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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

223 hedge funds and large institutions have $2.84B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+23
Holders Change %
+11.5%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
122
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCP
Blue Chip Partners
Michigan
$40.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$133M
3
VAS
Vestmark Advisory Solutions
Massachusetts
$52M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
5
Morgan Stanley
Morgan Stanley
New York
$126M

Top Sellers

1
PSCM
Per Stirling Capital Management
Texas
$970K
2
Capital International Investors
Capital International Investors
California
$1.06B
3
LFG
Leverty Financial Group
Wisconsin
$577K
4
AI
Atria Investments
North Carolina
$742K
5
GVAG
Great Valley Advisor Group
Delaware
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$2.59M +$2.59M +96,919 New
NF
77
NavPoint Financial
Minnesota
$2.45M +$218K +8,157 +10%
CFD
78
Creative Financial Designs
Indiana
$2.45M +$2.38M +89,340 +3,723%
AF
79
Advisornet Financial
Minnesota
$2.38M +$94.4K +3,537 +4%
MWM
80
Modern Wealth Management
Kansas
$2.27M +$1.57M +58,864 +224%
PIA
81
Petredis Investment Advisors
Pennsylvania
$2.22M +$2.22M +83,300 New
MLRA
82
Main Line Retirement Advisors
Montana
$2.21M +$212K +7,950 +11%
Comerica Bank
83
Comerica Bank
Texas
$2.18M +$278K +10,404 +15%
EH
84
Equitable Holdings
New York
$2.09M +$1.53M +57,155 +269%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$2.08M +$197K +7,387 +10%
NG
86
Novem Group
New York
$2.06M -$100K -3,745 -5%
SPIA
87
Steward Partners Investment Advisory
New York
$2.02M +$1.22M +45,635 +151%
IA
88
Inspire Advisors
Idaho
$2.01M -$77.8K -2,916 -4%
KNFPWM
89
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2M +$1.01M +37,712 +101%
OMC
90
Old Mission Capital
Illinois
$2M +$1.21M +45,158 +151%
GWM
91
Geneos Wealth Management
Colorado
$2M +$174K +6,532 +10%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$2M +$2M +74,774 New
FFP
93
Freedom Financial Partners
Minnesota
$1.95M +$77.5K +2,905 +4%
OHWA
94
Oak Hill Wealth Advisors
Virginia
$1.89M -$291K -10,880 -13%
GRP
95
Global Retirement Partners
California
$1.85M +$1.85M +69,320 New
MSWM
96
McGlone Suttner Wealth Management
Wisconsin
$1.78M +$121K +4,526 +7%
TWM
97
Thrive Wealth Management
Pennsylvania
$1.77M +$760K +28,482 +75%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$12.2K +457 +0.7%
AFA
99
AA Financial Advisors
Ohio
$1.63M +$40.2K +1,505 +3%
Cerity Partners
100
Cerity Partners
New York
$1.61M +$11.6K +433 +0.7%
2 3
4
5 6