We are live on ! Find out more
CGMU icon

Capital Group Municipal Income ETF

21 hedge funds and large institutions have $52.9M invested in Capital Group Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

82.07% more ownership

Funds ownership: 0%82.07% (+82%)

Holders
21
Holders Change
+21
Holders Change %
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$12.2M +$12.1M +465,000 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.5M +$11.4M +439,470 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.57M +$7.52M +289,239 New
CP
4
Capital Planning
Washington
$5.66M +$5.61M +215,700 New
PWA
5
Pillar Wealth Advisors
Pennsylvania
$4.5M +$4.47M +171,961 New
NECFA
6
New England Capital Financial Advisors
Connecticut
$2.42M +$2.34M +90,157 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.26M +$2.24M +86,298 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.19M +$2.17M +83,459 New
MML Investors Services
9
MML Investors Services
Massachusetts
$1.07M +$1.07M +41,069 New
BFEC
10
Benjamin F. Edwards & Company
Missouri
$973K +$966K +37,178 New
CGPCS
11
Capital Group Private Client Services
California
$798K +$793K +30,492 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$604K +$599K +23,055 New
LNC
13
Lincoln National Corp
Pennsylvania
$527K +$523K +20,133 New
BA
14
Ballew Advisors
Mississippi
$255K +$248K +9,540 New
DJSG
15
D.J. St. Germain
Massachusetts
$162K +$161K +6,200 New
HI
16
Harbour Investments
Wisconsin
$140K +$139K +5,362 New
CFGS
17
Concourse Financial Group Securities
Alabama
$37.6K +$37.2K +1,430 New
IA
18
IFP Advisors
Florida
$30K +$30.8K +1,184 New
MCC
19
Money Concepts Capital
Florida
$26.2K +$26K +1,000 New
Bank of America
20
Bank of America
North Carolina
$22.7K +$22.6K +868 New
UBS Group
21
UBS Group
Switzerland
$2.67K +$2.65K +102 New

CGMU Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q4 2022, worth a combined $52.9M.

Buyers outnumbered sellers: 21 funds opened new CGMU positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $12.1M.

  • 21 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $52.9M of Capital Group Municipal Income ETF stock for Q4 2022.
  • 21 funds opened new Capital Group Municipal Income ETF positions in Q4 2022 and 0 closed out, a net change of +21 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q4 2022 was Capital International Investors, an estimated $12.1M added.

Based on aggregated 13F filings for Q4 2022.