Capital Group U.S. Multi-Sector Income ETF (CGMS) Institutional Ownership

$27.94

0.00 (0.00%)

(As of 09/20/2024 ET)

Number of Institutional Buyers (last 12 months): 93
Total Institutional Inflows (last 12 months): $279.46M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $17.84M

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CGMS Institutional Buying and Selling by Quarter

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Capital Group U.S. Multi-Sector Income ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	68,961	$1.85M	0.0%	N/A	0.265%
8/28/2024	Kestra Investment Management LLC	11,642	$313K	0.0%	N/A	0.045%
8/28/2024	Souders Financial Advisors	216,588	$5.83M	0.9%	+2.5%	0.833%
8/22/2024	Cetera Investment Advisers	914,999	$24.63M	0.1%	+185.8%	3.519%
8/16/2024	Northwestern Mutual Wealth Management Co.	7,872	$212K	0.0%	N/A	0.030%
8/16/2024	NewEdge Advisors LLC	37,614	$1.01M	0.0%	+4.6%	0.145%
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8/16/2024	Magnolia Capital Advisors LLC	37,796	$1.02M	0.0%	N/A	0.145%
8/15/2024	Daymark Wealth Partners LLC	8,687	$234K	0.0%	N/A	0.033%
8/13/2024	Benjamin F. Edwards & Company Inc.	220,822	$5.94M	0.1%	+24.6%	0.849%
8/9/2024	Total Clarity Wealth Management Inc.	132,032	$3.55M	1.2%	+47.1%	0.508%
8/9/2024	ICA Group Wealth Management LLC	1,413	$38K	0.0%	-62.5%	0.005%
8/8/2024	Inspire Advisors LLC	43,576	$1.17M	0.2%	+6.0%	0.168%
8/8/2024	Envestnet Asset Management Inc.	1,427,118	$38.42M	0.0%	+201.2%	5.489%
8/8/2024	LPL Financial LLC	1,894,706	$51.01M	0.0%	+43.2%	7.287%
8/7/2024	Wedbush Securities Inc.	18,797	$506K	0.0%	N/A	0.072%
8/7/2024	Ashton Thomas Private Wealth LLC	4,060	$109K	0.0%	N/A	0.016%
8/6/2024	Ausdal Financial Partners Inc.	38,102	$1.03M	0.1%	+32.5%	0.147%
8/6/2024	Cullen Frost Bankers Inc.	43,028	$1.16M	0.0%	N/A	0.165%
8/5/2024	Private Advisor Group LLC	85,514	$2.30M	0.0%	+89.7%	0.329%
8/3/2024	Crumly & Associates Inc.	107,574	$2.90M	0.8%	+3.9%	0.414%
8/1/2024	Valmark Advisers Inc.	322,517	$8.68M	0.1%	+2.5%	1.240%
7/31/2024	WR Wealth Planners LLC	24,971	$672K	0.2%	-1.9%	0.096%
7/31/2024	Confluence Wealth Services Inc.	91,646	$2.47M	0.2%	+10.6%	0.352%
7/31/2024	Commonwealth Equity Services LLC	1,211,207	$32.61M	0.1%	+24.9%	4.658%
7/31/2024	Concurrent Investment Advisors LLC	168,735	$4.54M	0.1%	N/A	0.649%
7/31/2024	Rothschild Investment LLC	42,465	$1.14M	0.1%	N/A	0.163%
7/29/2024	Schmidt P J Investment Management Inc.	8,891	$239K	0.0%	N/A	0.034%
7/29/2024	Ameritas Advisory Services LLC	21,246	$572K	0.0%	+69.2%	0.082%
7/26/2024	Harbour Investments Inc.	185,587	$5.00M	0.2%	+4.8%	0.714%
7/26/2024	Patriot Financial Group Insurance Agency LLC	34,538	$930K	0.1%	+55.5%	0.133%
7/26/2024	Cambridge Investment Research Advisors Inc.	195,180	$5.25M	0.0%	+25.5%	0.751%
7/26/2024	Signature Estate & Investment Advisors LLC	8,464	$228K	0.0%	N/A	0.033%
7/25/2024	Raymond James Trust N.A.	23,794	$641K	0.0%	N/A	0.092%
7/25/2024	Tempus Wealth Planning LLC	12,870	$346K	0.1%	N/A	0.050%
7/25/2024	Clear Creek Financial Management LLC	9,896	$266K	0.0%	+13.7%	0.038%
7/25/2024	Fullcircle Wealth LLC	99,822	$2.72M	1.2%	N/A	0.384%
7/25/2024	RFP Financial Group LLC	191,358	$5.15M	1.9%	N/A	0.736%
7/24/2024	TrueWealth Advisors LLC	527,064	$14.19M	5.2%	+20.8%	2.027%
7/24/2024	Transcendent Capital Group LLC	1,183	$32K	0.0%	N/A	0.005%
7/23/2024	Concourse Financial Group Securities Inc.	25,705	$694K	0.0%	+9.2%	0.099%
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7/23/2024	Vicus Capital	260,395	$7.01M	0.6%	+47.5%	1.002%
7/22/2024	Atria Wealth Solutions Inc.	231,772	$6.26M	0.1%	+1.5%	0.891%
7/22/2024	Investment Planning Advisors Inc.	27,841	$749K	0.4%	N/A	0.107%
7/22/2024	LongView Wealth Management	10,587	$285K	0.1%	+23.2%	0.041%
7/20/2024	Continuum Advisory LLC	5,171	$139K	0.0%	+13.1%	0.020%
7/20/2024	Raymond James Financial Services Advisors Inc.	382,510	$10.30M	0.0%	+5.2%	1.471%
