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Capital Group Municipal Income ETF
CGMU

Overview Fund Activity

106 hedge funds and large institutions have $409M invested in Capital Group Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
60
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$19.4M
2
LPL Financial
2
LPL Financial
California
$24.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.8M
4
UBS Group
4
UBS Group
Switzerland
$36.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.7M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$0
2
Capital International Investors
2
Capital International Investors
California
$3.08M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$10.1M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$20.1K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$45.8M 1,697,218 +146,827 +9%
UBS Group
2
UBS Group
Switzerland
$36.7M 1,358,225 +144,295 +12%
Stifel Financial
3
Stifel Financial
Missouri
$24.9M 922,993 +21,207 +2%
LPL Financial
4
LPL Financial
California
$24.4M 903,750 +280,874 +45%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.4M 718,847 +478,759 +199%
GVAG
6
Great Valley Advisor Group
Delaware
$18.8M 695,277 +64,636 +10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$18.7M 693,536 +123,260 +22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.6M 689,187 +58,912 +9%
CGPCS
9
Capital Group Private Client Services
California
$15.5M 575,613 +107,429 +23%
MML Investors Services
10
MML Investors Services
Massachusetts
$15.5M 574,108 +53,482 +10%
VWM
11
Venturi Wealth Management
Texas
$14.8M 549,659 +6,311 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.4M 460,805 +76,685 +20%
PWA
13
Pillar Wealth Advisors
Pennsylvania
$10.1M 372,520 -8,744 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.37M 347,042 +40,150 +13%
CA
15
Cetera Advisors
Colorado
$7.92M 293,105 +102,108 +53%
LNC
16
Lincoln National Corp
Pennsylvania
$6.38M 236,252 +77,186 +49%
PAG
17
Private Advisor Group
New Jersey
$6.06M 224,201 +80,112 +56%
CAN
18
Cetera Advisor Networks
California
$5.76M 213,355 +38,186 +22%
CP
19
Capital Planning
Washington
$5.45M 201,242 -1,178 -0.6%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.93M 182,353 +3,482 +2%
WAM
21
WNY Asset Management
New York
$4.16M 153,985 +12,600 +9%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$3.62M 134,080 +119,889 +845%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.6M 133,162 +29,910 +29%
CA
24
Crumly & Associates
Illinois
$3.26M 120,541 +42,869 +55%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$3.25M 120,262 +37,819 +46%
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