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Capital Group Municipal Income ETF
CGMU

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: 300 → 330 (+30)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$93.8M
2
Wells Fargo
Wells Fargo
California
+$76.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47M
5
Morgan Stanley
Morgan Stanley
New York
+$36.7M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$8.72M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.54M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.05M
4
ICP
Interchange Capital Partners
Pennsylvania
-$1.55M
5
JWCA
J.W. Cole Advisors
Florida
-$1.26M
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%
3 4
5
6 7

CGMU Hedge Fund Activity: Q1 2026 in Review

330 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2026, worth a combined $4.71B — up 16% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGMU positions and 10 closed out — a net gain of 34 holders — while 214 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $93.8M. The largest seller was MML Investors Services, cutting an estimated $8.72M.

  • 330 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2026, up from 300 in Q4 2025.
  • Funds reported $4.71B of Capital Group Municipal Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 44 funds opened new Capital Group Municipal Income ETF positions in Q1 2026 and 10 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2026 was LPL Financial, an estimated $93.8M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2026 was MML Investors Services, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2026.