7/19/2024	Raymond James & Associates	571,884	$15.40M	0.0%	+161.7%	2.200%
7/19/2024	CAP Partners LLC	18,117	$488K	0.4%	+13.7%	0.070%
7/19/2024	Hoylecohen LLC	40,138	$1.08M	0.1%	-1.8%	0.154%
7/18/2024	WealthCare Investment Partners LLC	21,439	$577K	0.3%	-2.1%	0.082%
7/17/2024	Sharkey Howes & Javer	43,410	$1.17M	0.2%	-2.9%	0.167%
7/17/2024	Redhawk Wealth Advisors Inc.	444,642	$11.97M	1.8%	N/A	1.710%
7/17/2024	TruWealth Advisors LLC	293,327	$7.90M	0.5%	N/A	1.128%
7/16/2024	Envestnet Portfolio Solutions Inc.	17,339	$467K	0.0%	N/A	0.067%
7/16/2024	Lodestone Wealth Management LLC	40,967	$1.10M	0.6%	+1.2%	0.158%
7/16/2024	Wealth Enhancement Advisory Services LLC	814,193	$21.92M	0.1%	+37.2%	3.132%
7/16/2024	Cooper Financial Group	12,175	$328K	0.0%	N/A	0.047%
7/15/2024	Dynamic Advisor Solutions LLC	102,040	$2.75M	0.1%	N/A	0.392%
7/12/2024	Capital Planning LLC	25,761	$693K	0.2%	+2.9%	0.099%
7/10/2024	Simplicity Wealth LLC	8,530	$230K	0.0%	N/A	0.033%
7/8/2024	ST Germain D J Co. Inc.	277,080	$7.46M	0.4%	+2.6%	1.066%
5/24/2024	Cetera Advisors LLC	78,179	$2.11M	0.0%	+237.8%	0.301%
5/24/2024	Cetera Investment Advisers	320,165	$8.66M	0.0%	+613.6%	1.231%
5/21/2024	Atria Investments Inc	42,715	$1.16M	0.0%	-46.5%	0.164%
5/17/2024	Comerica Bank	2,100	$57K	0.0%	+250.0%	0.008%
5/16/2024	Jane Street Group LLC	506,831	$13.71M	0.0%	-25.8%	1.949%
5/14/2024	Capital International Investors	60,000	$1.62M	0.0%	-63.6%	0.231%
5/14/2024	Capital Group Private Client Services Inc.	71,281	$1.93M	0.0%	-5.6%	0.274%
5/10/2024	Osaic Holdings Inc.	724,763	$19.60M	0.0%	-11.0%	2.788%
5/9/2024	Kingsview Wealth Management LLC	15,808	$427K	0.0%	+51.7%	0.061%
5/9/2024	Souders Financial Advisors	211,398	$5.72M	0.9%	+9.9%	0.813%
5/8/2024	Avantax Advisory Services Inc.	10,864	$294K	0.0%	N/A	0.042%
5/8/2024	Inspire Advisors LLC	41,122	$1.11M	0.2%	+12.7%	0.158%
5/7/2024	Pillar Wealth Advisors LLC	51,543	$1.39M	1.1%	+1.3%	0.198%
5/3/2024	Avidian Wealth Solutions LLC	143,457	$3.88M	0.2%	N/A	0.610%
5/3/2024	AA Financial Advisors LLC	9,906	$268K	0.1%	N/A	0.042%
5/2/2024	FinTrust Capital Advisors LLC	3,000	$81K	0.0%	+1,221.6%	0.013%
5/2/2024	Lincoln National Corp	543,425	$14.69M	0.2%	+28.5%	2.312%
5/1/2024	Janney Montgomery Scott LLC	32,207	$871K	0.0%	+44.4%	0.137%
5/1/2024	Concourse Financial Group Securities Inc.	23,534	$639K	0.0%	-8.4%	0.100%
4/30/2024	Private Advisor Group LLC	45,087	$1.22M	0.0%	+44.7%	0.192%
4/30/2024	Lodestone Wealth Management LLC	40,500	$1.10M	0.6%	+265.1%	0.172%
4/29/2024	Commonwealth Equity Services LLC	969,746	$26.22M	0.0%	+24.8%	4.127%
4/29/2024	Benjamin F. Edwards & Company Inc.	177,267	$4.79M	0.1%	+9.9%	0.754%
4/26/2024	Bond & Devick Financial Network Inc.	9,972	$270K	0.1%	+27.0%	0.042%
4/26/2024	Clear Creek Financial Management LLC	8,705	$235K	0.0%	N/A	0.037%
4/25/2024	Cambridge Investment Research Advisors Inc.	155,573	$4.21M	0.0%	+21.7%	0.662%
4/23/2024	Swisher Financial Concepts Inc.	131,505	$3.52M	3.1%	+46.9%	0.560%
4/23/2024	Nations Financial Group Inc. IA ADV	26,436	$715K	0.1%	+88.2%	0.112%
4/23/2024	TrueWealth Advisors LLC	436,487	$11.80M	4.6%	-7.6%	1.857%
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4/23/2024	Raymond James Financial Services Advisors Inc.	363,565	$9.83M	0.0%	+791.5%	1.547%
4/22/2024	Confluence Wealth Services Inc.	82,885	$2.24M	0.2%	+1.7%	0.353%
4/22/2024	Raymond James & Associates	218,537	$5.91M	0.0%	+26.0%	0.930%
4/18/2024	CAP Partners LLC	15,939	$431K	0.4%	N/A	0.068%
4/17/2024	Trilogy Capital Inc.	75,836	$2.05M	0.1%	+53.9%	1.185%
4/17/2024	Founders Financial Securities LLC	9,875	$267K	0.0%	N/A	0.154%
4/17/2024	Vicus Capital	176,505	$4.77M	0.4%	+5.9%	2.758%
4/16/2024	Bouvel Investment Partners LLC	213,463	$5.77M	2.5%	-3.3%	3.335%
4/16/2024	Wealth Enhancement Advisory Services LLC	593,647	$16.05M	0.0%	+422.1%	9.276%
4/12/2024	Capital Planning LLC	25,045	$680K	0.2%	+8.3%	0.391%

