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Capital Group Municipal Income ETF

246 hedge funds and large institutions have $3.49B invested in Capital Group Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 150 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

249% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 43

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more capital invested

Capital invested by funds: $2.85B → $3.49B (+$635M)

9% more funds holding

Funds holding: 225246 (+21)

0.86% more ownership

Funds ownership: 85.05%85.91% (+0.86%)

Holders
246
Holders Change
+21
Holders Change %
+9.33%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
150
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.24B +$158M +5,890,074 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$273M +$42.3M +1,573,897 +19%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$180M +$43.6M +1,620,219 +33%
Morgan Stanley
4
Morgan Stanley
New York
$178M +$48M +1,787,214 +38%
LPL Financial
5
LPL Financial
California
$144M +$43.1M +1,603,786 +44%
Wells Fargo
6
Wells Fargo
California
$111M +$32.3M +1,202,300 +42%
UBS Group
7
UBS Group
Switzerland
$97.8M +$10.6M +393,042 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$96.9M +$16M +596,379 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$64.4M +$1.87M +69,685 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$60.6M +$5.45M +202,695 +10%
MML Investors Services
11
MML Investors Services
Massachusetts
$57.6M +$7.69M +286,206 +16%
Stifel Financial
12
Stifel Financial
Missouri
$49.1M +$21.2M +786,948 +78%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$43.2M +$3.24M +120,419 +8%
BCP
14
Blue Chip Partners
Michigan
$42.7M +$1.27M +47,136 +3%
CGPCS
15
Capital Group Private Client Services
California
$41.1M +$5.31M +197,521 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$41M +$9.38M +348,958 +30%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$39.8M +$12.8M +474,350 +48%
GVAG
18
Great Valley Advisor Group
Delaware
$33.6M +$7.66M +284,898 +30%
AssetMark Inc
19
AssetMark Inc
California
$29.5M +$4.94M +183,615 +20%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$28.9M -$23.9M -889,805 -46%
VWM
21
Venturi Wealth Management
Texas
$28.2M +$7.45M +277,191 +37%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$25.2M +$6.56M +244,008 +36%
CWS
23
Confluence Wealth Services
Pennsylvania
$20.4M +$1.01M +37,394 +5%
PAG
24
Private Advisor Group
New Jersey
$19.5M +$1.97M +73,311 +11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$17.8M +$2.49M +92,522 +16%