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Capital Group Municipal Income ETF

202 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, 114 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 32

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

7% more funds holding

Funds holding: 188202 (+14)

0.52% more ownership

Funds ownership: 84.09%84.61% (+0.52%)

66% less capital invested

Capital invested by funds: $7.37B → $2.5B (-$4.87B)

Holders
202
Holders Change
+14
Holders Change %
+7.45%
% of All Funds
2.71%
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
114
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$928K +$936K +34,617 New
IPW
102
Intergy Private Wealth
Colorado
$921K -$99K -3,662 -10%
FHA
103
Flagship Harbor Advisors
Massachusetts
$921K +$80.1K +2,965 +9%
CFB
104
Cullen/Frost Bankers
Texas
$909K +$790K +29,211 +624%
SA
105
Sovran Advisors
California
$906K +$170K +6,274 +22%
IA
106
IFG Advisory
Georgia
$897K +$17.9K +661 +2%
CIS
107
Continental Investors Services
Washington
$869K -$107K -3,962 -11%
Mariner
108
Mariner
Kansas
$843K +$850K +31,434 New
SPIA
109
Steward Partners Investment Advisory
New York
$810K +$408K +15,096 +100%
OMC
110
Old Mission Capital
Illinois
$801K -$2.64M -97,747 -77%
MWP
111
Madison Wealth Partners
Wisconsin
$800K -$99.9K -3,697 -11%
TFS
112
Thoroughbred Financial Services
Tennessee
$797K +$278K +10,287 +53%
TA
113
TrueWealth Advisors
Alabama
$779K +$25.4K +940 +3%
KPWS
114
Kestra Private Wealth Services
Texas
$716K +$176K +6,527 +32%
MWM
115
Modern Wealth Management
Kansas
$703K +$455K +16,836 +179%
BEW
116
Burton Enright Welch
California
$699K +$119K +4,416 +20%
Bank of America
117
Bank of America
North Carolina
$695K +$646K +23,904 +1,183%
SWM
118
SK Wealth Management
Rhode Island
$671K +$12.8K +475 +2%
IAS
119
Insigneo Advisory Services
Florida
$669K
AF
120
Allworth Financial
California
$669K +$12.2K +452 +2%
WTFG
121
Wood Tarver Financial Group
Idaho
$644K +$181K +6,708 +39%
AFA
122
American Financial Advisors
Georgia
$581K +$104K +3,831 +22%
MWM
123
Meridian Wealth Management
Kentucky
$577K +$582K +21,520 New
AG
124
Ascent Group
Virginia
$575K +$32.9K +1,218 +6%
EH
125
Equitable Holdings
New York
$571K +$575K +21,279 New

CGMU Hedge Fund Activity: Q1 2025 in Review

202 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2025, worth a combined $2.5B — down 66% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGMU positions and 14 closed out — a net gain of 18 holders — while 114 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56M. The largest seller was Old Mission Capital, cutting an estimated $2.64M.

  • 202 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2025, up from 188 in Q4 2024.
  • Funds reported $2.5B of Capital Group Municipal Income ETF stock for Q1 2025, down 66% quarter-over-quarter.
  • 32 funds opened new Capital Group Municipal Income ETF positions in Q1 2025 and 14 closed out, a net change of +18 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $56M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2025 was Old Mission Capital, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.