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Capital Group Municipal Income ETF

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: 153188 (+35)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sovran Advisors
California
$751K +$763K +28,053 New
AWE
102
Avidian Wealth Enterprises
Texas
$744K -$83.3K -3,064 -10%
SWM
103
SK Wealth Management
Rhode Island
$674K +$5.84K +215 +0.9%
IAS
104
Insigneo Advisory Services
Florida
$672K +$149K +5,482 +28%
AF
105
Allworth Financial
California
$669K +$676K +24,875 New
BEW
106
Burton Enright Welch
California
$582K +$70.1K +2,577 +14%
Citadel Advisors
107
Citadel Advisors
Florida
$569K +$574K +21,121 New
AG
108
Ascent Group
Virginia
$545K -$9.76K -359 -2%
KPWS
109
Kestra Private Wealth Services
Texas
$543K +$138K +5,059 +34%
AFM
110
Armstrong Fleming & Moore
District of Columbia
$538K
TFS
111
Thoroughbred Financial Services
Tennessee
$523K +$529K +19,445 New
HIM
112
Hanlon Investment Management
New Jersey
$512K +$165K +6,070 +47%
GT
113
Glenview Trust
Kentucky
$511K +$516K +18,984 New
FFA
114
Frazier Financial Advisors
Ohio
$507K -$50.1K -1,844 -9%
MWML
115
M Wealth Management LLC
California
$494K +$499K +18,343 New
AFA
116
American Financial Advisors
Georgia
$480K +$47.3K +1,741 +11%
WTFG
117
Wood Tarver Financial Group
Idaho
$465K +$470K +17,301 New
GKWIM
118
Gerber Kawasaki Wealth & Investment Management
California
$460K +$465K +17,100 New
NFG
119
Nations Financial Group
Iowa
$450K +$81.6K +3,000 +22%
FAIM
120
Financial Advocates Investment Management
Washington
$447K +$198K +7,265 +78%
RFG
121
RFP Financial Group
Georgia
$438K -$554K -20,383 -56%
MHB
122
Midwest Heritage Bank
Iowa
$433K +$34.9K +1,283 +9%
HighTower Advisors
123
HighTower Advisors
Illinois
$423K +$198K +7,301 +87%
MW
124
Maia Wealth
Colorado
$414K +$415K +15,277 New
NCFG
125
New Century Financial Group
New Jersey
$409K +$6.66K +245 +2%

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.