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Capital Group Municipal Income ETF
CGMU

82 hedge funds and large institutions have $333M invested in Capital Group Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

660% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 5

129% more capital invested

Capital invested by funds: $145M → $333M (+$188M)

58% more funds holding

Funds holding: 52 → 82 (+30)

4.39% more ownership

Funds ownership: 60.01% → 64.4% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+30
Holders Change %
+57.69%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
38
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$21.9M
2
Stifel Financial
Stifel Financial
Missouri
+$20.7M
3
UBS Group
UBS Group
Switzerland
+$20.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.9M
5
VWM
Venturi Wealth Management
Texas
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.46M
2
AI
Atria Investments
North Carolina
-$1.42M
3
IA
IFP Advisors
Florida
-$706K
4
SPC
Sigma Planning Corp
Michigan
-$302K
5
IA
Inspire Advisors
Idaho
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
51
LongView Wealth Management
Georgia
$647K +$625K +23,900 New
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$631K +$610K +23,300 New
AFM
53
Armstrong Fleming & Moore
District of Columbia
$539K +$521K +19,911 New
HI
54
Harbour Investments
Wisconsin
$536K – – –
PTC
55
Private Trust Company
Ohio
$501K +$484K +18,507 New
IA
56
IFG Advisory
Georgia
$469K +$45.7K +1,745 +11%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$458K +$443K +16,924 New
AWM
58
Aspire Wealth Management
Massachusetts
$441K +$426K +16,293 New
TWP
59
Tempus Wealth Planning
California
$434K +$419K +16,030 New
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$384K +$88.4K +3,379 +31%
BFA
61
Bill Few Associates
Pennsylvania
$370K – – –
AG
62
Ascent Group
Virginia
$357K +$345K +13,189 New
NFA
63
Northwest Financial Advisors
Virginia
$323K +$312K +11,925 New
AFA
64
American Financial Advisors
Georgia
$281K +$272K +10,379 New
AF
65
Advisornet Financial
Minnesota
$277K +$215K +8,230 +412%
PS
66
Principal Securities
Iowa
$275K +$266K +10,150 New
FHC
67
First Heartland Consultants
Missouri
$271K +$262K +10,002 New
BA
68
Ballew Advisors
Mississippi
$258K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$249K +$70.2K +2,682 +42%
MSWM
70
McGlone Suttner Wealth Management
Wisconsin
$234K +$226K +8,650 New
AFP
71
Ausdal Financial Partners
Iowa
$230K +$222K +8,500 New
BEW
72
Burton Enright Welch
California
$215K +$208K +7,936 New
DADC
73
D.A. Davidson & Co
Montana
$209K +$202K +7,716 New
RIL
74
Rothschild Investment LLC
Illinois
$196K +$189K +7,220 New
IA
75
IFP Advisors
Florida
$178K -$706K -26,986 -80%
1 2
3
4

CGMU Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q4 2023, worth a combined $333M — up 129% from $145M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGMU positions and 4 closed out — a net gain of 30 holders — while 38 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $21.9M. The largest seller was Jane Street, exiting entirely with an estimated $3.46M sold.

  • 82 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q4 2023, up from 52 in Q3 2023.
  • Funds reported $333M of Capital Group Municipal Income ETF stock for Q4 2023, up 129% quarter-over-quarter.
  • 34 funds opened new Capital Group Municipal Income ETF positions in Q4 2023 and 4 closed out, a net change of +30 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $21.9M added.
  • The largest Capital Group Municipal Income ETF seller in Q4 2023 was Jane Street, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2023.