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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

106 hedge funds and large institutions have $409M invested in Capital Group Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
60
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$19.4M
2
LPL Financial
2
LPL Financial
California
$24.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.8M
4
UBS Group
4
UBS Group
Switzerland
$36.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.7M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$0
2
Capital International Investors
2
Capital International Investors
California
$3.08M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$10.1M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$20.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$3.08M -$1.38M -51,000 -31%
NECFA
27
New England Capital Financial Advisors
Connecticut
$2.99M +$10.1K +375 +0.3%
WIA
28
World Investment Advisors
California
$2.89M +$55.1K +2,004 +2%
RJA
29
Raymond James & Associates
Florida
$2.7M +$830K +30,713 +44%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$2.67M +$844K +31,249 +46%
KAS
31
Kestra Advisory Services
Texas
$2.49M +$967K +35,808 +63%
SFM
32
Signet Financial Management
New Jersey
$2.46M +$356K +13,184 +17%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$2.41M +$169K +6,263 +8%
MA
34
Mutual Advisors
Nebraska
$2.2M +$887K +32,844 +68%
LWMNY
35
Landmark Wealth Management (New York)
New York
$2.17M +$307K +11,361 +17%
Jane Street
36
Jane Street
New York
$2.02M +$2.02M +74,716 New
Morgan Stanley
37
Morgan Stanley
New York
$1.98M +$1.98M +73,247 New
IA
38
Inspire Advisors
Idaho
$1.87M +$84.4K +3,124 +5%
NF
39
NavPoint Financial
Minnesota
$1.66M +$29.3K +1,083 +2%
AI
40
Atria Investments
North Carolina
$1.61M +$40.4K +1,496 +3%
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$1.58M +$1.34M +49,775 +575%
RHP
42
Royal Harbor Partners
Texas
$1.54M +$583K +21,567 +61%
Cerity Partners
43
Cerity Partners
New York
$1.52M +$85.5K +3,165 +6%
BFS
44
Bare Financial Services
Pennsylvania
$1.42M +$81.9K +3,075 +6%
WI
45
Wintrust Investments
Illinois
$1.27M +$517K +19,146 +68%
AWS
46
Atria Wealth Solutions
New York
$1.22M +$485K +17,952 +66%
SI
47
Stephens Inc
Arkansas
$1.11M +$1.11M +40,955 New
JBA
48
Johnson Bixby & Associates
Washington
$1.09M +$22.9K +847 +2%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.07M +$1.07M +39,490 New
SFA
50
Souders Financial Advisors
Ohio
$1.03M +$27K +1,000 +3%
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