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Capital Group Municipal Income ETF
CGMU

330 hedge funds and large institutions have $4.71B invested in Capital Group Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 214 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 41

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $4.08B → $4.71B (+$633M)

10% more funds holding

Funds holding: 300 → 330 (+30)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

1.09% less ownership

Funds ownership: 86.14% → 85.06% (-1.1%)

Holders
330
Holders Change
+30
Holders Change %
+10%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
44
Increased
214
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$93.8M
2
Wells Fargo
Wells Fargo
California
+$76.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47M
5
Morgan Stanley
Morgan Stanley
New York
+$36.7M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$8.72M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.54M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.05M
4
ICP
Interchange Capital Partners
Pennsylvania
-$1.55M
5
JWCA
J.W. Cole Advisors
Florida
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Carson Advisory
Georgia
$551K +$181K +6,566 +48%
ICP
227
Interchange Capital Partners
Pennsylvania
$549K -$1.55M -56,335 -74%
IFG
228
Independent Financial Group
California
$549K +$176K +6,398 +46%
SFM
229
Signet Financial Management
New Jersey
$548K -$23.4K -850 -4%
MOS
230
MGO One Seven
Ohio
$546K +$3.12K +113 +0.6%
GPW
231
Genesis Private Wealth
Virginia
$545K +$76.4K +2,770 +16%
AWE
232
Avidian Wealth Enterprises
Texas
$543K – – –
SWMG
233
Sard Wealth Management Group
Georgia
$541K +$53.8K +1,952 +11%
GWM
234
Greenline Wealth Management
Florida
$532K +$84.5K +3,063 +19%
GKWIM
235
Gerber Kawasaki Wealth & Investment Management
California
$532K +$1.27K +46 +0.2%
BFA
236
Bill Few Associates
Pennsylvania
$529K +$3.94K +143 +0.7%
FHA
237
Flagship Harbor Advisors
Massachusetts
$529K +$459K +16,645 +587%
SFG
238
Seamount Financial Group
Colorado
$528K +$92.1K +3,340 +21%
AF
239
Allworth Financial
California
$517K -$27.7K -1,004 -5%
GT
240
Glenview Trust
Kentucky
$515K – – –
GIA
241
Gateway Investment Advisers
Ohio
$496K +$504K +18,264 New
SHGA
242
Sand Hill Global Advisors
California
$490K -$61.6K -2,235 -11%
BWP
243
Balboa Wealth Partners
Arizona
$487K +$25K +905 +5%
FFA
244
Farther Finance Advisors
California
$484K +$23K +833 +5%
FHC
245
First Heartland Consultants
Missouri
$481K +$469 +17 +0.1%
KWM
246
Kingsview Wealth Management
Oregon
$481K +$168K +6,074 +52%
MHB
247
Midwest Heritage Bank
Iowa
$469K -$63.4K -2,298 -12%
MWM
248
Mission Wealth Management
California
$454K +$33.5K +1,215 +8%
CL
249
CLG LLC
California
$449K +$97.8K +3,546 +27%
NL
250
NWAM LLC
Washington
$447K – – –
8 9
10
11 12

CGMU Hedge Fund Activity: Q1 2026 in Review

330 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2026, worth a combined $4.71B — up 16% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGMU positions and 10 closed out — a net gain of 34 holders — while 214 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $93.8M. The largest seller was MML Investors Services, cutting an estimated $8.72M.

  • 330 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2026, up from 300 in Q4 2025.
  • Funds reported $4.71B of Capital Group Municipal Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 44 funds opened new Capital Group Municipal Income ETF positions in Q1 2026 and 10 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2026 was LPL Financial, an estimated $93.8M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2026 was MML Investors Services, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2026.