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Capital Group Municipal Income ETF
CGMU

153 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 38 funds opening new positions, 90 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 4

650% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 12

325% more capital invested

Capital invested by funds: $482M → $2.05B (+$1.57B)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

26% more funds holding

Funds holding: 121 → 153 (+32)

24.69% more ownership

Funds ownership: 61.49% → 86.18% (+25%)

Holders
153
Holders Change
+32
Holders Change %
+26.45%
% 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
38
Increased
90
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$1.03B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$147M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$30.3M
5
Wells Fargo
Wells Fargo
California
+$27.3M

Top Sellers

Rank Fund Capital Flow
1
PWA
Pillar Wealth Advisors
Pennsylvania
-$5.04M
2
Goldman Sachs
Goldman Sachs
New York
-$1.84M
3
KAS
Kestra Advisory Services
Texas
-$1.21M
4
WI
Wintrust Investments
Illinois
-$762K
5
JBA
Johnson Bixby & Associates
Washington
-$666K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
26
Jacobi Capital Management
Pennsylvania
$8.5M +$4.28M +156,979 +103%
RHP
27
Royal Harbor Partners
Texas
$7.85M +$635K +23,307 +9%
Truist Financial
28
Truist Financial
North Carolina
$7.74M +$7.69M +281,950 New
PSCM
29
Per Stirling Capital Management
Texas
$7.39M +$7.33M +269,034 New
CP
30
Capital Planning
Washington
$5.36M -$19.5K -714 -0.4%
AWS
31
Atria Wealth Solutions
New York
$5.24M +$3.8M +139,569 +273%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$5.08M +$118K +4,332 +2%
WAM
33
WNY Asset Management
New York
$4.46M +$133K +4,889 +3%
RSWA
34
Robinson Smith Wealth Advisors
Maine
$4.4M +$4.15M +152,244 +1,909%
BEI
35
Benjamin Edwards Inc
Missouri
$4.34M +$4.31M +158,184 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$321K +11,776 +8%
RJA
37
Raymond James & Associates
Florida
$4.07M +$671K +24,598 +20%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$3.97M +$401K +14,721 +11%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$3.95M +$2.85M +104,429 +266%
PS
40
Principal Securities
Iowa
$3.92M +$3.52M +129,174 +946%
WIA
41
World Investment Advisors
California
$3.7M +$285K +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 +$322K +11,824 +10%
MA
44
Mutual Advisors
Nebraska
$3.48M +$136K +5,005 +4%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$3.22M +$64.5K +2,368 +2%
AI
46
Atria Investments
North Carolina
$3.05M +$409K +15,010 +16%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.78M +$1.17M +42,972 +74%
SFM
48
Signet Financial Management
New Jersey
$2.71M +$114K +4,172 +4%
LWMNY
49
Landmark Wealth Management (New York)
New York
$2.53M +$174K +6,397 +7%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$2.2M +$422K +15,497 +24%
1
2
3 4 5

CGMU Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q3 2024, worth a combined $2.05B — up 325% from $482M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGMU positions and 4 closed out — a net gain of 34 holders — while 90 added to existing stakes and 12 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.03B. The largest seller was Pillar Wealth Advisors, cutting an estimated $5.04M.

  • 153 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $2.05B of Capital Group Municipal Income ETF stock for Q3 2024, up 325% quarter-over-quarter.
  • 38 funds opened new Capital Group Municipal Income ETF positions in Q3 2024 and 4 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q3 2024 was Capital International Investors, an estimated $1.03B added.
  • The largest Capital Group Municipal Income ETF seller in Q3 2024 was Pillar Wealth Advisors, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2024.