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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

187 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, 104 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+35
Holders Change %
+23.03%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
104
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$5.15B
2
Capital International Investors
2
Capital International Investors
California
$1.05B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$70.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$184M
5
LPL Financial
5
LPL Financial
California
$66.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.1M
2
BFS
2
Bare Financial Services
Pennsylvania
$101K
3
SW
3
Simplicity Wealth
New Jersey
$0
4
EC
4
Elequin Capital
New York
$101K
5
RFG
5
RFP Financial Group
Georgia
$438K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Modern Wealth Management
Kansas
$253K +$253K +9,394 New
CA
152
CGN Advisors
Kansas
$246K +$11.7K +434 +5%
RCM
153
Riggs Capital Management
Utah
$237K +$237K +8,794 New
SA
154
Sanctuary Advisors
Indiana
$234K +$234K +8,631 New
HAS
155
HBW Advisory Services
California
$231K +$231K +8,573 New
AFP
156
Ausdal Financial Partners
Iowa
$229K – – –
RIL
157
Rothschild Investment LLC
Illinois
$194K – – –
HCP
158
Hexagon Capital Partners
Arkansas
$194K – – –
SS
159
Sunbelt Securities
Texas
$181K – – –
PTC
160
Private Trust Company
Ohio
$176K -$322K -11,965 -65%
RMP
161
Richards, Merrill & Peterson
Washington
$164K +$164K +6,075 New
CFB
162
Cullen/Frost Bankers
Texas
$126K +$89K +3,306 +241%
FHA
163
First Horizon Advisors
Tennessee
$119K – – –
BFS
164
Bare Financial Services
Pennsylvania
$101K -$1.33M -49,578 -93%
EC
165
Elequin Capital
New York
$101K -$976K -36,264 -91%
WWP
166
WR Wealth Planners
Missouri
$97.9K -$104K -3,869 -52%
MIA
167
Milestone Investment Advisors
Wisconsin
$97.6K – – –
WI
168
Wintrust Investments
Illinois
$95K +$11.4K +427 +14%
EPW
169
Endeavor Private Wealth
Kansas
$83.4K +$83.4K +3,099 New
GSWM
170
Golden State Wealth Management
California
$66.4K +$66.4K +2,466 New
TSMHT
171
Thurston Springer Miller Herd & Titak
Indiana
$65.1K +$377 +14 +0.6%
CFD
172
Creative Financial Designs
Indiana
$64.4K +$23.2K +863 +56%
MHR
173
Matthew Hamilton Rosenberg
$56K +$56K +2,082 New
Bank of America
174
Bank of America
North Carolina
$54.4K – – –
PB
175
Pinnacle Bancorp
Nebraska
$35.4K +$35.4K +1,316 New
4 5 6
7
8