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Capital Group Municipal Income ETF

225 hedge funds and large institutions have $2.85B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

166% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 47

14% more capital invested

Capital invested by funds: $2.5B → $2.85B (+$350M)

11% more funds holding

Funds holding: 202225 (+23)

0.44% more ownership

Funds ownership: 84.61%85.05% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
125
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$1.49M +$585K +22,036 +65%
Citadel Advisors
102
Citadel Advisors
Florida
$1.48M +$1.48M +55,614 New
WS
103
Wedbush Securities
California
$1.48M +$98.8K +3,720 +7%
Betterment LLC
104
Betterment LLC
New York
$1.43M -$1.61M -60,787 -53%
APWA
105
Atlas Private Wealth Advisors
New Jersey
$1.41M +$1.4M +52,847 New
VA
106
Valmark Advisers
Ohio
$1.34M +$116K +4,373 +10%
SI
107
Stephens Inc
Arkansas
$1.34M -$132K -4,960 -9%
STA
108
Smith Thornton Advisors
Alabama
$1.31M
EC
109
Elequin Capital
New York
$1.31M +$2.92K +110 +0.2%
SIG
110
Spinnaker Investment Group
California
$1.29M -$33.8K -1,271 -3%
AFM
111
Armstrong Fleming & Moore
District of Columbia
$1.29M +$1.28M +48,249 New
AFA
112
American Financial Advisors
Georgia
$1.28M +$697K +26,227 +121%
SA
113
Sovran Advisors
California
$1.2M +$283K +10,663 +31%
BAM
114
Belpointe Asset Management
Nevada
$1.2M +$101K +3,800 +9%
GS
115
GWN Securities
Florida
$1.17M +$893K +33,619 +332%
LWM
116
LongView Wealth Management
Georgia
$1.15M +$35.3K +1,330 +3%
SFA
117
Souders Financial Advisors
Ohio
$1.15M -$25K -940 -2%
JWCA
118
J.W. Cole Advisors
Florida
$1.13M +$208K +7,812 +23%
TPF
119
Tribridge Partners Financial
Maryland
$1.12M +$1.11M +41,940 New
EW
120
Entruity Wealth
California
$1.12M -$156K -5,871 -12%
MWP
121
Madison Wealth Partners
Wisconsin
$1.03M +$238K +8,947 +30%
TFS
122
Thoroughbred Financial Services
Tennessee
$1.03M +$233K +8,758 +29%
LWA
123
LifeGoal Wealth Advisors
New York
$1.02M -$258K -9,715 -20%
PSCM
124
Per Stirling Capital Management
Texas
$970K -$7.51M -282,680 -89%
NFA
125
Northwest Financial Advisors
Virginia
$913K +$549K +20,667 +152%

CGMU Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q2 2025, worth a combined $2.85B — up 14% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGMU positions and 11 closed out — a net gain of 24 holders — while 125 added to existing stakes and 47 trimmed.

The largest buyer was Blue Chip Partners, adding an estimated $38.5M. The largest seller was Per Stirling Capital Management, cutting an estimated $7.51M.

  • 225 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q2 2025, up from 202 in Q1 2025.
  • Funds reported $2.85B of Capital Group Municipal Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 35 funds opened new Capital Group Municipal Income ETF positions in Q2 2025 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q2 2025 was Blue Chip Partners, an estimated $38.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q2 2025 was Per Stirling Capital Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2025.