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Capital Group Municipal Income ETF

330 hedge funds and large institutions have $4.71B invested in Capital Group Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 214 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 41

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $4.08B → $4.71B (+$633M)

10% more funds holding

Funds holding: 300330 (+30)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.09% less ownership

Funds ownership: 86.14%85.06% (-1.1%)

Holders
330
Holders Change
+30
Holders Change %
+10%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
44
Increased
214
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
176
Intergy Private Wealth
Colorado
$1.19M +$71.7K +2,601 +6%
BEW
177
Burton Enright Welch
California
$1.18M +$368K +13,350 +44%
EW
178
Entruity Wealth
California
$1.17M -$10.9K -396 -0.9%
CA
179
COFG Advisors
Illinois
$1.16M +$316K +11,470 +37%
MWP
180
Madison Wealth Partners
Wisconsin
$1.13M +$58.3K +2,114 +5%
IWC
181
Integrated Wealth Concepts
Massachusetts
$1.11M +$248K +9,004 +28%
AFP
182
Ausdal Financial Partners
Iowa
$1.11M +$475K +17,226 +73%
DWAM
183
Duncan Williams Asset Management
Tennessee
$1.04M +$41K +1,486 +4%
CAM
184
Clarity Asset Management
Iowa
$1.04M +$1.06M +38,420 New
KW
185
KWB Wealth
California
$1.03M
MWM
186
Meridian Wealth Management
Kentucky
$978K +$216K +7,837 +28%
NFG
187
Nations Financial Group
Iowa
$965K +$223K +8,070 +29%
WTFG
188
Wood Tarver Financial Group
Idaho
$958K +$111K +4,024 +13%
APWA
189
Atlas Private Wealth Advisors
New Jersey
$952K +$1.08K +39 +0.1%
EWA
190
EverSource Wealth Advisors
Alabama
$948K -$82.4K -2,986 -8%
LWA
191
Lineweaver Wealth Advisors
Ohio
$861K +$875K +31,729 New
VA
192
VestGen Advisors
Illinois
$851K +$859K +31,133 New
HIM
193
Hanlon Investment Management
New Jersey
$845K -$26.7K -968 -3%
BFS
194
Bare Financial Services
Pennsylvania
$819K +$490K +17,755 +143%
PTC
195
Private Trust Company
Ohio
$817K +$11.9K +433 +1%
AG
196
Ascent Group
Virginia
$812K +$134K +4,859 +19%
SEIA
197
Signature Estate & Investment Advisors
California
$810K +$457K +16,567 +125%
Betterment LLC
198
Betterment LLC
New York
$808K +$40.1K +1,454 +5%
DADC
199
D.A. Davidson & Co
Montana
$788K -$28.6K -1,038 -3%
NLWP
200
Next Level Wealth Planning
Idaho
$770K +$479K +17,361 +158%

CGMU Hedge Fund Activity: Q1 2026 in Review

330 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2026, worth a combined $4.71B — up 16% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGMU positions and 10 closed out — a net gain of 34 holders — while 214 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $93.8M. The largest seller was MML Investors Services, cutting an estimated $8.72M.

  • 330 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2026, up from 300 in Q4 2025.
  • Funds reported $4.71B of Capital Group Municipal Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 44 funds opened new Capital Group Municipal Income ETF positions in Q1 2026 and 10 closed out, a net change of +34 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2026 was LPL Financial, an estimated $93.8M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2026 was MML Investors Services, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2026.