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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
BA
151
Ballew Advisors
Mississippi
$256K
MWM
152
Modern Wealth Management
Kansas
$253K +$255K +9,394 New
CA
153
CGN Advisors
Kansas
$246K +$11.8K +434 +5%
RCM
154
Riggs Capital Management
Utah
$237K +$239K +8,794 New
SA
155
Sanctuary Advisors
Indiana
$234K +$235K +8,631 New
HAS
156
HBW Advisory Services
California
$231K +$233K +8,573 New
AFP
157
Ausdal Financial Partners
Iowa
$229K
RIL
158
Rothschild Investment LLC
Illinois
$194K
HCP
159
Hexagon Capital Partners
Arkansas
$194K
SS
160
Sunbelt Securities
Texas
$181K
PTC
161
Private Trust Company
Ohio
$176K -$325K -11,965 -65%
RMP
162
Richards, Merrill & Peterson
Washington
$164K +$165K +6,075 New
CFB
163
Cullen/Frost Bankers
Texas
$126K +$89.9K +3,306 +241%
FHA
164
First Horizon Advisors
Tennessee
$119K
BFS
165
Bare Financial Services
Pennsylvania
$101K -$1.35M -49,578 -93%
EC
166
Elequin Capital
New York
$101K -$986K -36,264 -91%
WWP
167
WR Wealth Planners
Missouri
$97.9K -$105K -3,869 -52%
MIA
168
Milestone Investment Advisors
Wisconsin
$97.6K
WI
169
Wintrust Investments
Illinois
$95K +$11.6K +427 +14%
EPW
170
Endeavor Private Wealth
Kansas
$83.4K +$84.3K +3,099 New
GSWM
171
Golden State Wealth Management
California
$66.4K +$67K +2,466 New
TSMHT
172
Thurston Springer Miller Herd & Titak
Indiana
$65.1K +$381 +14 +0.6%
CFD
173
Creative Financial Designs
Indiana
$64.4K +$23.5K +863 +56%
MHR
174
Matthew Hamilton Rosenberg
$56K +$56.6K +2,082 New
Bank of America
175
Bank of America
North Carolina
$54.4K

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.