67M +241,541 +10%
CA
11
Capital Advantage
California
$68M +$5.26M +190,612 +8%
Stifel Financial
12
Stifel Financial
Missouri
$51.9M +$14.2M +512,955 +37%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$49.4M +$14.1M +510,280 +39%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$48.7M +$8.03M +291,066 +19%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$47.1M +$7.84M +284,057 +20%
BPA
16
Beacon Pointe Advisors
California
$42.5M +$491K +17,792 +1%
VA
17
Valmark Advisers
Ohio
$41.5M +$24.3M +879,055 +136%
MML Investors Services
18
MML Investors Services
Massachusetts
$37.1M +$3.24M +117,358 +9%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$34.8M -$12.6M -457,122 -26%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$30.8M +$4.85M +175,837 +18%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$28.7M +$4.48M +162,296 +18%
KAS
22
Kestra Advisory Services
Texas
$26.9M +$4.2M +152,202 +18%
TA
23
TruWealth Advisors
Louisiana
$23.7M +$2.6M +94,372 +12%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$23.3M +$2.23M +80,954 +10%
RCG
25
Regatta Capital Group
California
$22.8M +$1.6M +57,956 +7%