We are live on ! Find out more
CGMU icon

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
SPIA
126
Steward Partners Investment Advisory
New York
$407K +$287K +10,549 +232%
PWA
127
Peterson Wealth Advisors
Utah
$393K +$23.6K +867 +6%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$392K +$56.8K +2,088 +17%
CWP
129
Cyndeo Wealth Partners
Florida
$390K +$1.14K +42 +0.3%
SCM
130
Saxony Capital Management
Missouri
$377K
NL
131
NWAM LLC
Washington
$375K +$378K +13,912 New
WWM
132
Western Wealth Management
Colorado
$372K +$76.4K +2,809 +25%
BFA
133
Bill Few Associates
Pennsylvania
$368K
JBA
134
Johnson Bixby & Associates
Washington
$358K -$66.9K -2,461 -16%
FHC
135
First Heartland Consultants
Missouri
$354K -$2.8K -103 -0.8%
NFA
136
Northwest Financial Advisors
Virginia
$346K +$24.7K +910 +8%
SPC
137
Sigma Planning Corp
Michigan
$341K +$17.9K +658 +5%
DC
138
Davenport & Co
Virginia
$329K +$95.1K +3,498 +40%
DJSG
139
D.J. St. Germain
Massachusetts
$328K
AAS
140
Ameritas Advisory Services
Nebraska
$321K +$66.1K +2,433 +26%
LWM
141
Lodestone Wealth Management
Washington
$319K -$8.75K -322 -3%
GRP
142
Global Retirement Partners
California
$317K +$105K +3,868 +49%
GWP
143
Gateway Wealth Partners
Wisconsin
$310K +$74.4K +2,738 +31%
PFS
144
Prospera Financial Services
Texas
$307K +$54K +1,986 +21%
SFG
145
Seamount Financial Group
Colorado
$303K +$306K +11,267 New
IAIM
146
International Assets Investment Management
Florida
$299K +$302K +11,103 New
IA
147
IFP Advisors
Florida
$290K +$1.22K +45 +0.4%
FIM
148
Freedom Investment Management
Connecticut
$289K +$10.4K +382 +4%
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$280K +$65.3K +2,402 +30%
LFAS
150
Level Four Advisory Services
Texas
$270K

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.