We are live on ! Find out more
CGMU icon

Capital Group Municipal Income ETF

188 hedge funds and large institutions have $7.37B invested in Capital Group Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 8

425% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 20

260% more capital invested

Capital invested by funds: $2.05B → $7.37B (+$5.33B)

23% more funds holding

Funds holding: 153188 (+35)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.09% less ownership

Funds ownership: 86.18%84.09% (-2.1%)

Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
105
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$11.8M +$627K +23,054 +6%
Raymond James Financial
27
Raymond James Financial
Florida
$11.2M +$11.3M +417,261 New
PAG
28
Private Advisor Group
New Jersey
$11.1M +$938K +34,511 +9%
JP Morgan Chase
29
JP Morgan Chase
New York
$8.1M -$22M -809,782 -73%
JCM
30
Jacobi Capital Management
Pennsylvania
$8.08M -$261K -9,600 -3%
Truist Financial
31
Truist Financial
North Carolina
$8.04M +$451K +16,603 +6%
GWA
32
Gutierrez Wealth Advisory
Arkansas
$8.02M +$8.1M +297,999 New
RHP
33
Royal Harbor Partners
Texas
$7.69M -$7.07K -260 -0.1%
PSCM
34
Per Stirling Capital Management
Texas
$7.46M +$223K +8,216 +3%
AWS
35
Atria Wealth Solutions
New York
$6.02M +$895K +32,904 +17%
CP
36
Capital Planning
Washington
$5.47M +$221K +8,138 +4%
RSWA
37
Robinson Smith Wealth Advisors
Maine
$5.36M +$1.06M +38,829 +24%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$5.26M +$285K +10,482 +6%
WAM
39
WNY Asset Management
New York
$5.24M +$873K +32,128 +20%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.15M +$1.04M +38,132 +25%
Jane Street
41
Jane Street
New York
$4.97M +$4.71M +173,430 +1,559%
BEI
42
Benjamin Edwards Inc
Missouri
$4.49M +$236K +8,680 +5%
PS
43
Principal Securities
Iowa
$4.46M +$621K +22,832 +16%
WIA
44
World Investment Advisors
California
$3.9M +$280K +10,316 +8%
NECFA
45
New England Capital Financial Advisors
Connecticut
$3.73M +$228K +8,378 +6%
SA
46
Skyline Advisors
Washington
$3.7M +$2.99M +109,819 +397%
KAS
47
Kestra Advisory Services
Texas
$3.55M -$49.8K -1,833 -1%
MA
48
Mutual Advisors
Nebraska
$3.5M +$55.1K +2,026 +2%
OMC
49
Old Mission Capital
Illinois
$3.44M +$3.47M +127,616 New
USCWA
50
U.S. Capital Wealth Advisors
Texas
$3.33M +$177K +6,521 +6%

CGMU Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q4 2024, worth a combined $7.37B — up 260% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CGMU positions and 8 closed out — a net gain of 39 holders — while 105 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $30.5M. The largest seller was JP Morgan Chase, cutting an estimated $22M.

  • 188 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $7.37B of Capital Group Municipal Income ETF stock for Q4 2024, up 260% quarter-over-quarter.
  • 47 funds opened new Capital Group Municipal Income ETF positions in Q4 2024 and 8 closed out, a net change of +39 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q4 2024 was Capital International Investors, an estimated $30.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2024.