CGMU icon

Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

106 hedge funds and large institutions have $409M invested in Capital Group Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
60
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$19.4M
2
LPL Financial
2
LPL Financial
California
$24.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.8M
4
UBS Group
4
UBS Group
Switzerland
$36.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.7M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$0
2
Capital International Investors
2
Capital International Investors
California
$3.08M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$10.1M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$20.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
76
Burford Brothers
Texas
$347K +$347K +12,865 New
SPC
77
Sigma Planning Corp
Michigan
$341K +$341K +12,618 New
LWM
78
Lodestone Wealth Management
Washington
$331K +$331K +12,259 New
NFA
79
Northwest Financial Advisors
Virginia
$322K – – –
AF
80
Advisornet Financial
Minnesota
$319K +$42.3K +1,566 +15%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$294K +10,870 New
AFA
82
American Financial Advisors
Georgia
$284K +$3.7K +137 +1%
CFGS
83
Concourse Financial Group Securities
Alabama
$258K +$10.2K +376 +4%
BA
84
Ballew Advisors
Mississippi
$255K – – –
SA
85
Skyline Advisors
Washington
$243K +$243K +9,000 New
AFP
86
Ausdal Financial Partners
Iowa
$230K – – –
MIA
87
Milestone Investment Advisors
Wisconsin
$229K +$101K +3,727 +79%
P
88
&Partners
Tennessee
$222K +$222K +8,237 New
KPWS
89
Kestra Private Wealth Services
Texas
$221K +$221K +8,181 New
NFG
90
Nations Financial Group
Iowa
$217K +$217K +8,050 New
FHA
91
Flagship Harbor Advisors
Massachusetts
$217K +$217K +8,030 New
IA
92
IFP Advisors
Florida
$212K +$35.1K +1,301 +20%
CA
93
CGN Advisors
Kansas
$204K +$204K +7,566 New
QWM
94
Quadcap Wealth Management
Texas
$201K +$201K +7,444 New
RIL
95
Rothschild Investment LLC
Illinois
$195K – – –
WWP
96
WR Wealth Planners
Missouri
$192K +$192K +7,094 New
SS
97
Sunbelt Securities
Texas
$172K – – –
Jones Financial Companies
98
Jones Financial Companies
Missouri
$171K +$171K +6,340 New
DJSG
99
D.J. St. Germain
Massachusetts
$167K – – –
GRP
100
Global Retirement Partners
California
$102K +$89.1K +3,300 +688%
1 2 3
4
5