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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

106 hedge funds and large institutions have $409M invested in Capital Group Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
60
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$19.4M
2
LPL Financial
2
LPL Financial
California
$24.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.8M
4
UBS Group
4
UBS Group
Switzerland
$36.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.7M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$0
2
Capital International Investors
2
Capital International Investors
California
$3.08M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$10.1M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$20.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
51
Ashton Thomas Private Wealth
Arizona
$1.01M – – –
Baird Financial Group
52
Baird Financial Group
Wisconsin
$930K +$223K +8,247 +31%
MWP
53
Madison Wealth Partners
Wisconsin
$912K -$4.81K -178 -0.5%
AWE
54
Avidian Wealth Enterprises
Texas
$887K +$887K +32,856 New
Comerica Bank
55
Comerica Bank
Texas
$837K +$188K +6,956 +29%
BAM
56
Belpointe Asset Management
Nevada
$827K +$32.4K +1,200 +4%
FFA
57
Frazier Financial Advisors
Ohio
$796K +$796K +29,470 New
LWM
58
LongView Wealth Management
Georgia
$745K +$99.9K +3,700 +15%
TWP
59
Tempus Wealth Planning
California
$699K +$266K +9,858 +61%
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$629K – – –
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$555K +$98.1K +3,633 +21%
HI
62
Harbour Investments
Wisconsin
$545K +$10.4K +385 +2%
AFM
63
Armstrong Fleming & Moore
District of Columbia
$540K +$2K +74 +0.4%
WP
64
WMS Partners
Maryland
$527K +$527K +19,515 New
PTC
65
Private Trust Company
Ohio
$500K – – –
IA
66
IFG Advisory
Georgia
$467K – – –
AWM
67
Aspire Wealth Management
Massachusetts
$440K – – –
FHC
68
First Heartland Consultants
Missouri
$403K +$133K +4,911 +49%
MHB
69
Midwest Heritage Bank
Iowa
$395K +$395K +14,612 New
IPW
70
Intergy Private Wealth
Colorado
$387K +$387K +14,339 New
AAS
71
Avantax Advisory Services
Texas
$375K +$375K +13,900 New
BFA
72
Bill Few Associates
Pennsylvania
$369K – – –
PS
73
Principal Securities
Iowa
$369K +$94.5K +3,500 +34%
AG
74
Ascent Group
Virginia
$356K – – –
TA
75
TrueWealth Advisors
Alabama
$350K +$350K +12,958 New
1 2
3
4 5