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Capital Group Municipal Income ETF

202 hedge funds and large institutions have $2.5B invested in Capital Group Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 32

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

7% more funds holding

Funds holding: 188202 (+14)

0.52% more ownership

Funds ownership: 84.09%84.61% (+0.52%)

66% less capital invested

Capital invested by funds: $7.37B → $2.5B (-$4.87B)

Holders
202
Holders Change
+14
Holders Change %
+7.45%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
114
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.07B +$20.5M +757,322 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$199M +$15.9M +586,717 +9%
Morgan Stanley
3
Morgan Stanley
New York
$105M +$56M +2,072,229 +113%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$98.2M +$28.5M +1,053,284 +40%
UBS Group
5
UBS Group
Switzerland
$83.9M +$22.6M +834,664 +36%
LPL Financial
6
LPL Financial
California
$80.1M +$14M +517,925 +21%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$69.1M +$7.01M +259,458 +11%
Wells Fargo
8
Wells Fargo
California
$63.9M +$9.88M +365,682 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$55.6M +$2.96M +109,549 +6%
MML Investors Services
10
MML Investors Services
Massachusetts
$41.5M +$2.77M +102,510 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$40M +$11.7M +432,376 +41%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36.3M +$1.89M +69,879 +5%
GVAG
13
Great Valley Advisor Group
Delaware
$28.5M +$2.18M +80,724 +8%
Stifel Financial
14
Stifel Financial
Missouri
$25.6M -$272K -10,064 -1%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$24.7M +$1.33M +49,044 +6%
AssetMark Inc
16
AssetMark Inc
California
$22.3M +$1.8M +66,669 +9%
VWM
17
Venturi Wealth Management
Texas
$21.9M +$1.36M +50,219 +7%
Raymond James Financial
18
Raymond James Financial
Florida
$21.2M +$10.1M +374,330 +90%
CGPCS
19
Capital Group Private Client Services
California
$18.9M +$445K +16,470 +2%
CWS
20
Confluence Wealth Services
Pennsylvania
$18.5M +$2.12M +78,278 +13%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$17.5M +$5.37M +198,506 +44%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.63M +60,437 +11%
BCI
23
Brinker Capital Investments
Pennsylvania
$14.1M +$2.41M +89,108 +20%
OPS
24
Orion Portfolio Solutions
Nebraska
$14.1M +$2.41M +89,108 +20%
JP Morgan Chase
25
JP Morgan Chase
New York
$14M +$6.01M +222,285 +74%

CGMU Hedge Fund Activity: Q1 2025 in Review

202 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q1 2025, worth a combined $2.5B — down 66% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGMU positions and 14 closed out — a net gain of 18 holders — while 114 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56M. The largest seller was Old Mission Capital, cutting an estimated $2.64M.

  • 202 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q1 2025, up from 188 in Q4 2024.
  • Funds reported $2.5B of Capital Group Municipal Income ETF stock for Q1 2025, down 66% quarter-over-quarter.
  • 32 funds opened new Capital Group Municipal Income ETF positions in Q1 2025 and 14 closed out, a net change of +18 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $56M added.
  • The largest Capital Group Municipal Income ETF seller in Q1 2025 was Old Mission Capital, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.