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Capital Group Municipal Income ETF

246 hedge funds and large institutions have $3.49B invested in Capital Group Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 150 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

249% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 43

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more capital invested

Capital invested by funds: $2.85B → $3.49B (+$635M)

9% more funds holding

Funds holding: 225246 (+21)

0.86% more ownership

Funds ownership: 85.05%85.91% (+0.86%)

Holders
246
Holders Change
+21
Holders Change %
+9.33%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
150
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
151
Betterment LLC
New York
$753K -$701K -26,081 -49%
DWAM
152
Duncan Williams Asset Management
Tennessee
$736K +$725K +26,955 New
NFG
153
Nations Financial Group
Iowa
$695K +$49.9K +1,855 +8%
GWP
154
Gateway Wealth Partners
Wisconsin
$681K +$11.7K +436 +2%
IAS
155
Insigneo Advisory Services
Florida
$681K
AG
156
Ascent Group
Virginia
$676K +$91.2K +3,392 +16%
BFG
157
Berger Financial Group
Minnesota
$662K -$11.1K -413 -2%
MW
158
Maia Wealth
Colorado
$658K +$252K +9,383 +64%
AI
159
Atria Investments
North Carolina
$650K -$108K -4,008 -14%
BEW
160
Burton Enright Welch
California
$637K -$126K -4,685 -17%
AFP
161
Ausdal Financial Partners
Iowa
$623K +$386K +14,343 +169%
CPA
162
Capital Planning Advisors
California
$607K +$598K +22,251 New
BOM
163
Bank of Marin
California
$607K +$598K +22,251 New
PWA
164
Peterson Wealth Advisors
Utah
$603K +$300K +11,162 +102%
SFM
165
Signet Financial Management
New Jersey
$585K -$78K -2,900 -12%
IWC
166
Integrated Wealth Concepts
Massachusetts
$580K +$571K +21,253 New
AF
167
Allworth Financial
California
$557K -$65.8K -2,447 -11%
IA
168
IFP Advisors
Florida
$553K +$130K +4,822 +31%
WWM
169
Western Wealth Management
Colorado
$547K +$107K +3,998 +25%
CMAI
170
Capital Management Associates Inc
Minnesota
$546K +$538K +20,014 New
AWE
171
Avidian Wealth Enterprises
Texas
$546K
TCG
172
Transcendent Capital Group
Oklahoma
$544K +$23.1K +858 +4%
SPC
173
Sigma Planning Corp
Michigan
$539K +$21.4K +797 +4%
SHGA
174
Sand Hill Global Advisors
California
$528K +$5.86K +218 +1%
HAS
175
HBW Advisory Services
California
$528K +$165K +6,151 +47%