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Capital Group Municipal Income ETF
CGMU

153 hedge funds and large institutions have $2.05B invested in Capital Group Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 4

650% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 12

325% more capital invested

Capital invested by funds: $482M → $2.05B (+$1.57B)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

26% more funds holding

Funds holding: 121 → 153 (+32)

24.69% more ownership

Funds ownership: 61.49% → 86.18% (+25%)

Holders
153
Holders Change
+32
Holders Change %
+26.45%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
90
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$1.03B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$147M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$30.3M
5
Wells Fargo
Wells Fargo
California
+$27.3M

Top Sellers

Rank Fund Capital Flow
1
PWA
Pillar Wealth Advisors
Pennsylvania
-$5.04M
2
Goldman Sachs
Goldman Sachs
New York
-$1.84M
3
KAS
Kestra Advisory Services
Texas
-$1.21M
4
WI
Wintrust Investments
Illinois
-$762K
5
JBA
Johnson Bixby & Associates
Washington
-$666K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
Inspire Advisors
Idaho
$2.07M +$161K +5,901 +8%
Comerica Bank
52
Comerica Bank
Texas
$1.83M +$252K +9,249 +16%
NF
53
NavPoint Financial
Minnesota
$1.83M +$49.8K +1,826 +3%
PAS
54
Park Avenue Securities
New York
$1.73M +$1.71M +62,907 New
MSWM
55
McGlone Suttner Wealth Management
Wisconsin
$1.66M +$1.41M +51,766 +598%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$1.63M +$439K +16,105 +37%
Cerity Partners
57
Cerity Partners
New York
$1.61M +$9.27K +340 +0.6%
AFA
58
AA Financial Advisors
Ohio
$1.54M – – –
TWP
59
Tempus Wealth Planning
California
$1.5M +$27.4K +1,004 +2%
BFS
60
Bare Financial Services
Pennsylvania
$1.46M +$572 +21 +0%
WS
61
Wedbush Securities
California
$1.36M +$1.35M +49,439 New
STA
62
Smith Thornton Advisors
Alabama
$1.35M +$580K +21,295 +76%
SFA
63
Souders Financial Advisors
Ohio
$1.31M +$86.3K +3,165 +7%
TWM
64
Thrive Wealth Management
Pennsylvania
$1.3M +$427K +15,659 +49%
CWS
65
Confluence Wealth Services
Pennsylvania
$1.28M +$923K +33,849 +265%
SW
66
Simplicity Wealth
New Jersey
$1.27M +$1.26M +46,279 New
SI
67
Stephens Inc
Arkansas
$1.14M +$2.32K +85 +0.2%
EC
68
Elequin Capital
New York
$1.1M +$1.06M +39,064 +4,121%
LWM
69
LongView Wealth Management
Georgia
$1.1M +$791 +29 +0.1%
BAM
70
Belpointe Asset Management
Nevada
$1.09M +$212K +7,760 +24%
CIS
71
Continental Investors Services
Washington
$1.09M +$1.08M +39,521 New
AF
72
Advisornet Financial
Minnesota
$1.09M +$519K +19,056 +93%
CFGS
73
Concourse Financial Group Securities
Alabama
$1.03M +$174K +6,367 +21%
IPW
74
Intergy Private Wealth
Colorado
$1.02M +$15.5K +570 +2%
AAS
75
Avantax Advisory Services
Texas
$1.02M +$516K +18,930 +104%
1 2
3
4 5

CGMU Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q3 2024, worth a combined $2.05B — up 325% from $482M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGMU positions and 4 closed out — a net gain of 34 holders — while 90 added to existing stakes and 12 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.03B. The largest seller was Pillar Wealth Advisors, cutting an estimated $5.04M.

  • 153 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $2.05B of Capital Group Municipal Income ETF stock for Q3 2024, up 325% quarter-over-quarter.
  • 38 funds opened new Capital Group Municipal Income ETF positions in Q3 2024 and 4 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q3 2024 was Capital International Investors, an estimated $1.03B added.
  • The largest Capital Group Municipal Income ETF seller in Q3 2024 was Pillar Wealth Advisors, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2024.