(Data available from 1/1/2016 forward)

CGMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMS shares?: During the previous two years, 104 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income ETF. The most heavily invested institutionals were LPL Financial LLC ($51.01M), Envestnet Asset Management Inc. ($38.42M), Commonwealth Equity Services LLC ($32.61M), Cetera Investment Advisers ($24.63M), Wealth Enhancement Advisory Services LLC ($21.92M), Osaic Holdings Inc. ($19.60M), and Raymond James & Associates ($15.40M).Learn more on CGMS's institutional investors.
Which institutional investors have been buying Capital Group U.S. Multi-Sector Income ETF stock?: Of the 99 institutional investors that purchased Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($1.21M), LPL Financial LLC ($1.05M), Envestnet Asset Management Inc. ($1.01M), ST Germain D J Co. Inc. ($884.52K), Cetera Investment Advisers ($870.14K), Wealth Enhancement Advisory Services LLC ($700.48K), and Raymond James & Associates ($571.88K).
How much institutional buying is happening at Capital Group U.S. Multi-Sector Income ETF?: Institutional investors have bought a total of 12,899,490 shares in the last 24 months. This purchase volume represents approximately $343.30M in transactions.

Which Capital Group U.S. Multi-Sector Income ETF major shareholders have been selling company stock?: Of the 18 institutional investors that sold Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($663K), Jane Street Group LLC ($176.52K), Osaic Holdings Inc. ($89.40K), Atria Investments Inc ($42.12K), TrueWealth Advisors LLC ($35.89K), ST Germain D J Co. Inc. ($28.22K), and Sigma Planning Corp ($23.10K).
How much institutional selling is happening at Capital Group U.S. Multi-Sector Income ETF?: Institutional investors have sold a total of 1,084,868 shares in the last 24 months. This volume of shares sold represents approximately $28.86M in transactions.