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Capital Group Municipal Income ETF
CGMU

202 hedge funds and large institutions have $2.5B invested in Capital Group Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 32

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

7% more funds holding

Funds holding: 188 → 202 (+14)

0.52% more ownership

Funds ownership: 84.09% → 84.61% (+0.52%)

66% less capital invested

Capital invested by funds: $7.37B → $2.5B (-$4.87B)

Holders
202
Holders Change
+14
Holders Change %
+7.45%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
114
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$56M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$28.5M
3
UBS Group
UBS Group
Switzerland
+$22.6M
4
Capital International Investors
Capital International Investors
California
+$20.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.64M
2
IAA
Independent Advisor Alliance
North Carolina
-$2.05M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.99M
4
GS
GWN Securities
Florida
-$783K
5
AWE
Avidian Wealth Enterprises
Texas
-$744K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$13.4M +$1M +37,022 +8%
PAG
27
Private Advisor Group
New Jersey
$12.5M +$1.43M +52,736 +13%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$10.3M -$1.99M -73,683 -16%
GWA
29
Gutierrez Wealth Advisory
Arkansas
$9.02M +$1.04M +38,419 +13%
JCM
30
Jacobi Capital Management
Pennsylvania
$8.96M +$918K +33,971 +11%
Truist Financial
31
Truist Financial
North Carolina
$8.89M +$891K +32,963 +11%
PSCM
32
Per Stirling Capital Management
Texas
$8.56M +$1.13M +41,786 +15%
RHP
33
Royal Harbor Partners
Texas
$7.63M -$33.3K -1,232 -0.4%
AWS
34
Atria Wealth Solutions
New York
$6.91M +$905K +33,471 +15%
CP
35
Capital Planning
Washington
$6.13M +$688K +25,450 +13%
Jane Street
36
Jane Street
New York
$6.12M +$1.18M +43,538 +24%
RSWA
37
Robinson Smith Wealth Advisors
Maine
$5.9M +$566K +20,930 +11%
WAM
38
WNY Asset Management
New York
$5.68M +$459K +16,986 +9%
HTWM
39
Hartmann Taylor Wealth Management
Texas
$5.63M +$5.67M +209,814 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.44M +$310K +11,455 +6%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$5.37M +$133K +4,910 +3%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$5.1M -$25.7K -950 -0.5%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$5.08M +$2.16M +80,072 +73%
BEI
44
Benjamin Edwards Inc
Missouri
$4.67M +$201K +7,435 +4%
PS
45
Principal Securities
Iowa
$4.46M – – –
LFG
46
Leverty Financial Group
Wisconsin
$4.38M +$4.41M +163,260 New
AI
47
Atria Investments
North Carolina
$4.04M +$1.05M +38,937 +35%
WIA
48
World Investment Advisors
California
$3.98M +$93.5K +3,461 +2%
SA
49
Skyline Advisors
Washington
$3.86M +$174K +6,445 +5%
MA
50
Mutual Advisors
Nebraska
$3.63M +$174K +6,452 +5%
1
2
3 4 5

CGMU Hedge Fund Activity: Q1 2025 in Review

202 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2025, worth a combined $2.5B — down 66% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGMU positions and 14 closed out — a net gain of 18 holders — while 114 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56M. The largest seller was Old Mission Capital, cutting an estimated $2.64M.

  • 202 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2025, up from 188 in Q4 2024.
  • Funds reported $2.5B of Capital Group Municipal Income ETF stock for Q1 2025, down 66% quarter-over-quarter.
  • 32 funds opened new Capital Group Municipal Income ETF positions in Q1 2025 and 14 closed out, a net change of +18 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $56M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2025 was Old Mission Capital, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.