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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

187 hedge funds and large institutions have $7.37B invested in Capital Group Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
187
Holders Change
+35
Holders Change %
+23.03%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
104
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$5.15B
2
Capital International Investors
2
Capital International Investors
California
$1.05B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$70.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$184M
5
LPL Financial
5
LPL Financial
California
$66.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.1M
2
BFS
2
Bare Financial Services
Pennsylvania
$101K
3
SW
3
Simplicity Wealth
New Jersey
$0
4
EC
4
Elequin Capital
New York
$101K
5
RFG
5
RFP Financial Group
Georgia
$438K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
76
Capital Analysts LLC
Pennsylvania
$1.33M +$1.33M +49,333 New
STA
77
Smith Thornton Advisors
Alabama
$1.32M – – –
EW
78
Entruity Wealth
California
$1.3M +$1.3M +48,446 New
SI
79
Stephens Inc
Arkansas
$1.26M +$147K +5,445 +13%
HI
80
Harbour Investments
Wisconsin
$1.24M +$367K +13,625 +42%
SFA
81
Souders Financial Advisors
Ohio
$1.23M -$49K -1,819 -4%
NA
82
NewEdge Advisors
Louisiana
$1.23M +$947K +35,179 +331%
LWM
83
LongView Wealth Management
Georgia
$1.22M +$151K +5,603 +14%
BAM
84
Belpointe Asset Management
Nevada
$1.08M – – –
VA
85
Valmark Advisers
Ohio
$1.06M +$1.06M +39,526 New
GS
86
GWN Securities
Florida
$1.04M +$1.04M +39,080 New
OHWA
87
Oak Hill Wealth Advisors
Virginia
$1.04M +$1.04M +38,639 New
EFP
88
Envision Financial Planning
Tennessee
$1.03M +$1.03M +38,356 New
IPW
89
Intergy Private Wealth
Colorado
$1.02M +$20.2K +751 +2%
CFGS
90
Concourse Financial Group Securities
Alabama
$1.02M +$10.1K +374 +1%
LWA
91
LifeGoal Wealth Advisors
New York
$1M +$1M +37,278 New
P
92
&Partners
Tennessee
$994K +$179K +6,644 +22%
TWM
93
Thrive Wealth Management
Pennsylvania
$984K -$290K -10,763 -23%
CIS
94
Continental Investors Services
Washington
$979K -$85.3K -3,170 -8%
MWP
95
Madison Wealth Partners
Wisconsin
$903K -$31.8K -1,180 -3%
IA
96
IFG Advisory
Georgia
$883K +$221K +8,204 +33%
KNFPWM
97
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$857K +$317K +11,787 +59%
FHA
98
Flagship Harbor Advisors
Massachusetts
$844K +$136K +5,044 +19%
TA
99
TrueWealth Advisors
Alabama
$757K +$111K +4,118 +17%
EWA
100
EverSource Wealth Advisors
Alabama
$755K +$121K +4,508 +19%
2 3
4
5 6