Who Owns CGMS?
Capital Group U.S. Multi-Sector Income ETF — Institutional Ownership & 13F Holdings
$27.42
-0.14 (-0.49%)
Market Cap
$4.4B
Shares Outstanding
162,887,709
Institutional Holders
234
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+164
Institutional data as of Q1 2025
New Positions
74
Closed Positions
15
Increased
121
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $162.5M | 5,952,233 |
| 2 | RAYMOND JAMES FINANCIAL INC | $109.3M | 4,005,277 |
| 3 | WELLS FARGO & COMPANY/MN | $67.1M | 2,456,661 |
| 4 | Cetera Investment Advisers | $61.7M | 2,261,512 |
| 5 | UBS Group AG | $57.8M | 2,116,694 |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $56.0M | 2,050,980 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.6M | 1,818,245 |
| 8 | OSAIC HOLDINGS, INC. | $37.1M | 1,358,028 |
| 9 | Cambridge Investment Research Advisors, Inc. | $31.7M | 1,162,124 |
| 10 | STIFEL FINANCIAL CORP | $27.1M | 990,887 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +1.2M | $162.5M |
| RAYMOND JAMES FINANCIAL INC | +2.5M | $109.3M |
| WELLS FARGO & COMPANY/MN | +543K | $67.1M |
| Cetera Investment Advisers | +460K | $61.7M |
| UBS Group AG | +471K | $57.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capital International Investors | -120K | $2.5M |
| Peterson Wealth Advisors, LLC | -63K | $690K |
| Trilogy Capital Inc. | -48K | $1.6M |
| Integrated Wealth Concepts LLC | -31K | $5.1M |
| Wayfinding Financial, LLC | -15K | $2.9M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold CGMS?
As of Q1 2025, 234 institutional investors report holding CGMS (Capital Group U.S. Multi-Sector Income ETF) in their 13F filings.
Which hedge fund owns the most CGMS?
The largest institutional holder of CGMS is MORGAN STANLEY with $162.5M in shares.
Are institutions buying or selling CGMS?
This quarter, 74 institutions opened new positions in CGMS and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.