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Capital Group Municipal Income ETF

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: 24 (+2)

7% more funds holding

Funds holding: 188202 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$194K
HCP
177
Hexagon Capital Partners
Arkansas
$194K
SS
178
Sunbelt Securities
Texas
$177K -$4K -148 -2%
RMP
179
Richards, Merrill & Peterson
Washington
$163K
FHA
180
First Horizon Advisors
Tennessee
$119K
BFS
181
Bare Financial Services
Pennsylvania
$102K +$838 +31 +0.8%
MIA
182
Milestone Investment Advisors
Wisconsin
$97.2K
GSWM
183
Golden State Wealth Management
California
$91K +$25K +925 +38%
NS
184
NBC Securities
Alabama
$84K +$85.5K +3,162 +105,400%
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$64.9K +$54 +2 +0.1%
CFD
186
Creative Financial Designs
Indiana
$64.4K +$162 +6 +0.3%
MHR
187
Matthew Hamilton Rosenberg
$55.8K
OWA
188
Opal Wealth Advisors
New York
$46K +$46.4K +1,715 New
GWSG
189
GPS Wealth Strategies Group
Colorado
$39.3K +$39.6K +1,466 New
PB
190
Pinnacle Bancorp
Nebraska
$35.3K
CA
191
Continuum Advisory
Idaho
$34.7K
FP
192
Financial Perspectives
Minnesota
$33.4K +$33.7K +1,247 New
AAP
193
Arax Advisory Partners
Colorado
$30.1K +$30.3K +1,122 New
SWM
194
Spire Wealth Management
Virginia
$24.9K
OC
195
Oakworth Capital
Alabama
$19.5K
CA
196
CoreCap Advisors
Michigan
$13.6K +$4.81K +178 +54%
HFS
197
Hantz Financial Services
Michigan
$10K +$9.84K +364 New
HNB
198
Huntington National Bank
Ohio
$9.87K
BC
199
Barrett & Company
Rhode Island
$8.05K
JFA
200
JNBA Financial Advisors
Minnesota
$5.9K

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.