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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

187 hedge funds and large institutions have $7.37B invested in Capital Group Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
187
Holders Change
+35
Holders Change %
+23.03%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
104
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$5.15B
2
Capital International Investors
2
Capital International Investors
California
$1.05B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$70.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$184M
5
LPL Financial
5
LPL Financial
California
$66.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.1M
2
BFS
2
Bare Financial Services
Pennsylvania
$101K
3
SW
3
Simplicity Wealth
New Jersey
$0
4
EC
4
Elequin Capital
New York
$101K
5
RFG
5
RFP Financial Group
Georgia
$438K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$3.02M 112,265 +112,265 New
AI
52
Atria Investments
North Carolina
$3.01M 111,863 +627 +0.6%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$2.95M 109,402 +29,201 +36%
BCA
54
Bay Colony Advisors
Massachusetts
$2.89M 107,358 +107,358 New
LWMNY
55
Landmark Wealth Management (New York)
New York
$2.74M 101,922 +9,797 +11%
SFM
56
Signet Financial Management
New Jersey
$2.69M 99,895 +1,213 +1%
EWA
57
EQ Wealth Advisors
Texas
$2.55M 94,762 +94,762 New
ATPW
58
Ashton Thomas Private Wealth
Arizona
$2.52M 93,738 +34,315 +58%
IA
59
Inspire Advisors
Idaho
$2.12M 78,859 +3,470 +5%
PAS
60
Park Avenue Securities
New York
$2.1M 77,851 +14,944 +24%
IAA
61
Independent Advisor Alliance
North Carolina
$2.05M 76,102 +76,102 New
MLRA
62
Main Line Retirement Advisors
Montana
$1.99M 73,755 +73,755 New
Comerica Bank
63
Comerica Bank
Texas
$1.9M 70,471 +3,910 +6%
NF
64
NavPoint Financial
Minnesota
$1.8M 66,758 +204 +0.3%
AF
65
Advisornet Financial
Minnesota
$1.77M 65,694 +26,149 +66%
TWP
66
Tempus Wealth Planning
California
$1.75M 65,072 +10,378 +19%
MSWM
67
McGlone Suttner Wealth Management
Wisconsin
$1.7M 63,061 +2,645 +4%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.69M 62,874 +48,874 +349%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.63M 60,429 +56,895 +1,610%
AFA
70
AA Financial Advisors
Ohio
$1.61M 59,670 +3,509 +6%
Cerity Partners
71
Cerity Partners
New York
$1.6M 59,355 +642 +1%
FFP
72
Freedom Financial Partners
Minnesota
$1.59M 59,083 +59,083 New
AAS
73
Avantax Advisory Services
Texas
$1.58M 58,667 +21,530 +58%
NG
74
Novem Group
New York
$1.48M 54,895 +54,895 New
WS
75
Wedbush Securities
California
$1.37M 50,869 +1,430 +3%
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