Capital Group Municipal Income ETF
CGMU
153 hedge funds and large institutions have $2.05B invested in Capital Group Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 12 reducing their positions, and 4 closing their positions.
850% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 4
650% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 12
325% more capital invested
Capital invested by funds: $482M → $2.05B (+$1.57B)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
26% more funds holding
Funds holding: 121 → 153 (+32)
24.69% more ownership
Funds ownership: 61.49% → 86.18% (+25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.03B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$147M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$34.1M |
| 4 |
JP Morgan Chase
New York
|
+$30.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$5.04M |
| 2 |
Goldman Sachs
New York
|
-$1.84M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.21M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$762K |
| 5 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$666K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCG
151
Transcendent Capital Group
Edmond,
Oklahoma
| $32K | +$31.8K | +1,167 | New |
|
|
JFA
152
JNBA Financial Advisors
Bloomington,
Minnesota
| $5.05K | +$5.02K | +184 | New |
|
153
Fidelity Investments
Boston,
Massachusetts
| $55 | +$27 | +1 | +100% |
|
|
154
Goldman Sachs
New York
| – | -$1.84M | -68,551 | Closed |
|
|
WP
155
WMS Partners
Towson,
Maryland
| – | -$525K | -19,567 | Closed |
|
|
VA
156
Valmark Advisers
Akron,
Ohio
| – | -$231K | -8,600 | Closed |
|
|
FLPIM
157
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$28.2K | -1,050 | Closed |
|
CGMU Hedge Fund Activity: Q3 2024 in Review
153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q3 2024, worth a combined $2.05B — up 325% from $482M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CGMU positions and 4 closed out — a net gain of 34 holders — while 90 added to existing stakes and 12 trimmed.
The largest buyer was Capital International Investors, adding an estimated $1.03B. The largest seller was Pillar Wealth Advisors, cutting an estimated $5.04M.
- 153 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q3 2024, up from 121 in Q2 2024.
- Funds reported $2.05B of Capital Group Municipal Income ETF stock for Q3 2024, up 325% quarter-over-quarter.
- 38 funds opened new Capital Group Municipal Income ETF positions in Q3 2024 and 4 closed out, a net change of +34 holders.
- The largest Capital Group Municipal Income ETF buyer in Q3 2024 was Capital International Investors, an estimated $1.03B added.
- The largest Capital Group Municipal Income ETF seller in Q3 2024 was Pillar Wealth Advisors, an estimated $5.04M sold.
Based on aggregated 13F filings for Q3 2024.