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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

187 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, 104 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
187
Holders Change
+35
Holders Change %
+23.03%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
104
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$5.15B
2
Capital International Investors
2
Capital International Investors
California
$1.05B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$70.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$184M
5
LPL Financial
5
LPL Financial
California
$66.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.1M
2
BFS
2
Bare Financial Services
Pennsylvania
$101K
3
SW
3
Simplicity Wealth
New Jersey
$0
4
EC
4
Elequin Capital
New York
$101K
5
RFG
5
RFP Financial Group
Georgia
$438K
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$11.8M 436,825 +23,054 +6%
Raymond James Financial
27
Raymond James Financial
Florida
$11.2M 417,261 +417,261 New
PAG
28
Private Advisor Group
New Jersey
$11.1M 411,672 +34,511 +9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$8.1M 300,740 -809,782 -73%
JCM
30
Jacobi Capital Management
Pennsylvania
$8.08M 299,973 -9,600 -3%
Truist Financial
31
Truist Financial
North Carolina
$8.04M 298,553 +16,603 +6%
GWA
32
Gutierrez Wealth Advisory
Arkansas
$8.02M 297,999 +297,999 New
RHP
33
Royal Harbor Partners
Texas
$7.69M 285,753 -260 -0.1%
PSCM
34
Per Stirling Capital Management
Texas
$7.46M 277,250 +8,216 +3%
AWS
35
Atria Wealth Solutions
New York
$6.02M 223,625 +32,904 +17%
CP
36
Capital Planning
Washington
$5.47M 203,277 +8,138 +4%
RSWA
37
Robinson Smith Wealth Advisors
Maine
$5.36M 199,048 +38,829 +24%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$5.26M 195,426 +10,482 +6%
WAM
39
WNY Asset Management
New York
$5.24M 194,612 +32,128 +20%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.15M 191,446 +38,132 +25%
Jane Street
41
Jane Street
New York
$4.97M 184,556 +173,430 +1,559%
BEI
42
Benjamin Edwards Inc
Missouri
$4.49M 166,864 +8,680 +5%
PS
43
Principal Securities
Iowa
$4.46M 165,656 +22,832 +16%
WIA
44
World Investment Advisors
California
$3.9M 145,057 +10,316 +8%
NECFA
45
New England Capital Financial Advisors
Connecticut
$3.73M 138,388 +8,378 +6%
SA
46
Skyline Advisors
Washington
$3.7M 137,473 +109,819 +397%
KAS
47
Kestra Advisory Services
Texas
$3.55M 131,999 -1,833 -1%
MA
48
Mutual Advisors
Nebraska
$3.5M 130,354 +2,026 +2%
OMC
49
Old Mission Capital
Illinois
$3.44M 127,616 +127,616 New
USCWA
50
U.S. Capital Wealth Advisors
Texas
$3.33M 123,711 +6,521 +6%
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