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Capital Group Municipal Income ETF

299 hedge funds and large institutions have $4.08B invested in Capital Group Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 6

631% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 26

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

22% more funds holding

Funds holding: 246299 (+53)

17% more capital invested

Capital invested by funds: $3.49B → $4.08B (+$590M)

0.23% more ownership

Funds ownership: 85.91%86.14% (+0.23%)

Holders
299
Holders Change
+53
Holders Change %
+21.54%
% of All Funds
3.64%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.16%
New
61
Increased
190
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
51
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.75M -$83.2K -3,040 -0.9%
JCM
52
Jacobi Capital Management
Pennsylvania
$8.68M -$105K -3,826 -1%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$8.33M +$1.27M +46,373 +18%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$8.22M +$802K +29,286 +11%
BEI
55
Benjamin Edwards Inc
Missouri
$8.04M -$83.2K -3,038 -1%
GWA
56
Gutierrez Wealth Advisory
Arkansas
$7.75M +$527K +19,265 +7%
BFG
57
Beto Financial Group
Idaho
$7.47M +$7.41M +270,680 New
MBC
58
Michael Brady & Co
Ohio
$7.47M +$7.47M +272,757 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$7.21M +$4.01M +146,440 +125%
MFS
60
McNamara Financial Services
Massachusetts
$7.04M +$7.04M +257,169 New
HTWM
61
Hartmann Taylor Wealth Management
Texas
$6.34M +$1.44M +52,663 +29%
EFP
62
Envision Financial Planning
Tennessee
$6.24M +$339K +12,374 +6%
Renaissance Technologies
63
Renaissance Technologies
New York
$6.09M +$1.35M +49,149 +28%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$6.03M +$300K +10,940 +5%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$5.88M -$541K -19,765 -8%
CHWM
66
Cauble & Harre Wealth Management
Missouri
$5.88M +$5.88M +214,701 New
ATPW
67
Ashton Thomas Private Wealth
Arizona
$5.87M +$954K +34,854 +19%
VWA
68
Visionary Wealth Advisors
Illinois
$5.74M +$2.98M +108,706 +108%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$5.55M +$174K +6,362 +3%
WIA
70
World Investment Advisors
California
$5.38M +$830K +30,297 +18%
EWA
71
EQ Wealth Advisors
Texas
$4.97M +$1.54M +56,114 +45%
NA
72
NewEdge Advisors
Louisiana
$4.93M +$29.7K +1,083 +0.6%
CP
73
Capital Planning
Washington
$4.92M +$38.4K +1,402 +0.8%
MA
74
Mutual Advisors
Nebraska
$4.76M +$275K +10,039 +6%
SA
75
Skyline Advisors
Washington
$4.71M +$163K +5,963 +4%