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Capital Group Municipal Income ETF

330 hedge funds and large institutions have $4.71B invested in Capital Group Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 214 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 41

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $4.08B → $4.71B (+$633M)

10% more funds holding

Funds holding: 300330 (+30)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.09% less ownership

Funds ownership: 86.14%85.06% (-1.1%)

Holders
330
Holders Change
+30
Holders Change %
+10%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
44
Increased
214
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Leverty Financial Group
Wisconsin
$3.91M +$1.99M +72,012 +100%
TWM
102
Trinity Wealth Management
Pennsylvania
$3.87M +$115K +4,185 +3%
LWM
103
LongView Wealth Management
Georgia
$3.8M +$1.05M +38,134 +38%
PSCM
104
Per Stirling Capital Management
Texas
$3.71M +$2.39M +86,612 +173%
AF
105
Advisornet Financial
Minnesota
$3.71M +$466K +16,890 +14%
TFA
106
Transamerica Financial Advisors
Florida
$3.5M +$1.96M +70,960 +122%
CFD
107
Creative Financial Designs
Indiana
$3.5M +$732K +26,540 +26%
OCA
108
Optimus Capital Advisors
Texas
$3.36M +$566K +20,538 +20%
TWM
109
Thrive Wealth Management
Pennsylvania
$3.36M +$803K +29,128 +31%
IAA
110
Independent Advisor Alliance
North Carolina
$3.33M +$3.38M +122,711 New
BCMIO
111
Beacon Capital Management Inc (Ohio)
Ohio
$3.26M
FH
112
FWG Holdings
Florida
$3.1M +$1.71M +62,176 +121%
SI
113
Stephens Inc
Arkansas
$3.08M +$1.04M +37,790 +50%
BCA
114
Bay Colony Advisors
Massachusetts
$3.06M +$275K +9,954 +10%
PWM
115
Platt Wealth Management
California
$3.05M -$165K -6,000 -5%
SW
116
StrongBox Wealth
Missouri
$3.04M +$3.09M +112,084 New
WAM
117
WNY Asset Management
New York
$2.9M +$2.94M +106,638 New
CIM
118
Capital Investment Management
Missouri
$2.86M +$340K +12,340 +13%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$2.74M +$2.79M +101,085 New
MLRA
120
Main Line Retirement Advisors
Montana
$2.73M +$767K +27,791 +38%
IA
121
Inspire Advisors
Idaho
$2.67M +$179K +6,490 +7%
VC
122
Vicus Capital
Pennsylvania
$2.65M +$155K +5,624 +6%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$2.64M +$781K +28,299 +41%
HI
124
Harbour Investments
Wisconsin
$2.64M +$612K +22,177 +30%
VA
125
Valmark Advisers
Ohio
$2.62M +$690K +25,015 +35%