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Capital Group Municipal Income ETF
CGMU

37 hedge funds and large institutions have $100M invested in Capital Group Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

94% more capital invested

Capital invested by funds: $51.6M → $100M (+$48.4M)

32% more funds holding

Funds holding: 28 → 37 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.34% less ownership

Funds ownership: 61.19% → 58.85% (-2.3%)

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
21
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.92M
2
Capital International Investors
Capital International Investors
California
+$4.78M
3
LNC
Lincoln National Corp
Pennsylvania
+$2.92M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.75M
5
CGPCS
Capital Group Private Client Services
California
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
PWA
Pillar Wealth Advisors
Pennsylvania
-$875K
2
FTUS
Flow Traders U.S.
New York
-$448K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$75.1K
4
CFGS
Concourse Financial Group Securities
Alabama
-$2.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
26
Bill Few Associates
Pennsylvania
$362K – – –
SFA
27
Souders Financial Advisors
Ohio
$307K +$308K +11,606 New
PAG
28
Private Advisor Group
New Jersey
$301K +$302K +11,360 New
IA
29
IFG Advisory
Georgia
$286K +$287K +10,815 New
BA
30
Ballew Advisors
Mississippi
$252K – – –
HI
31
Harbour Investments
Wisconsin
$249K – – –
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$225K +$226K +8,500 New
IA
33
IFP Advisors
Florida
$166K +$132K +4,985 +385%
DJSG
34
D.J. St. Germain
Massachusetts
$164K +$165K +6,200 New
CFGS
35
Concourse Financial Group Securities
Alabama
$119K -$2.42K -91 -2%
WWP
36
WR Wealth Planners
Missouri
$7.28K +$7.31K +275 New
IGWM
37
ICA Group Wealth Management
Colorado
$5.79K +$2.5K +94 +75%
FTUS
38
Flow Traders U.S.
New York
– -$448K -16,803 Closed
1
2

CGMU Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q2 2023, worth a combined $100M — up 94% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CGMU positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $4.92M. The largest seller was Pillar Wealth Advisors, cutting an estimated $875K.

  • 37 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q2 2023, up from 28 in Q1 2023.
  • Funds reported $100M of Capital Group Municipal Income ETF stock for Q2 2023, up 94% quarter-over-quarter.
  • 10 funds opened new Capital Group Municipal Income ETF positions in Q2 2023 and 1 closed out, a net change of +9 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q2 2023 was UBS Group, an estimated $4.92M added.
  • The largest Capital Group Municipal Income ETF seller in Q2 2023 was Pillar Wealth Advisors, an estimated $875K sold.

Based on aggregated 13F filings for Q2 2023.