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Capital Group Municipal Income ETF
CGMU

52 hedge funds and large institutions have $145M invested in Capital Group Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

45% more capital invested

Capital invested by funds: $100M → $145M (+$45.2M)

41% more funds holding

Funds holding: 37 → 52 (+15)

1.16% more ownership

Funds ownership: 58.85% → 60.01% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+15
Holders Change %
+40.54%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
24
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$15.1M
2
UBS Group
UBS Group
Switzerland
+$6.52M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.2M
4
WAM
WNY Asset Management
New York
+$3.11M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$2.89M
2
BFM
Boothbay Fund Management
New York
-$954K
3
LNC
Lincoln National Corp
Pennsylvania
-$870K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$438K
5
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$1.11M +42,143 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$997K +$5.76K +219 +0.6%
MWP
28
Madison Wealth Partners
Wisconsin
$920K +$290K +11,043 +45%
IA
29
IFP Advisors
Florida
$862K +$717K +27,271 +434%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$862K +$882K +33,524 New
SFA
31
Souders Financial Advisors
Ohio
$683K +$394K +14,969 +129%
JBA
32
Johnson Bixby & Associates
Washington
$645K +$660K +25,100 New
MA
33
Mutual Advisors
Nebraska
$642K +$155K +5,883 +31%
AWS
34
Atria Wealth Solutions
New York
$639K +$654K +24,860 New
HI
35
Harbour Investments
Wisconsin
$509K +$273K +10,398 +111%
IA
36
IFG Advisory
Georgia
$400K +$125K +4,745 +44%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$362K +$371K +14,100 New
BFA
38
Bill Few Associates
Pennsylvania
$351K – – –
KAS
39
Kestra Advisory Services
Texas
$312K +$320K +12,154 New
SPC
40
Sigma Planning Corp
Michigan
$302K +$309K +11,766 New
WI
41
Wintrust Investments
Illinois
$280K +$286K +10,886 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$278K +$284K +10,812 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$257K +$263K +10,000 New
CA
44
Cetera Advisors
Colorado
$252K +$258K +9,804 New
BA
45
Ballew Advisors
Mississippi
$244K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$167K +$51.8K +1,970 +44%
SS
47
Sunbelt Securities
Texas
$163K +$167K +6,358 New
DJSG
48
D.J. St. Germain
Massachusetts
$159K – – –
Comerica Bank
49
Comerica Bank
Texas
$129K +$132K +5,000 New
AF
50
Advisornet Financial
Minnesota
$51.4K +$52.6K +2,000 New
1
2
3

CGMU Hedge Fund Activity: Q3 2023 in Review

52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q3 2023, worth a combined $145M — up 45% from $100M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CGMU positions and 3 closed out — a net gain of 15 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $15.1M. The largest seller was Capital International Investors, cutting an estimated $2.89M.

  • 52 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q3 2023, up from 37 in Q2 2023.
  • Funds reported $145M of Capital Group Municipal Income ETF stock for Q3 2023, up 45% quarter-over-quarter.
  • 18 funds opened new Capital Group Municipal Income ETF positions in Q3 2023 and 3 closed out, a net change of +15 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q3 2023 was Great Valley Advisor Group, an estimated $15.1M added.
  • The largest Capital Group Municipal Income ETF seller in Q3 2023 was Capital International Investors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2023.