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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
CWM
126
Congress Wealth Management
Massachusetts
$566K +$570K +21,095 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$549K +$553K +20,468 New
LFG
128
Larson Financial Group
Missouri
$545K +$549K +20,306 New
HIM
129
Hanlon Investment Management
New Jersey
$526K +$15.6K +577 +3%
NFG
130
Nations Financial Group
Iowa
$526K +$78.4K +2,900 +17%
GT
131
Glenview Trust
Kentucky
$509K
NL
132
NWAM LLC
Washington
$475K +$103K +3,796 +27%
FFA
133
Frazier Financial Advisors
Ohio
$475K -$30.8K -1,138 -6%
FAIM
134
Financial Advocates Investment Management
Washington
$442K -$3.7K -137 -0.8%
MHB
135
Midwest Heritage Bank
Iowa
$432K +$514 +19 +0.1%
KFGK
136
Keystone Financial Group (Kentucky)
Kentucky
$427K +$149K +5,502 +53%
WWM
137
Western Wealth Management
Colorado
$427K +$55.9K +2,069 +15%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$424K +$33.2K +1,230 +8%
CWM
139
Cornerstone Wealth Management
Missouri
$420K +$423K +15,648 New
GKWIM
140
Gerber Kawasaki Wealth & Investment Management
California
$413K -$46.1K -1,707 -10%
PWA
141
Peterson Wealth Advisors
Utah
$397K +$9.81K +363 +2%
SIM
142
Synergy Investment Management
Florida
$394K +$397K +14,700 New
SPC
143
Sigma Planning Corp
Michigan
$392K +$52.1K +1,927 +15%
PTC
144
Private Trust Company
Ohio
$389K +$215K +7,954 +122%
HighTower Advisors
145
HighTower Advisors
Illinois
$389K -$33.4K -1,235 -8%
GWP
146
Gateway Wealth Partners
Wisconsin
$384K +$76.6K +2,834 +25%
SCM
147
Saxony Capital Management
Missouri
$375K
BFA
148
Bill Few Associates
Pennsylvania
$367K
NFA
149
Northwest Financial Advisors
Virginia
$364K +$19.5K +720 +6%
JBA
150
Johnson Bixby & Associates
Washington
$357K

CGMU Hedge Fund Activity: Q1 2025 in Review

202 of the 7,458 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.