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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

222 hedge funds and large institutions have $2.83B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+22
Holders Change %
+11%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
122
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCP
1
Blue Chip Partners
Michigan
$40.5M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$133M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$52M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$225M
5
Morgan Stanley
5
Morgan Stanley
New York
$126M

Top Sellers

1
PSCM
1
Per Stirling Capital Management
Texas
$970K
2
Capital International Investors
2
Capital International Investors
California
$1.06B
3
LFG
3
Leverty Financial Group
Wisconsin
$577K
4
AI
4
Atria Investments
North Carolina
$742K
5
GVAG
5
Great Valley Advisor Group
Delaware
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
176
Signature Estate & Investment Advisors
California
$348K +$2.88K +108 +0.8%
DC
177
Davenport & Co
Virginia
$344K +$10.3K +386 +3%
SFG
178
Seamount Financial Group
Colorado
$339K +$15.4K +576 +5%
CF
179
Centaurus Financial
California
$334K +$67.7K +2,535 +25%
FFA
180
Fi3 Financial Advisors
Indiana
$330K +$330K +12,350 New
DJSG
181
D.J. St. Germain
Massachusetts
$325K – – –
CWP
182
Cyndeo Wealth Partners
Florida
$306K +$934 +35 +0.3%
LWM
183
Lodestone Wealth Management
Washington
$304K -$1.09K -41 -0.4%
PWA
184
Peterson Wealth Advisors
Utah
$293K -$106K -3,961 -26%
AAS
185
Ameritas Advisory Services
Nebraska
$290K -$14.7K -549 -5%
AWC
186
Adamsbrown Wealth Consultants
Kansas
$288K +$2.4K +90 +0.8%
MWML
187
M Wealth Management LLC
California
$279K – – –
SWP
188
Stratos Wealth Partners
Ohio
$277K +$277K +10,379 New
LFAS
189
Level Four Advisory Services
Texas
$268K – – –
FIM
190
Freedom Investment Management
Connecticut
$259K -$534 -20 -0.2%
BA
191
Ballew Advisors
Mississippi
$255K – – –
CA
192
CGN Advisors
Kansas
$250K +$9.61K +360 +4%
MCA
193
MSH Capital Advisors
Arizona
$249K +$249K +9,327 New
DADC
194
D.A. Davidson & Co
Montana
$241K +$241K +9,031 New
CCM
195
Charter Capital Management
Wisconsin
$237K +$237K +8,888 New
KWM
196
Kingsview Wealth Management
Oregon
$230K +$230K +8,599 New
AFP
197
Ausdal Financial Partners
Iowa
$227K – – –
NS
198
NBC Securities
Alabama
$220K +$136K +5,113 +162%
SB
199
Strategic Blueprint
Georgia
$219K +$219K +8,207 New
AWA
200
Arkadios Wealth Advisors
Georgia
$218K +$218K +8,158 New
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