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Capital Group Municipal Income ETF

225 hedge funds and large institutions have $2.85B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

166% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 47

14% more capital invested

Capital invested by funds: $2.5B → $2.85B (+$350M)

11% more funds holding

Funds holding: 202225 (+23)

0.44% more ownership

Funds ownership: 84.61%85.05% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
125
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$5.69M +$613K +23,060 +12%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$5.3M -$121K -4,542 -2%
AWS
53
Atria Wealth Solutions
New York
$5.14M -$1.72M -64,810 -25%
HTWM
54
Hartmann Taylor Wealth Management
Texas
$4.95M -$645K -24,274 -12%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$4.64M +$1.07M +40,398 +30%
BPA
56
Beacon Pointe Advisors
California
$4.19M +$4.17M +156,859 New
WIA
57
World Investment Advisors
California
$4.16M +$191K +7,171 +5%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$4.05M +$954K +35,906 +31%
CAAM
59
Cornerstone Advisors Asset Management
Pennsylvania
$3.71M +$566K +21,299 +18%
MA
60
Mutual Advisors
Nebraska
$3.69M +$39.1K +1,472 +1%
NECFA
61
New England Capital Financial Advisors
Connecticut
$3.6M +$315K +11,870 +10%
SW
62
Simplicity Wealth
New Jersey
$3.55M +$1.56M +58,655 +79%
PFS
63
Prospera Financial Services
Texas
$3.46M +$211K +7,938 +7%
TWM
64
Trinity Wealth Management
Pennsylvania
$3.42M +$3.4M +128,097 New
NA
65
NewEdge Advisors
Louisiana
$3.3M +$1.69M +63,473 +106%
SA
66
Skyline Advisors
Washington
$3.22M -$620K -23,353 -16%
BCMIO
67
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
EFP
68
Envision Financial Planning
Tennessee
$3.17M +$2.1M +78,862 +197%
AIM
69
Advyzon Investment Management
Illinois
$3.02M +$3M +113,057 New
EWA
70
EQ Wealth Advisors
Texas
$2.86M -$37.5K -1,411 -1%
BCA
71
Bay Colony Advisors
Massachusetts
$2.72M +$4.01K +151 +0.1%
PAS
72
Park Avenue Securities
New York
$2.67M +$370K +13,909 +16%
LWMNY
73
Landmark Wealth Management (New York)
New York
$2.63M -$404K -15,197 -13%
TWP
74
Tempus Wealth Planning
California
$2.62M +$229K +8,603 +10%
AAS
75
Avantax Advisory Services
Texas
$2.6M +$822K +30,945 +46%

CGMU Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q2 2025, worth a combined $2.85B — up 14% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGMU positions and 11 closed out — a net gain of 24 holders — while 125 added to existing stakes and 47 trimmed.

The largest buyer was Blue Chip Partners, adding an estimated $38.5M. The largest seller was Per Stirling Capital Management, cutting an estimated $7.51M.

  • 225 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q2 2025, up from 202 in Q1 2025.
  • Funds reported $2.85B of Capital Group Municipal Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 35 funds opened new Capital Group Municipal Income ETF positions in Q2 2025 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q2 2025 was Blue Chip Partners, an estimated $38.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q2 2025 was Per Stirling Capital Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2025.