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Capital Group Municipal Income ETF

225 hedge funds and large institutions have $2.85B invested in Capital Group Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

166% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 47

14% more capital invested

Capital invested by funds: $2.5B → $2.85B (+$350M)

11% more funds holding

Funds holding: 202225 (+23)

0.44% more ownership

Funds ownership: 84.61%85.05% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
125
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.06B -$4.62M -173,766 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$225M +$27M +1,017,473 +14%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$133M +$34.9M +1,314,330 +36%
Morgan Stanley
4
Morgan Stanley
New York
$126M +$21.8M +819,580 +21%
LPL Financial
5
LPL Financial
California
$98M +$18.3M +688,485 +23%
UBS Group
6
UBS Group
Switzerland
$85.1M +$1.66M +62,643 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$78.8M +$10M +378,221 +15%
Wells Fargo
8
Wells Fargo
California
$76.3M +$12.7M +476,580 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$61.2M +$5.78M +217,749 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$54.3M +$14.4M +543,338 +36%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$52M +$27.3M +1,027,021 +111%
MML Investors Services
12
MML Investors Services
Massachusetts
$48.7M +$7.43M +279,546 +18%
BCP
13
Blue Chip Partners
Michigan
$40.5M +$38.5M +1,448,696 +2,093%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$39.1M +$2.96M +111,523 +8%
CGPCS
15
Capital Group Private Client Services
California
$34.9M +$16M +601,619 +85%
Raymond James Financial
16
Raymond James Financial
Florida
$30.8M +$9.58M +360,770 +46%
Stifel Financial
17
Stifel Financial
Missouri
$27M +$1.53M +57,626 +6%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$26.4M +$8.92M +335,690 +51%
GVAG
19
Great Valley Advisor Group
Delaware
$25.3M -$3.1M -116,872 -11%
AssetMark Inc
20
AssetMark Inc
California
$24M +$1.78M +66,848 +8%
VWM
21
Venturi Wealth Management
Texas
$20.2M -$1.63M -61,540 -8%
CWS
22
Confluence Wealth Services
Pennsylvania
$18.9M +$156K +5,874 +0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$18.1M +$1.55M +58,322 +9%
PAG
24
Private Advisor Group
New Jersey
$17.1M +$4.69M +176,508 +38%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$15M +$1.6M +60,202 +12%

CGMU Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal Income ETF (CGMU) for Q2 2025, worth a combined $2.85B — up 14% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGMU positions and 11 closed out — a net gain of 24 holders — while 125 added to existing stakes and 47 trimmed.

The largest buyer was Blue Chip Partners, adding an estimated $38.5M. The largest seller was Per Stirling Capital Management, cutting an estimated $7.51M.

  • 225 institutional investors held Capital Group Municipal Income ETF (CGMU) as of Q2 2025, up from 202 in Q1 2025.
  • Funds reported $2.85B of Capital Group Municipal Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 35 funds opened new Capital Group Municipal Income ETF positions in Q2 2025 and 11 closed out, a net change of +24 holders.
  • The largest Capital Group Municipal Income ETF buyer in Q2 2025 was Blue Chip Partners, an estimated $38.5M added.
  • The largest Capital Group Municipal Income ETF seller in Q2 2025 was Per Stirling Capital Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2025.