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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

119 hedge funds and large institutions have $481M invested in Capital Group Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+13
Holders Change %
+12.26%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
68
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.5M
2
UBS Group
2
UBS Group
Switzerland
$50.2M
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$26.5M
5
LPL Financial
5
LPL Financial
California
$32M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
PWA
2
Pillar Wealth Advisors
Pennsylvania
$5.43M
3
CA
3
Crumly & Associates
Illinois
$0
4
Jane Street
4
Jane Street
New York
$0
5
MSWM
5
McGlone Suttner Wealth Management
Wisconsin
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.35M -$222K -8,262 -6%
MA
27
Mutual Advisors
Nebraska
$3.35M +$1.14M +41,988 +52%
WIA
28
World Investment Advisors
California
$3.34M +$518K +19,275 +18%
RJA
29
Raymond James & Associates
Florida
$3.32M +$633K +23,569 +24%
NECFA
30
New England Capital Financial Advisors
Connecticut
$3.17M +$198K +7,390 +7%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$3.08M +$430K +16,025 +16%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$3M +$602K +22,430 +25%
AI
33
Atria Investments
North Carolina
$2.58M +$983K +36,622 +61%
SFM
34
Signet Financial Management
New Jersey
$2.54M +$92.6K +3,449 +4%
Capital International Investors
35
Capital International Investors
California
$2.42M -$644K -24,000 -21%
LWMNY
36
Landmark Wealth Management (New York)
New York
$2.3M +$150K +5,575 +7%
IA
37
Inspire Advisors
Idaho
$1.87M +$2.87K +107 +0.2%
Goldman Sachs
38
Goldman Sachs
New York
$1.84M +$1.84M +68,551 New
NF
39
NavPoint Financial
Minnesota
$1.74M +$89K +3,315 +5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.74M +$812K +30,257 +88%
Cerity Partners
41
Cerity Partners
New York
$1.57M +$54.8K +2,042 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.56M +$503K +18,752 +47%
Comerica Bank
43
Comerica Bank
Texas
$1.54M +$706K +26,306 +85%
AFA
44
AA Financial Advisors
Ohio
$1.51M +$1.51M +56,161 New
BFS
45
Bare Financial Services
Pennsylvania
$1.45M +$706 +26 +0%
TWP
46
Tempus Wealth Planning
California
$1.44M +$746K +27,802 +107%
AWS
47
Atria Wealth Solutions
New York
$1.37M +$165K +6,146 +14%
SFA
48
Souders Financial Advisors
Ohio
$1.2M +$170K +6,326 +17%
ATPW
49
Ashton Thomas Private Wealth
Arizona
$1.16M +$157K +5,857 +16%
SI
50
Stephens Inc
Arkansas
$1.11M +$9.53K +355 +0.9%
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