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Capital Group Municipal Income ETF

299 hedge funds and large institutions have $4.08B invested in Capital Group Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 6

631% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 26

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

22% more funds holding

Funds holding: 246299 (+53)

17% more capital invested

Capital invested by funds: $3.49B → $4.08B (+$590M)

0.23% more ownership

Funds ownership: 85.91%86.14% (+0.23%)

Holders
299
Holders Change
+53
Holders Change %
+21.54%
% of All Funds
3.64%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.16%
New
61
Increased
190
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.27B +$20.4M +743,875 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$303M +$29.4M +1,072,591 +11%
Morgan Stanley
3
Morgan Stanley
New York
$246M +$68M +2,484,296 +38%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$208M +$27.3M +998,606 +15%
LPL Financial
5
LPL Financial
California
$185M +$40.5M +1,479,528 +28%
Wells Fargo
6
Wells Fargo
California
$130M +$18.6M +679,217 +17%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$114M +$16.6M +606,857 +17%
UBS Group
8
UBS Group
Switzerland
$110M +$12.3M +450,074 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$71.1M +$6.47M +236,280 +10%
MML Investors Services
10
MML Investors Services
Massachusetts
$65.1M +$7.27M +265,406 +13%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$61.5M +$21.4M +782,074 +53%
Osaic Holdings
12
Osaic Holdings
Arizona
$60.7M -$567K -20,710 -0.9%
Stifel Financial
13
Stifel Financial
Missouri
$55.7M +$6.48M +236,595 +13%
Raymond James Financial
14
Raymond James Financial
Florida
$52.9M +$11.8M +429,952 +29%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$52.1M +$8.72M +318,515 +20%
BCP
16
Blue Chip Partners
Michigan
$44.8M +$1.93M +70,638 +5%
CGPCS
17
Capital Group Private Client Services
California
$42.6M +$1.42M +51,727 +3%
GVAG
18
Great Valley Advisor Group
Delaware
$34.3M +$518K +18,926 +2%
AssetMark Inc
19
AssetMark Inc
California
$33.1M +$3.44M +125,592 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.6M +$6.3M +230,243 +25%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$31.5M +$2.49M +91,014 +9%
CWS
22
Confluence Wealth Services
Pennsylvania
$30.6M +$10.2M +371,573 +50%
VWM
23
Venturi Wealth Management
Texas
$28.1M -$241K -8,819 -0.9%
PAG
24
Private Advisor Group
New Jersey
$23M +$3.49M +127,600 +18%
AWM
25
Aprio Wealth Management
Georgia
$22.2M +$22.2M +810,412 New