CGMU icon

Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

223 hedge funds and large institutions have $2.84B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+23
Holders Change %
+11.5%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
122
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCP
Blue Chip Partners
Michigan
+$38.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$35.1M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$27.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.9M

Top Sellers

1
PSCM
Per Stirling Capital Management
Texas
-$7.54M
2
Capital International Investors
Capital International Investors
California
-$4.64M
3
LFG
Leverty Financial Group
Wisconsin
-$3.78M
4
AI
Atria Investments
North Carolina
-$3.28M
5
GVAG
Great Valley Advisor Group
Delaware
-$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$5.69M +$615K +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 -$1.73M -64,810 -25%
HTWM
54
Hartmann Taylor Wealth Management
Texas
$4.95M -$648K -24,274 -12%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$4.64M +$1.08M +40,398 +30%
BPA
56
Beacon Pointe Advisors
California
$4.19M +$4.19M +156,859 New
WIA
57
World Investment Advisors
California
$4.16M +$191K +7,171 +5%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$4.05M +$958K +35,906 +31%
CAAM
59
Cornerstone Advisors Asset Management
Pennsylvania
$3.71M +$568K +21,299 +18%
MA
60
Mutual Advisors
Nebraska
$3.69M +$39.2K +1,472 +1%
NECFA
61
New England Capital Financial Advisors
Connecticut
$3.6M +$317K +11,870 +10%
SW
62
Simplicity Wealth
New Jersey
$3.55M +$1.57M +58,655 +79%
PFS
63
Prospera Financial Services
Texas
$3.46M +$212K +7,938 +7%
TWM
64
Trinity Wealth Management
Pennsylvania
$3.42M +$3.42M +128,097 New
NA
65
NewEdge Advisors
Louisiana
$3.3M +$1.69M +63,473 +106%
SA
66
Skyline Advisors
Washington
$3.22M -$623K -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 +$3.02M +113,057 New
EWA
70
EQ Wealth Advisors
Texas
$2.86M -$37.7K -1,411 -1%
BCA
71
Bay Colony Advisors
Massachusetts
$2.72M +$4.03K +151 +0.1%
PAS
72
Park Avenue Securities
New York
$2.67M +$371K +13,909 +16%
LWMNY
73
Landmark Wealth Management (New York)
New York
$2.64M -$406K -15,197 -13%
TWP
74
Tempus Wealth Planning
California
$2.62M +$230K +8,603 +10%
AAS
75
Avantax Advisory Services
Texas
$2.6M +$826K +30,945 +46%
1 2
3
4 5