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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

81 hedge funds and large institutions have $333M invested in Capital Group Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+29
Holders Change %
+55.77%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
33
Increased
38
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42M
2
Stifel Financial
2
Stifel Financial
Missouri
$24.4M
3
UBS Group
3
UBS Group
Switzerland
$32.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$15.4M
5
VWM
5
Venturi Wealth Management
Texas
$14.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AI
2
Atria Investments
North Carolina
$1.57M
3
IA
3
IFP Advisors
Florida
$178K
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
IA
5
Inspire Advisors
Idaho
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2.25M 82,926 +44,139 +114%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$2.23M 82,443 +48,919 +146%
SFM
28
Signet Financial Management
New Jersey
$2.11M 77,877 +9,828 +14%
CA
29
Crumly & Associates
Illinois
$2.1M 77,672 +4,628 +6%
RJA
30
Raymond James & Associates
Florida
$1.88M 69,294 +69,294 New
LWMNY
31
Landmark Wealth Management (New York)
New York
$1.86M 68,792 +68,792 New
USCWA
32
U.S. Capital Wealth Advisors
Texas
$1.83M 67,548 +53,448 +379%
IA
33
Inspire Advisors
Idaho
$1.79M 66,257 -3,927 -6%
NF
34
NavPoint Financial
Minnesota
$1.63M 60,330 +60,330 New
BFM
35
Boothbay Fund Management
New York
$1.62M 60,000 +60,000 New
AI
36
Atria Investments
North Carolina
$1.57M 58,108 -54,422 -48%
KAS
37
Kestra Advisory Services
Texas
$1.53M 56,402 +44,248 +364%
Cerity Partners
38
Cerity Partners
New York
$1.44M 53,166 +53,166 New
BFS
39
Bare Financial Services
Pennsylvania
$1.36M 50,218 +50,218 New
MA
40
Mutual Advisors
Nebraska
$1.31M 48,491 +23,524 +94%
JBA
41
Johnson Bixby & Associates
Washington
$1.07M 39,360 +14,260 +57%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.01M 37,461 +37,461 New
SFA
43
Souders Financial Advisors
Ohio
$1.01M 37,189 +10,614 +40%
RHP
44
Royal Harbor Partners
Texas
$964K 35,611 +35,611 New
MWP
45
Madison Wealth Partners
Wisconsin
$919K 33,925 -1,860 -5%
BAM
46
Belpointe Asset Management
Nevada
$796K 29,400 +29,400 New
WI
47
Wintrust Investments
Illinois
$759K 28,030 +17,144 +157%
AWS
48
Atria Wealth Solutions
New York
$733K 27,054 +2,194 +9%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$709K 26,200 +16,200 +162%
Comerica Bank
50
Comerica Bank
Texas
$651K 24,050 +19,050 +381%
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