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Capital Group Municipal Income ETF

299 hedge funds and large institutions have $4.08B invested in Capital Group Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 6

631% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 26

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

22% more funds holding

Funds holding: 246299 (+53)

17% more capital invested

Capital invested by funds: $3.49B → $4.08B (+$590M)

0.23% more ownership

Funds ownership: 85.91%86.14% (+0.23%)

Holders
299
Holders Change
+53
Holders Change %
+21.54%
% of All Funds
3.64%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.16%
New
61
Increased
190
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
176
Wood Tarver Financial Group
Idaho
$856K +$2.63K +96 +0.3%
WWM
177
Western Wealth Management
Colorado
$852K +$303K +11,072 +55%
BEW
178
Burton Enright Welch
California
$828K +$189K +6,913 +30%
DADC
179
D.A. Davidson & Co
Montana
$823K +$521K +19,024 +172%
PTC
180
Private Trust Company
Ohio
$812K +$330K +12,056 +69%
Betterment LLC
181
Betterment LLC
New York
$775K +$19.5K +711 +3%
MWM
182
Meridian Wealth Management
Kentucky
$771K +$14K +512 +2%
NFG
183
Nations Financial Group
Iowa
$752K +$54.8K +2,000 +8%
FM
184
Family Management
New York
$748K +$748K +27,322 New
SCFS
185
Stewardship Concepts Financial Services
Washington
$734K +$734K +26,819 New
IA
186
IFP Advisors
Florida
$728K +$173K +6,307 +31%
CPA
187
Capital Planning Advisors
California
$710K +$101K +3,674 +17%
BOM
188
Bank of Marin
California
$710K +$101K +3,674 +17%
PWA
189
Peterson Wealth Advisors
Utah
$706K +$99.6K +3,639 +16%
MW
190
Maia Wealth
Colorado
$689K +$20.3K +743 +3%
AG
191
Ascent Group
Virginia
$686K +$8.02K +293 +1%
IAS
192
Insigneo Advisory Services
Florida
$683K
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$665K +$665K +24,296 New
EWS
194
Evergreen Wealth Solutions
Pennsylvania
$665K +$233K +8,504 +54%
AFP
195
Ausdal Financial Partners
Iowa
$644K +$18.1K +660 +3%
RBWA
196
RFG - Bristol Wealth Advisors
Massachusetts
$634K +$220K +8,050 +53%
KWA
197
Kingswood Wealth Advisors
California
$623K +$623K +22,737 New
SFS
198
Sunrise Financial Services
Washington
$620K +$620K +22,641 New
AI
199
Atria Investments
North Carolina
$612K -$39.5K -1,443 -6%
HAS
200
HBW Advisory Services
California
$604K +$74.3K +2,712 +14%