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Capital Group Municipal Income ETF
CGMU

188 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, 105 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 8

425% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 20

260% more capital invested

Capital invested by funds: $2.05B → $7.37B (+$5.33B)

23% more funds holding

Funds holding: 153 → 188 (+35)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.09% less ownership

Funds ownership: 86.18% → 84.09% (-2.1%)

Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
105
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$30.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$28.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.2M
4
LPL Financial
LPL Financial
California
+$16.7M
5
CWS
Confluence Wealth Services
Pennsylvania
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$22M
2
BFS
Bare Financial Services
Pennsylvania
-$1.35M
3
SW
Simplicity Wealth
New Jersey
-$1.27M
4
EC
Elequin Capital
New York
-$986K
5
RFG
RFP Financial Group
Georgia
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$1.33M +$1.34M +49,333 New
STA
77
Smith Thornton Advisors
Alabama
$1.32M – – –
EW
78
Entruity Wealth
California
$1.3M +$1.32M +48,446 New
SI
79
Stephens Inc
Arkansas
$1.26M +$148K +5,445 +13%
HI
80
Harbour Investments
Wisconsin
$1.24M +$370K +13,625 +42%
SFA
81
Souders Financial Advisors
Ohio
$1.23M -$49.5K -1,819 -4%
NA
82
NewEdge Advisors
Louisiana
$1.23M +$956K +35,179 +331%
LWM
83
LongView Wealth Management
Georgia
$1.22M +$152K +5,603 +14%
BAM
84
Belpointe Asset Management
Nevada
$1.08M – – –
VA
85
Valmark Advisers
Ohio
$1.06M +$1.07M +39,526 New
GS
86
GWN Securities
Florida
$1.04M +$1.06M +39,080 New
OHWA
87
Oak Hill Wealth Advisors
Virginia
$1.04M +$1.05M +38,639 New
EFP
88
Envision Financial Planning
Tennessee
$1.03M +$1.04M +38,356 New
IPW
89
Intergy Private Wealth
Colorado
$1.02M +$20.4K +751 +2%
CFGS
90
Concourse Financial Group Securities
Alabama
$1.02M +$10.2K +374 +1%
LWA
91
LifeGoal Wealth Advisors
New York
$1M +$1.01M +37,278 New
P
92
&Partners
Tennessee
$994K +$181K +6,644 +22%
TWM
93
Thrive Wealth Management
Pennsylvania
$984K -$293K -10,763 -23%
CIS
94
Continental Investors Services
Washington
$979K -$86.2K -3,170 -8%
MWP
95
Madison Wealth Partners
Wisconsin
$903K -$32.1K -1,180 -3%
IA
96
IFG Advisory
Georgia
$883K +$223K +8,204 +33%
KNFPWM
97
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$857K +$320K +11,787 +59%
FHA
98
Flagship Harbor Advisors
Massachusetts
$844K +$137K +5,044 +19%
TA
99
TrueWealth Advisors
Alabama
$757K +$112K +4,118 +17%
EWA
100
EverSource Wealth Advisors
Alabama
$755K +$123K +4,508 +19%
2 3
4
5 6

CGMU Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q4 2024, worth a combined $7.37B — up 260% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CGMU positions and 8 closed out — a net gain of 39 holders — while 105 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $30.5M. The largest seller was JP Morgan Chase, cutting an estimated $22M.

  • 188 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $7.37B of Capital Group Municipal Income ETF stock for Q4 2024, up 260% quarter-over-quarter.
  • 47 funds opened new Capital Group Municipal Income ETF positions in Q4 2024 and 8 closed out, a net change of +39 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q4 2024 was Capital International Investors, an estimated $30.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2024.