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Capital Group Municipal Income ETF

200 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, 112 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
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
$1.07B
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$199M
Morgan Stanley
3
Morgan Stanley
New York
$105M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$98.2M
UBS Group
5
UBS Group
Switzerland
$83.9M
LPL Financial
6
LPL Financial
California
$80.1M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$69.1M
Wells Fargo
8
Wells Fargo
California
$63.9M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$55.6M
MML Investors Services
10
MML Investors Services
Massachusetts
$41.5M
Osaic Holdings
11
Osaic Holdings
Arizona
$40M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36.3M
GVAG
13
Great Valley Advisor Group
Delaware
$28.5M
Stifel Financial
14
Stifel Financial
Missouri
$25.6M
VAS
15
Vestmark Advisory Solutions
Massachusetts
$24.7M
AssetMark Inc
16
AssetMark Inc
California
$22.3M
VWM
17
Venturi Wealth Management
Texas
$21.9M
Raymond James Financial
18
Raymond James Financial
Florida
$21.2M
CGPCS
19
Capital Group Private Client Services
California
$18.9M
CWS
20
Confluence Wealth Services
Pennsylvania
$18.5M
Jones Financial Companies
21
Jones Financial Companies
Missouri
$17.5M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.7M
OPS
23
Orion Portfolio Solutions
Nebraska
$14.1M
BCI
24
Brinker Capital Investments
Pennsylvania
$14.1M
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$14M