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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

200 hedge funds and large institutions have $2.5B invested in Capital Group Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
112
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$98.2M
3
UBS Group
3
UBS Group
Switzerland
$83.9M
4
Capital International Investors
4
Capital International Investors
California
$1.07B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$199M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$801K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$10.3M
4
GS
4
GWN Securities
Florida
$271K
5
AWE
5
Avidian Wealth Enterprises
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
51
U.S. Capital Wealth Advisors
Texas
$3.57M +$257K +9,570 +8%
NECFA
52
New England Capital Financial Advisors
Connecticut
$3.3M -$412K -15,355 -11%
PFS
53
Prospera Financial Services
Texas
$3.26M +$2.95M +110,152 +967%
BCMIO
54
Beacon Capital Management Inc (Ohio)
Ohio
$3.19M +$3.19M +120,000 New
CAAM
55
Cornerstone Advisors Asset Management
Pennsylvania
$3.16M +$3.16M +117,686 New
CAL
56
Capital Analysts LLC
Pennsylvania
$3.14M +$1.81M +67,565 +137%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$3.1M +$591K +22,028 +23%
Betterment LLC
58
Betterment LLC
New York
$3.07M +$59.1K +2,205 +2%
LWMNY
59
Landmark Wealth Management (New York)
New York
$3.06M +$322K +12,020 +12%
EWA
60
EQ Wealth Advisors
Texas
$2.91M +$369K +13,769 +15%
KAS
61
Kestra Advisory Services
Texas
$2.82M -$720K -26,860 -20%
BCA
62
Bay Colony Advisors
Massachusetts
$2.72M -$153K -5,702 -5%
SFM
63
Signet Financial Management
New Jersey
$2.58M -$94.2K -3,514 -4%
TWP
64
Tempus Wealth Planning
California
$2.4M +$652K +24,306 +37%
PAS
65
Park Avenue Securities
New York
$2.31M +$218K +8,121 +10%
AF
66
Advisornet Financial
Minnesota
$2.29M +$533K +19,861 +30%
NF
67
NavPoint Financial
Minnesota
$2.24M +$453K +16,903 +25%
OHWA
68
Oak Hill Wealth Advisors
Virginia
$2.19M +$1.15M +43,025 +111%
NG
69
Novem Group
New York
$2.17M +$702K +26,189 +48%
IA
70
Inspire Advisors
Idaho
$2.1M -$15.4K -576 -0.7%
MLRA
71
Main Line Retirement Advisors
Montana
$2.01M +$28.2K +1,053 +1%
SW
72
Simplicity Wealth
New Jersey
$2M +$2M +74,481 New
Comerica Bank
73
Comerica Bank
Texas
$1.91M +$21.2K +792 +1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.89M +$205K +7,634 +12%
FFP
75
Freedom Financial Partners
Minnesota
$1.88M +$300K +11,178 +19%
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3
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