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Capital Group Municipal Income ETF

188 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, 105 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 8

425% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 20

260% more capital invested

Capital invested by funds: $2.05B → $7.37B (+$5.33B)

23% more funds holding

Funds holding: 153188 (+35)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.09% less ownership

Funds ownership: 86.18%84.09% (-2.1%)

Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
105
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$3.02M +$3.05M +112,265 New
AI
52
Atria Investments
North Carolina
$3.01M +$17K +627 +0.6%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$2.95M +$794K +29,201 +36%
BCA
54
Bay Colony Advisors
Massachusetts
$2.89M +$2.92M +107,358 New
LWMNY
55
Landmark Wealth Management (New York)
New York
$2.74M +$266K +9,797 +11%
SFM
56
Signet Financial Management
New Jersey
$2.69M +$33K +1,213 +1%
EWA
57
EQ Wealth Advisors
Texas
$2.55M +$2.58M +94,762 New
ATPW
58
Ashton Thomas Private Wealth
Arizona
$2.52M +$933K +34,315 +58%
IA
59
Inspire Advisors
Idaho
$2.12M +$94.3K +3,470 +5%
PAS
60
Park Avenue Securities
New York
$2.1M +$406K +14,944 +24%
IAA
61
Independent Advisor Alliance
North Carolina
$2.05M +$2.07M +76,102 New
MLRA
62
Main Line Retirement Advisors
Montana
$1.99M +$2.01M +73,755 New
Comerica Bank
63
Comerica Bank
Texas
$1.9M +$106K +3,910 +6%
NF
64
NavPoint Financial
Minnesota
$1.8M +$5.55K +204 +0.3%
AF
65
Advisornet Financial
Minnesota
$1.77M +$711K +26,149 +66%
TWP
66
Tempus Wealth Planning
California
$1.75M +$282K +10,378 +19%
MSWM
67
McGlone Suttner Wealth Management
Wisconsin
$1.7M +$71.9K +2,645 +4%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.69M +$1.33M +48,874 +349%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$1.55M +56,895 +1,610%
AFA
70
AA Financial Advisors
Ohio
$1.61M +$95.4K +3,509 +6%
Cerity Partners
71
Cerity Partners
New York
$1.6M +$17.5K +642 +1%
FFP
72
Freedom Financial Partners
Minnesota
$1.59M +$1.61M +59,083 New
AAS
73
Avantax Advisory Services
Texas
$1.58M +$585K +21,530 +58%
NG
74
Novem Group
New York
$1.48M +$1.49M +54,895 New
WS
75
Wedbush Securities
California
$1.37M +$38.9K +1,430 +3%

CGMU Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q4 2024, worth a combined $7.37B — up 260% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CGMU positions and 8 closed out — a net gain of 39 holders — while 105 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $30.5M. The largest seller was JP Morgan Chase, cutting an estimated $22M.

  • 188 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $7.37B of Capital Group Municipal Income ETF stock for Q4 2024, up 260% quarter-over-quarter.
  • 47 funds opened new Capital Group Municipal Income ETF positions in Q4 2024 and 8 closed out, a net change of +39 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q4 2024 was Capital International Investors, an estimated $30.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2024.