We are live on ! Find out more
CGMU icon

Capital Group Municipal Income ETF

299 hedge funds and large institutions have $4.08B invested in Capital Group Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 6

631% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 26

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

22% more funds holding

Funds holding: 246299 (+53)

17% more capital invested

Capital invested by funds: $3.49B → $4.08B (+$590M)

0.23% more ownership

Funds ownership: 85.91%86.14% (+0.23%)

Holders
299
Holders Change
+53
Holders Change %
+21.54%
% of All Funds
3.64%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.16%
New
61
Increased
190
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$21.2M +$7.22M +263,769 +52%
Bank of America
27
Bank of America
North Carolina
$21.1M +$6.06M +221,189 +40%
JDLA
28
J. Derek Lewis & Associates
California
$20.5M +$20.5M +748,857 New
BPA
29
Beacon Pointe Advisors
California
$20.4M +$4.94M +180,522 +32%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$18.8M +$943K +34,441 +5%
BCI
31
Brinker Capital Investments
Pennsylvania
$18M +$941K +34,378 +6%
LFG
32
Larson Financial Group
Missouri
$17.8M +$2.51M +91,749 +16%
Jane Street
33
Jane Street
New York
$17M +$13.7M +499,525 +408%
JP Morgan Chase
34
JP Morgan Chase
New York
$15.9M +$8.1M +295,907 +104%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$13.7M +$4.02M +146,950 +42%
Truist Financial
36
Truist Financial
North Carolina
$13.3M +$1.45M +52,946 +12%
CIP
37
Capital Insight Partners
Arizona
$13.1M -$729K -26,612 -5%
RHP
38
Royal Harbor Partners
Texas
$12.1M +$506K +18,465 +4%
PS
39
Principal Securities
Iowa
$12M +$3.72M +135,912 +45%
CAL
40
Capital Analysts LLC
Pennsylvania
$11.8M +$1.93M +70,603 +19%
KPWS
41
Kestra Private Wealth Services
Texas
$11.8M +$1.02M +37,406 +10%
EFP
42
EnRich Financial Partners
Wisconsin
$10.7M +$217K +7,921 +2%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$9.96M +$6.75M +246,372 +210%
MLA
44
MB, Levis & Associates
Pennsylvania
$9.84M +$2.23M +81,412 +29%
APW
45
Alliance Private Wealth
Massachusetts
$9.71M +$9.62M +351,266 New
P
46
&Partners
Tennessee
$9.51M +$2.13M +77,631 +29%
BWA
47
Boulder Wealth Advisors
Colorado
$9.45M +$9.45M +345,208 New
RWB
48
RMR Wealth Builders
New Jersey
$9.25M +$9.25M +337,891 New
RSWA
49
Robinson Smith Wealth Advisors
Maine
$9.1M +$953K +34,797 +12%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$8.88M +$1.42M +52,026 +19%