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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

152 hedge funds and large institutions have $2.05B invested in Capital Group Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+33
Holders Change %
+27.73%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
90
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$168M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.5M
5
Wells Fargo
5
Wells Fargo
California
$40.8M

Top Sellers

1
PWA
1
Pillar Wealth Advisors
Pennsylvania
$473K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
KAS
3
Kestra Advisory Services
Texas
$3.68M
4
WI
4
Wintrust Investments
Illinois
$86K
5
JBA
5
Johnson Bixby & Associates
Washington
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
26
Jacobi Capital Management
Pennsylvania
$8.5M +$4.31M +156,979 +103%
RHP
27
Royal Harbor Partners
Texas
$7.85M +$640K +23,307 +9%
Truist Financial
28
Truist Financial
North Carolina
$7.74M +$7.74M +281,950 New
PSCM
29
Per Stirling Capital Management
Texas
$7.39M +$7.39M +269,034 New
CP
30
Capital Planning
Washington
$5.36M -$19.6K -714 -0.4%
AWS
31
Atria Wealth Solutions
New York
$5.24M +$3.83M +139,569 +273%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$5.08M +$119K +4,332 +2%
WAM
33
WNY Asset Management
New York
$4.46M +$134K +4,889 +3%
RSWA
34
Robinson Smith Wealth Advisors
Maine
$4.4M +$4.18M +152,244 +1,909%
BEI
35
Benjamin Edwards Inc
Missouri
$4.34M +$4.34M +158,184 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$323K +11,776 +8%
RJA
37
Raymond James & Associates
Florida
$4.07M +$675K +24,598 +20%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$3.97M +$404K +14,721 +11%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$3.95M +$2.87M +104,429 +266%
PS
40
Principal Securities
Iowa
$3.92M +$3.55M +129,174 +946%
WIA
41
World Investment Advisors
California
$3.7M +$287K +10,438 +8%
KAS
42
Kestra Advisory Services
Texas
$3.68M -$1.21M -44,210 -25%
NECFA
43
New England Capital Financial Advisors
Connecticut
$3.57M +$325K +11,824 +10%
MA
44
Mutual Advisors
Nebraska
$3.48M +$136K +5,005 +4%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$3.22M +$65K +2,368 +2%
AI
46
Atria Investments
North Carolina
$3.05M +$412K +15,010 +16%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.78M +$1.18M +42,972 +74%
SFM
48
Signet Financial Management
New Jersey
$2.71M +$115K +4,172 +4%
LWMNY
49
Landmark Wealth Management (New York)
New York
$2.53M +$176K +6,397 +7%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$2.2M +$426K +15,497 +24%
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