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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

200 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, 112 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.72%
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
112
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$98.2M
3
UBS Group
3
UBS Group
Switzerland
$83.9M
4
Capital International Investors
4
Capital International Investors
California
$1.07B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$199M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$801K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$10.3M
4
GS
4
GWN Securities
Florida
$271K
5
AWE
5
Avidian Wealth Enterprises
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$13.4M +$993K +37,022 +8%
PAG
27
Private Advisor Group
New Jersey
$12.5M +$1.41M +52,736 +13%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$10.3M -$1.98M -73,683 -16%
GWA
29
Gutierrez Wealth Advisory
Arkansas
$9.02M +$1.03M +38,419 +13%
JCM
30
Jacobi Capital Management
Pennsylvania
$8.96M +$911K +33,971 +11%
Truist Financial
31
Truist Financial
North Carolina
$8.89M +$884K +32,963 +11%
PSCM
32
Per Stirling Capital Management
Texas
$8.56M +$1.12M +41,786 +15%
RHP
33
Royal Harbor Partners
Texas
$7.63M -$33K -1,232 -0.4%
AWS
34
Atria Wealth Solutions
New York
$6.91M +$900K +33,471 +15%
CP
35
Capital Planning
Washington
$6.13M +$683K +25,450 +13%
Jane Street
36
Jane Street
New York
$6.12M +$1.17M +43,538 +24%
RSWA
37
Robinson Smith Wealth Advisors
Maine
$5.9M +$561K +20,930 +11%
WAM
38
WNY Asset Management
New York
$5.68M +$456K +16,986 +9%
HTWM
39
Hartmann Taylor Wealth Management
Texas
$5.63M +$5.63M +209,814 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.44M +$307K +11,455 +6%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$5.37M +$132K +4,910 +3%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$5.1M -$25.5K -950 -0.5%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$5.08M +$2.15M +80,072 +73%
BEI
44
Benjamin Edwards Inc
Missouri
$4.67M +$199K +7,435 +4%
PS
45
Principal Securities
Iowa
$4.46M – – –
LFG
46
Leverty Financial Group
Wisconsin
$4.38M +$4.38M +163,260 New
AI
47
Atria Investments
North Carolina
$4.04M +$1.04M +38,937 +35%
WIA
48
World Investment Advisors
California
$3.98M +$92.8K +3,461 +2%
SA
49
Skyline Advisors
Washington
$3.86M +$173K +6,445 +5%
MA
50
Mutual Advisors
Nebraska
$3.63M +$171K +6,452 +5%
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