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Capital Group Municipal Income ETF

330 hedge funds and large institutions have $4.71B invested in Capital Group Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 214 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 41

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $4.08B → $4.71B (+$633M)

10% more funds holding

Funds holding: 300330 (+30)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.09% less ownership

Funds ownership: 86.14%85.06% (-1.1%)

Holders
330
Holders Change
+30
Holders Change %
+10%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
44
Increased
214
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
Boulder Wealth Advisors
Colorado
$9.24M -$138K -5,020 -1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$9.2M +$406K +14,727 +5%
BEI
53
Benjamin Edwards Inc
Missouri
$9.09M +$1.13M +41,002 +14%
SFGP
54
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.9M +$222K +8,054 +3%
HTWM
55
Hartmann Taylor Wealth Management
Texas
$8.87M +$2.62M +95,035 +41%
JCM
56
Jacobi Capital Management
Pennsylvania
$8.72M +$115K +4,165 +1%
GWA
57
Gutierrez Wealth Advisory
Arkansas
$8.5M +$824K +29,886 +11%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$8.42M +$154K +5,570 +2%
BFG
59
Beto Financial Group
Idaho
$8.32M +$917K +33,234 +12%
MBC
60
Michael Brady & Co
Ohio
$8.02M +$629K +22,789 +8%
UBS AM
61
UBS AM
Illinois
$7.76M +$7.89M +285,973 New
NECFA
62
New England Capital Financial Advisors
Connecticut
$7.68M +$3.51M +127,249 +82%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$7.59M -$564K -20,457 -7%
SF
64
Summit Financial
New Jersey
$7.49M +$4.61M +167,282 +154%
EC
65
Elequin Capital
New York
$7.22M +$7.12M +258,233 +1,609%
MFS
66
McNamara Financial Services
Massachusetts
$7.05M +$64.6K +2,342 +0.9%
VWA
67
Visionary Wealth Advisors
Illinois
$6.9M +$1.23M +44,445 +21%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$6.87M +$1.06M +38,420 +18%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$6.72M -$431K -15,610 -6%
EFP
70
Envision Financial Planning
Tennessee
$6.58M +$402K +14,571 +6%
ATPW
71
Ashton Thomas Private Wealth
Arizona
$6.29M +$476K +17,244 +8%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$6.26M +$284K +10,314 +5%
CHWM
73
Cauble & Harre Wealth Management
Missouri
$6.14M +$277K +10,035 +5%
NA
74
NewEdge Advisors
Louisiana
$6.09M +$1.22M +44,220 +25%
I
75
IMPACTfolio
Colorado
$5.75M +$5.84M +211,614 New

CGMU Hedge Fund Activity: Q1 2026 in Review

330 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2026, worth a combined $4.71B — up 16% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGMU positions and 10 closed out — a net gain of 34 holders — while 214 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $93.8M. The largest seller was MML Investors Services, cutting an estimated $8.72M.

  • 330 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2026, up from 300 in Q4 2025.
  • Funds reported $4.71B of Capital Group Municipal Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 44 funds opened new Capital Group Municipal Income ETF positions in Q1 2026 and 10 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2026 was LPL Financial, an estimated $93.8M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2026 was MML Investors Services, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2026.