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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

223 hedge funds and large institutions have $2.84B 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
223
Holders Change
+23
Holders Change %
+11.5%
% of All Funds
2.99%
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
Blue Chip Partners
Michigan
+$38.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$35.1M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$27.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.9M

Top Sellers

1
PSCM
Per Stirling Capital Management
Texas
-$7.54M
2
Capital International Investors
Capital International Investors
California
-$4.64M
3
LFG
Leverty Financial Group
Wisconsin
-$3.78M
4
AI
Atria Investments
North Carolina
-$3.28M
5
GVAG
Great Valley Advisor Group
Delaware
-$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
176
HBW Advisory Services
California
$352K +$125K +4,690 +55%
SEIA
177
Signature Estate & Investment Advisors
California
$348K +$2.88K +108 +0.8%
DC
178
Davenport & Co
Virginia
$344K +$10.3K +386 +3%
SFG
179
Seamount Financial Group
Colorado
$339K +$15.4K +576 +5%
CF
180
Centaurus Financial
California
$334K +$67.7K +2,535 +25%
FFA
181
Fi3 Financial Advisors
Indiana
$330K +$330K +12,350 New
DJSG
182
D.J. St. Germain
Massachusetts
$325K – – –
CWP
183
Cyndeo Wealth Partners
Florida
$306K +$934 +35 +0.3%
LWM
184
Lodestone Wealth Management
Washington
$304K -$1.09K -41 -0.4%
PWA
185
Peterson Wealth Advisors
Utah
$293K -$106K -3,961 -26%
AAS
186
Ameritas Advisory Services
Nebraska
$290K -$14.7K -549 -5%
AWC
187
Adamsbrown Wealth Consultants
Kansas
$288K +$2.4K +90 +0.8%
MWML
188
M Wealth Management LLC
California
$279K – – –
SWP
189
Stratos Wealth Partners
Ohio
$277K +$277K +10,379 New
LFAS
190
Level Four Advisory Services
Texas
$268K – – –
FIM
191
Freedom Investment Management
Connecticut
$259K -$534 -20 -0.2%
BA
192
Ballew Advisors
Mississippi
$255K – – –
CA
193
CGN Advisors
Kansas
$250K +$9.61K +360 +4%
MCA
194
MSH Capital Advisors
Arizona
$249K +$249K +9,327 New
DADC
195
D.A. Davidson & Co
Montana
$241K +$241K +9,031 New
CCM
196
Charter Capital Management
Wisconsin
$237K +$237K +8,888 New
KWM
197
Kingsview Wealth Management
Oregon
$230K +$230K +8,599 New
AFP
198
Ausdal Financial Partners
Iowa
$227K – – –
NS
199
NBC Securities
Alabama
$220K +$136K +5,113 +162%
SB
200
Strategic Blueprint
Georgia
$219K +$219K +8,207 New
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