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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

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.

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

1
GVAG
1
Great Valley Advisor Group
Delaware
$14.8M
2
UBS Group
2
UBS Group
Switzerland
$11.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.89M
4
WAM
4
WNY Asset Management
New York
$3.04M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.79M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$2.57M
2
BFM
2
Boothbay Fund Management
New York
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.86M
5
MSWM
5
McGlone Suttner Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$1.08M +42,143 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$997K +$5.63K +219 +0.6%
MWP
28
Madison Wealth Partners
Wisconsin
$920K +$284K +11,043 +45%
IA
29
IFP Advisors
Florida
$862K +$701K +27,271 +434%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$862K +$862K +33,524 New
SFA
31
Souders Financial Advisors
Ohio
$683K +$385K +14,969 +129%
JBA
32
Johnson Bixby & Associates
Washington
$645K +$645K +25,100 New
MA
33
Mutual Advisors
Nebraska
$642K +$151K +5,883 +31%
AWS
34
Atria Wealth Solutions
New York
$639K +$639K +24,860 New
HI
35
Harbour Investments
Wisconsin
$509K +$267K +10,398 +111%
IA
36
IFG Advisory
Georgia
$400K +$122K +4,745 +44%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$362K +$362K +14,100 New
BFA
38
Bill Few Associates
Pennsylvania
$351K – – –
KAS
39
Kestra Advisory Services
Texas
$312K +$312K +12,154 New
SPC
40
Sigma Planning Corp
Michigan
$302K +$302K +11,766 New
WI
41
Wintrust Investments
Illinois
$280K +$280K +10,886 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$278K +$278K +10,812 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$257K +$257K +10,000 New
CA
44
Cetera Advisors
Colorado
$252K +$252K +9,804 New
BA
45
Ballew Advisors
Mississippi
$244K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$167K +$50.8K +1,970 +44%
SS
47
Sunbelt Securities
Texas
$163K +$163K +6,358 New
DJSG
48
D.J. St. Germain
Massachusetts
$159K – – –
Comerica Bank
49
Comerica Bank
Texas
$129K +$129K +5,000 New
AF
50
Advisornet Financial
Minnesota
$51.4K +$51.4K +2,000 New
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