Capital Group Municipal Income ETF
CGMU
52 hedge funds and large institutions have $145M invested in Capital Group Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
45% more capital invested
Capital invested by funds: $100M → $145M (+$45.2M)
41% more funds holding
Funds holding: 37 → 52 (+15)
1.16% more ownership
Funds ownership: 58.85% → 60.01% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$15.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.52M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.2M |
| 4 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$3.11M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.89M |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$954K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$870K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$438K |
| 5 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWP
51
WR Wealth Planners
Columbia,
Missouri
| $7.07K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $51 | +$53 | +2 | New |
|
|
BFM
53
Boothbay Fund Management
New York
| – | -$954K | -36,030 | Closed |
|
|
MSWM
54
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$225K | -8,500 | Closed |
|
|
IGWM
55
ICA Group Wealth Management
Denver,
Colorado
| – | -$5.79K | -219 | Closed |
|
CGMU Hedge Fund Activity: Q3 2023 in Review
52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q3 2023, worth a combined $145M — up 45% from $100M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CGMU positions and 3 closed out — a net gain of 15 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $15.1M. The largest seller was Capital International Investors, cutting an estimated $2.89M.
- 52 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q3 2023, up from 37 in Q2 2023.
- Funds reported $145M of Capital Group Municipal Income ETF stock for Q3 2023, up 45% quarter-over-quarter.
- 18 funds opened new Capital Group Municipal Income ETF positions in Q3 2023 and 3 closed out, a net change of +15 holders.
- The largest Capital Group Municipal Income ETF buyer in Q3 2023 was Great Valley Advisor Group, an estimated $15.1M added.
- The largest Capital Group Municipal Income ETF seller in Q3 2023 was Capital International Investors, an estimated $2.89M sold.
Based on aggregated 13F filings for Q3 2023.