We are live on ! Find out more
CGMU icon

Capital Group Municipal Income ETF

246 hedge funds and large institutions have $3.49B invested in Capital Group Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 150 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

249% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 43

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more capital invested

Capital invested by funds: $2.85B → $3.49B (+$635M)

9% more funds holding

Funds holding: 225246 (+21)

0.86% more ownership

Funds ownership: 85.05%85.91% (+0.86%)

Holders
246
Holders Change
+21
Holders Change %
+9.33%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
150
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
Simplicity Wealth
New Jersey
$1.91M -$1.7M -63,306 -48%
MSWM
102
McGlone Suttner Wealth Management
Wisconsin
$1.89M +$70.7K +2,628 +4%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.78M +$90.2K +3,356 +5%
AFA
104
AA Financial Advisors
Ohio
$1.77M +$101K +3,743 +6%
TPF
105
Tribridge Partners Financial
Maryland
$1.74M +$588K +21,876 +52%
HI
106
Harbour Investments
Wisconsin
$1.7M +$929K +34,550 +124%
LWM
107
LongView Wealth Management
Georgia
$1.68M +$496K +18,465 +43%
Cerity Partners
108
Cerity Partners
New York
$1.65M +$11.8K +440 +0.7%
WS
109
Wedbush Securities
California
$1.65M +$136K +5,059 +9%
VA
110
Valmark Advisers
Ohio
$1.63M +$255K +9,477 +19%
SA
111
Sovran Advisors
California
$1.63M +$382K +14,224 +32%
STA
112
Smith Thornton Advisors
Alabama
$1.62M +$269K +10,000 +20%
PF
113
Penney Financial
Texas
$1.6M +$1.58M +58,766 New
SI
114
Stephens Inc
Arkansas
$1.44M +$74.9K +2,785 +6%
AFM
115
Armstrong Fleming & Moore
District of Columbia
$1.4M +$78.7K +2,926 +6%
AFA
116
American Financial Advisors
Georgia
$1.37M +$60.2K +2,240 +5%
LFG
117
Leverty Financial Group
Wisconsin
$1.35M +$751K +27,932 +129%
SIG
118
Spinnaker Investment Group
California
$1.35M +$32.4K +1,207 +2%
SFA
119
Souders Financial Advisors
Ohio
$1.34M +$171K +6,342 +15%
SWM
120
SK Wealth Management
Rhode Island
$1.34M +$656K +24,414 +99%
FFA
121
Fi3 Financial Advisors
Indiana
$1.34M +$985K +36,621 +297%
GS
122
GWN Securities
Florida
$1.33M +$138K +5,149 +12%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$1.31M +$1.29M +48,082 New
OMC
124
Old Mission Capital
Illinois
$1.29M -$747K -27,775 -37%
BAM
125
Belpointe Asset Management
Nevada
$1.27M +$43K +1,600 +4%