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Capital Group Municipal Income ETF

200 hedge funds and large institutions have $2.5B invested in Capital Group Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
112
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
76
Blue Chip Partners
Michigan
$1.86M +$1.86M +69,215 New
GWM
77
Geneos Wealth Management
Colorado
$1.83M +$1.83M +68,404 New
AAS
78
Avantax Advisory Services
Texas
$1.79M +$212K +7,889 +13%
MSWM
79
McGlone Suttner Wealth Management
Wisconsin
$1.66M -$26.6K -991 -2%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$26.5K +988 +2%
NA
81
NewEdge Advisors
Louisiana
$1.61M +$383K +14,262 +31%
Cerity Partners
82
Cerity Partners
New York
$1.6M +$11.1K +414 +0.7%
AFA
83
AA Financial Advisors
Ohio
$1.6M
SI
84
Stephens Inc
Arkansas
$1.48M +$221K +8,245 +18%
WS
85
Wedbush Securities
California
$1.38M +$17.7K +660 +1%
P
86
&Partners
Tennessee
$1.36M +$407K +15,662 +42%
EWA
87
EverSource Wealth Advisors
Alabama
$1.35M +$600K +22,355 +80%
SIG
88
Spinnaker Investment Group
California
$1.33M +$1.33M +49,555 New
STA
89
Smith Thornton Advisors
Alabama
$1.32M
EC
90
Elequin Capital
New York
$1.31M +$1.21M +45,176 +1,205%
LWA
91
LifeGoal Wealth Advisors
New York
$1.29M +$288K +10,725 +29%
EW
92
Entruity Wealth
California
$1.28M -$20.1K -749 -2%
VA
93
Valmark Advisers
Ohio
$1.23M +$169K +6,318 +16%
SFA
94
Souders Financial Advisors
Ohio
$1.18M -$53.1K -1,981 -4%
HI
95
Harbour Investments
Wisconsin
$1.16M -$76.7K -2,860 -6%
LWM
96
LongView Wealth Management
Georgia
$1.12M -$95.5K -3,559 -8%
BAM
97
Belpointe Asset Management
Nevada
$1.1M +$32.7K +1,220 +3%
EFP
98
Envision Financial Planning
Tennessee
$1.08M +$46.3K +1,728 +5%
TWM
99
Thrive Wealth Management
Pennsylvania
$1.02M +$35K +1,304 +4%
KNFPWM
100
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1M +$148K +5,544 +17%