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Capital Group Municipal Income ETF
CGMU

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: 2 → 4 (+2)

7% more funds holding

Funds holding: 188 → 202 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$56M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$28.5M
3
UBS Group
UBS Group
Switzerland
+$22.6M
4
Capital International Investors
Capital International Investors
California
+$20.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.64M
2
IAA
Independent Advisor Alliance
North Carolina
-$2.05M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.99M
4
GS
GWN Securities
Florida
-$783K
5
AWE
Avidian Wealth Enterprises
Texas
-$744K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
151
First Heartland Consultants
Missouri
$356K +$3.38K +125 +1%
SEIA
152
Signature Estate & Investment Advisors
California
$347K +$350K +12,946 New
DC
153
Davenport & Co
Virginia
$335K +$6.7K +248 +2%
DJSG
154
D.J. St. Germain
Massachusetts
$327K – – –
SFG
155
Seamount Financial Group
Colorado
$325K +$23.1K +856 +8%
EWS
156
Evergreen Wealth Solutions
Pennsylvania
$313K +$316K +11,680 New
AAS
157
Ameritas Advisory Services
Nebraska
$307K -$13.2K -489 -4%
CWP
158
Cyndeo Wealth Partners
Florida
$307K -$82.9K -3,066 -21%
LWM
159
Lodestone Wealth Management
Washington
$307K -$11K -407 -3%
IA
160
IFP Advisors
Florida
$304K +$15.2K +561 +5%
AWC
161
Adamsbrown Wealth Consultants
Kansas
$287K +$289K +10,709 New
MWML
162
M Wealth Management LLC
California
$280K -$214K -7,899 -43%
GS
163
GWN Securities
Florida
$271K -$783K -28,965 -74%
LFAS
164
Level Four Advisory Services
Texas
$269K – – –
CF
165
Centaurus Financial
California
$267K +$269K +9,965 New
MW
166
Maia Wealth
Colorado
$264K -$141K -5,235 -34%
FIM
167
Freedom Investment Management
Connecticut
$261K -$27.1K -1,001 -9%
BA
168
Ballew Advisors
Mississippi
$250K – – –
IF
169
Intrua Financial
Texas
$246K +$248K +9,177 New
CA
170
CGN Advisors
Kansas
$242K -$3.16K -117 -1%
SA
171
Sanctuary Advisors
Indiana
$232K +$135 +5 +0.1%
HAS
172
HBW Advisory Services
California
$228K -$1.92K -71 -0.8%
AFP
173
Ausdal Financial Partners
Iowa
$228K – – –
LA
174
Latitude Advisors
Florida
$210K +$211K +7,815 New
CA
175
Carson Advisory
Georgia
$203K +$204K +7,564 New
5 6
7
8 9

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.