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Capital Group Municipal Income ETF

225 hedge funds and large institutions have $2.85B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

166% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 47

14% more capital invested

Capital invested by funds: $2.5B → $2.85B (+$350M)

11% more funds holding

Funds holding: 202225 (+23)

0.44% more ownership

Funds ownership: 84.61%85.05% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
125
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$14.3M +$224K +8,426 +2%
JP Morgan Chase
27
JP Morgan Chase
New York
$12.9M -$1.07M -40,300 -8%
KAS
28
Kestra Advisory Services
Texas
$11M +$8.11M +305,247 +290%
Truist Financial
29
Truist Financial
North Carolina
$10.4M +$1.51M +56,794 +17%
LFG
30
Larson Financial Group
Missouri
$10.1M +$9.49M +357,297 +1,760%
EFP
31
EnRich Financial Partners
Wisconsin
$9.92M +$9.88M +371,837 New
KPWS
32
Kestra Private Wealth Services
Texas
$9.56M +$8.81M +331,467 +1,242%
Jane Street
33
Jane Street
New York
$8.98M +$2.88M +108,278 +47%
SFGP
34
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.88M +$8.84M +332,639 New
JCM
35
Jacobi Capital Management
Pennsylvania
$8.58M -$329K -12,376 -4%
HAIM
36
Hunter Associates Investment Management
Pennsylvania
$8.46M +$8.42M +316,966 New
CAL
37
Capital Analysts LLC
Pennsylvania
$8.46M +$5.31M +199,930 +171%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$8.28M -$1.97M -74,201 -19%
RHP
39
Royal Harbor Partners
Texas
$7.55M -$47.4K -1,786 -0.6%
WAM
40
WNY Asset Management
New York
$6.71M +$1.06M +39,713 +19%
P
41
&Partners
Tennessee
$6.59M +$5.19M +195,335 +372%
GWA
42
Gutierrez Wealth Advisory
Arkansas
$6.5M -$2.46M -92,724 -28%
PS
43
Principal Securities
Iowa
$6.47M +$2.04M +76,819 +46%
RSWA
44
Robinson Smith Wealth Advisors
Maine
$6.28M +$408K +15,354 +7%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$6.23M +$1.17M +43,882 +23%
SEI Investments
46
SEI Investments
Pennsylvania
$6.15M +$6.13M +230,579 New
Bank of America
47
Bank of America
North Carolina
$6.05M +$5.33M +200,749 +774%
BEI
48
Benjamin Edwards Inc
Missouri
$6.05M +$1.39M +52,372 +30%
CP
49
Capital Planning
Washington
$5.89M -$213K -8,005 -3%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$5.78M +$426K +16,041 +8%

CGMU Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q2 2025, worth a combined $2.85B — up 14% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGMU positions and 11 closed out — a net gain of 24 holders — while 125 added to existing stakes and 47 trimmed.

The largest buyer was Blue Chip Partners, adding an estimated $38.5M. The largest seller was Per Stirling Capital Management, cutting an estimated $7.51M.

  • 225 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q2 2025, up from 202 in Q1 2025.
  • Funds reported $2.85B of Capital Group Municipal Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 35 funds opened new Capital Group Municipal Income ETF positions in Q2 2025 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q2 2025 was Blue Chip Partners, an estimated $38.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q2 2025 was Per Stirling Capital Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2025.