We are live on ! Find out more
CGMU icon

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
PB
176
Pinnacle Bancorp
Nebraska
$35.4K +$35.8K +1,316 New
CA
177
Continuum Advisory
Idaho
$34.9K
TCG
178
Transcendent Capital Group
Oklahoma
$31.8K +$408 +15 +1%
SWM
179
Spire Wealth Management
Virginia
$25K +$25.2K +928 New
OP
180
ORG Partners
Indiana
$24.7K +$24.9K +917 New
OC
181
Oakworth Capital
Alabama
$19.5K +$19.7K +726 New
CA
182
CoreCap Advisors
Michigan
$8.86K +$8.94K +329 New
BC
183
Barrett & Company
Rhode Island
$8.08K +$8.16K +300 New
JFA
184
JNBA Financial Advisors
Minnesota
$5.92K +$979 +36 +20%
FDW
185
Fourth Dimension Wealth
Ohio
$5.38K +$5.44K +200 New
KIM
186
Kestra Investment Management
Texas
$3.97K +$4.02K +148 New
NMG
187
New Millennium Group
Utah
$1.18K +$1.2K +44 New
NS
188
NBC Securities
Alabama
$85 +$82 +3 New
SW
189
Simplicity Wealth
New Jersey
-$1.27M -46,279 Closed
PWA
190
Pillar Wealth Advisors
Pennsylvania
-$473K -17,215 Closed
BJL
191
Brighton Jones LLC
Washington
-$296K -10,780 Closed
BB
192
Burford Brothers
Texas
-$243K -8,850 Closed
QWM
193
Quadcap Wealth Management
Texas
-$217K -7,887 Closed
CA
194
Carson Advisory
Georgia
-$203K -7,400 Closed
GLA
195
Good Life Advisors
Pennsylvania
-$200K -7,294 Closed
Fidelity Investments
196
Fidelity Investments
Massachusetts
-$55 -2 Closed

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.