We are live on ! Find out more
CGMU icon

Capital Group Municipal Income ETF

188 hedge funds and large institutions have $7.37B invested in Capital Group Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 8

425% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 20

260% more capital invested

Capital invested by funds: $2.05B → $7.37B (+$5.33B)

23% more funds holding

Funds holding: 153188 (+35)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.09% less ownership

Funds ownership: 86.18%84.09% (-2.1%)

Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
105
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$5.15B +$1.27M +46,576 +32%
Capital International Investors
2
Capital International Investors
California
$1.05B +$30.5M +1,120,266 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$184M +$19.2M +707,264 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$70.3M +$28.7M +1,053,948 +68%
LPL Financial
5
LPL Financial
California
$66.4M +$16.7M +613,618 +33%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$62.4M +$4.01M +147,350 +7%
UBS Group
7
UBS Group
Switzerland
$61.7M +$726K +26,712 +1%
Wells Fargo
8
Wells Fargo
California
$54.3M +$14.5M +531,846 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$52.9M +$4.64M +170,672 +10%
Morgan Stanley
10
Morgan Stanley
New York
$49.2M +$14.3M +525,927 +40%
MML Investors Services
11
MML Investors Services
Massachusetts
$38.9M +$6.51M +239,376 +20%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$34.5M +$3.9M +143,537 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$28.5M +$1.22M +44,997 +4%
GVAG
14
Great Valley Advisor Group
Delaware
$26.5M +$2.12M +77,956 +9%
Stifel Financial
15
Stifel Financial
Missouri
$25.9M -$199K -7,306 -0.8%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$23.5M +$3.69M +135,556 +18%
VWM
17
Venturi Wealth Management
Texas
$20.7M +$771K +28,359 +4%
AssetMark Inc
18
AssetMark Inc
California
$20.6M +$1.18M +43,269 +6%
CGPCS
19
Capital Group Private Client Services
California
$18.5M +$303K +11,163 +2%
CWS
20
Confluence Wealth Services
Pennsylvania
$16.8M +$15.7M +578,236 +1,240%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.1M +$1.74M +64,020 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.5M +$1.08M +39,584 +9%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$12.3M +$1.03M +37,757 +9%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$12.3M +$8.48M +311,810 +217%
BCI
25
Brinker Capital Investments
Pennsylvania
$11.8M +$627K +23,054 +6%

CGMU Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q4 2024, worth a combined $7.37B — up 260% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CGMU positions and 8 closed out — a net gain of 39 holders — while 105 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $30.5M. The largest seller was JP Morgan Chase, cutting an estimated $22M.

  • 188 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $7.37B of Capital Group Municipal Income ETF stock for Q4 2024, up 260% quarter-over-quarter.
  • 47 funds opened new Capital Group Municipal Income ETF positions in Q4 2024 and 8 closed out, a net change of +39 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q4 2024 was Capital International Investors, an estimated $30.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2024.