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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

222 hedge funds and large institutions have $2.83B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
222
Holders Change
+22
Holders Change %
+11%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
122
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCP
1
Blue Chip Partners
Michigan
$40.5M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$133M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$52M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$225M
5
Morgan Stanley
5
Morgan Stanley
New York
$126M

Top Sellers

1
PSCM
1
Per Stirling Capital Management
Texas
$970K
2
Capital International Investors
2
Capital International Investors
California
$1.06B
3
LFG
3
Leverty Financial Group
Wisconsin
$577K
4
AI
4
Atria Investments
North Carolina
$742K
5
GVAG
5
Great Valley Advisor Group
Delaware
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$5.69M 213,256 +23,060 +12%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$5.3M 198,359 -4,542 -2%
AWS
53
Atria Wealth Solutions
New York
$5.14M 192,286 -64,810 -25%
HTWM
54
Hartmann Taylor Wealth Management
Texas
$4.95M 185,540 -24,274 -12%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$4.64M 173,679 +40,398 +30%
BPA
56
Beacon Pointe Advisors
California
$4.19M 156,859 +156,859 New
WIA
57
World Investment Advisors
California
$4.16M 155,689 +7,171 +5%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$4.05M 151,672 +35,906 +31%
CAAM
59
Cornerstone Advisors Asset Management
Pennsylvania
$3.71M 138,985 +21,299 +18%
MA
60
Mutual Advisors
Nebraska
$3.69M 138,278 +1,472 +1%
NECFA
61
New England Capital Financial Advisors
Connecticut
$3.6M 134,903 +11,870 +10%
SW
62
Simplicity Wealth
New Jersey
$3.55M 133,136 +58,655 +79%
PFS
63
Prospera Financial Services
Texas
$3.46M 129,485 +7,938 +7%
TWM
64
Trinity Wealth Management
Pennsylvania
$3.42M 128,097 +128,097 New
NA
65
NewEdge Advisors
Louisiana
$3.3M 123,537 +63,473 +106%
SA
66
Skyline Advisors
Washington
$3.22M 120,565 -23,353 -16%
EFP
67
Envision Financial Planning
Tennessee
$3.17M 118,946 +78,862 +197%
AIM
68
Advyzon Investment Management
Illinois
$3.02M 113,057 +113,057 New
EWA
69
EQ Wealth Advisors
Texas
$2.86M 107,120 -1,411 -1%
BCA
70
Bay Colony Advisors
Massachusetts
$2.72M 101,807 +151 +0.1%
PAS
71
Park Avenue Securities
New York
$2.67M 99,881 +13,909 +16%
LWMNY
72
Landmark Wealth Management (New York)
New York
$2.64M 98,745 -15,197 -13%
TWP
73
Tempus Wealth Planning
California
$2.62M 97,981 +8,603 +10%
AAS
74
Avantax Advisory Services
Texas
$2.6M 97,501 +30,945 +46%
Renaissance Technologies
75
Renaissance Technologies
New York
$2.59M 96,919 +96,919 New
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