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Capital Group Municipal Income ETF
CGMU

330 hedge funds and large institutions have $4.71B invested in Capital Group Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 214 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 41

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $4.08B → $4.71B (+$633M)

10% more funds holding

Funds holding: 300 → 330 (+30)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

1.09% less ownership

Funds ownership: 86.14% → 85.06% (-1.1%)

Holders
330
Holders Change
+30
Holders Change %
+10%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
44
Increased
214
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$93.8M
2
Wells Fargo
Wells Fargo
California
+$76.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47M
5
Morgan Stanley
Morgan Stanley
New York
+$36.7M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$8.72M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.54M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.05M
4
ICP
Interchange Capital Partners
Pennsylvania
-$1.55M
5
JWCA
J.W. Cole Advisors
Florida
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
151
Ameritas Advisory Services
Nebraska
$1.76M +$5.08K +184 +0.3%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$1.76M +$93.4K +3,385 +6%
WS
153
Wedbush Securities
California
$1.71M +$59.8K +2,169 +4%
SCFS
154
Stewardship Concepts Financial Services
Washington
$1.67M +$962K +34,862 +130%
STA
155
Smith Thornton Advisors
Alabama
$1.63M – – –
SFA
156
Souders Financial Advisors
Ohio
$1.62M +$142K +5,166 +9%
WWM
157
Western Wealth Management
Colorado
$1.62M +$783K +28,404 +91%
Citadel Advisors
158
Citadel Advisors
Florida
$1.58M +$1.61M +58,266 New
FM
159
Family Management
New York
$1.58M +$847K +30,696 +112%
AFA
160
American Financial Advisors
Georgia
$1.57M +$63.1K +2,289 +4%
SIG
161
Spinnaker Investment Group
California
$1.55M +$160K +5,817 +11%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$1.48M +$81K +2,937 +6%
BAM
163
Belpointe Asset Management
Nevada
$1.44M +$82.7K +2,998 +6%
SWM
164
SK Wealth Management
Rhode Island
$1.41M -$63.6K -2,307 -4%
IP
165
Indivisible Partners
Florida
$1.39M +$54.5K +1,975 +4%
CA
166
Calton & Associates
Florida
$1.38M +$337K +12,226 +32%
BFG
167
Berger Financial Group
Minnesota
$1.37M +$2.48K +90 +0.2%
FFA
168
Fi3 Financial Advisors
Indiana
$1.36M +$33.5K +1,216 +2%
IF
169
Intrua Financial
Texas
$1.36M +$120K +4,343 +9%
TA
170
TrueWealth Advisors
Alabama
$1.35M +$213K +7,713 +18%
AFM
171
Armstrong Fleming & Moore
District of Columbia
$1.33M -$59.7K -2,166 -4%
LWA
172
LifeGoal Wealth Advisors
New York
$1.31M +$83.2K +3,015 +7%
BPFA
173
Barnes Pettey Financial Advisors
Mississippi
$1.23M +$260K +9,418 +26%
MIA
174
Milestone Investment Advisors
Wisconsin
$1.22M +$701K +25,399 +129%
TFS
175
Thoroughbred Financial Services
Tennessee
$1.2M +$61.5K +2,228 +5%
5 6
7
8 9

CGMU Hedge Fund Activity: Q1 2026 in Review

330 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2026, worth a combined $4.71B — up 16% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGMU positions and 10 closed out — a net gain of 34 holders — while 214 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $93.8M. The largest seller was MML Investors Services, cutting an estimated $8.72M.

  • 330 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2026, up from 300 in Q4 2025.
  • Funds reported $4.71B of Capital Group Municipal Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 44 funds opened new Capital Group Municipal Income ETF positions in Q1 2026 and 10 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2026 was LPL Financial, an estimated $93.8M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2026 was MML Investors Services, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2026.