Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.85 +0.02 (+0.07%)
Closing price 04:10 PM Eastern
Extended Trading
$26.84 -0.01 (-0.02%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
213
Total
Institutional Inflows
(last 12 months)
$753.46M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$86.33M
Get CGMU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Municipal Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.74,936$2M0.0%+119.1%0.057%
8/15/2025 Captrust Financial Advisors77,895$2.08M0.0%+10.5%0.059%
8/15/2025 Blue Chip Partners LLC1,517,911$40.51M3.3%+2,093.0%1.150%
8/15/2025 Orion Porfolio Solutions LLC52,908$1.54M0.0%-89.9%0.040%
8/15/2025 MML Investors Services LLC1,825,400$48.72M0.1%+18.1%1.383%
8/15/2025 Modern Wealth Management LLC85,094$2.27M0.1%+224.4%0.064%
8/15/2025 Freedom Financial Partners LLC73,166$1.95M0.8%+4.1%0.055%
8/15/2025 Great Valley Advisor Group Inc.947,101$25.28M0.6%-11.0%0.718%
8/15/2025 Envision Financial Planning LLC118,946$3.18M1.5%+196.7%0.090%
8/15/2025 Benjamin Edwards Inc.226,671$6.05M0.1%+30.0%0.172%
8/15/2025 Bank of America Corp DE226,673$6.05M0.0%+774.4%0.172%
8/14/2025 Jane Street Group LLC336,372$8.98M0.0%+47.5%0.255%
8/14/2025 Raymond James Financial Inc.1,152,361$30.76M0.0%+45.6%0.873%
8/14/2025 Betterment LLC53,683$1.43M0.0%-53.1%0.041%
8/14/2025 Sand Hill Global Advisors LLC19,141$511K0.0%N/A0.015%
8/14/2025 Sei Investments Co.230,579$6.15M0.0%N/A0.175%
8/14/2025 NewEdge Advisors LLC123,537$3.30M0.0%+105.7%0.094%
8/14/2025 Cerity Partners LLC60,202$1.61M0.0%+0.7%0.046%
8/13/2025 Per Stirling Capital Management LLC.36,356$970K0.1%-88.6%0.028%
8/13/2025 Gateway Wealth Partners LLC24,520$654K0.1%+71.1%0.019%
8/13/2025 Milestone Investment Advisors LLC28,848$770K0.2%+695.8%0.022%
8/13/2025 Baird Financial Group Inc.233,356$6.23M0.0%+23.2%0.177%
8/13/2025 EverSource Wealth Advisors LLC31,620$844K0.0%-37.2%0.024%
8/13/2025 CW Advisors LLC17,193$459K0.0%-18.5%0.013%
8/13/2025 Beacon Pointe Advisors LLC156,859$4.19M0.0%N/A0.119%
8/13/2025 Northwestern Mutual Wealth Management Co.4,977,547$132.85M0.1%+35.9%3.771%
8/13/2025 Maia Wealth LLC14,649$391K0.1%+45.9%0.011%
8/12/2025 J.W. Cole Advisors Inc.42,429$1.13M0.0%+22.6%0.032%
8/12/2025 Financial Advocates Investment Management13,201$352K0.0%-19.9%0.010%
8/12/2025 Steward Partners Investment Advisory LLC75,834$2.02M0.0%+151.1%0.057%
8/12/2025 Global Retirement Partners LLC69,320$1.85M0.0%N/A0.053%
8/12/2025 Entruity Wealth LLC41,826$1.12M0.9%-12.3%0.032%
8/12/2025 JPMorgan Chase & Co.482,725$12.88M0.0%-7.7%0.366%
8/11/2025 Inspire Advisors LLC75,367$2.01M0.2%-3.7%0.059%
8/11/2025 United Advisor Group LLC7,513$201K0.0%N/A0.006%
8/8/2025 Kingsview Wealth Management LLC8,599$230K0.0%N/A0.007%
8/8/2025 Avantax Advisory Services Inc.97,501$2.60M0.0%+46.5%0.077%
8/8/2025 Thoroughbred Financial Services LLC38,490$1.03M0.1%+29.5%0.030%
8/8/2025 Cetera Investment Advisers2,954,080$78.84M0.1%+14.7%2.322%
8/8/2025 New England Capital Financial Advisors LLC134,903$3.60M1.6%+9.6%0.106%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
8/8/2025 Meridian Wealth Management LLC25,661$685K0.0%+19.2%0.020%
8/8/2025 Intrua Financial LLC33,023$881K0.1%+259.8%0.026%
8/8/2025 Royal Harbor Partners LLC282,735$7.55M2.8%-0.6%0.222%
8/8/2025 Advyzon Investment Management LLC113,057$3.02M0.7%N/A0.089%
8/7/2025 Nwam LLC18,147$484K0.0%+2.5%0.014%
8/7/2025 Allworth Financial LP22,852$610K0.0%-9.8%0.018%
8/6/2025 Prospera Financial Services Inc129,485$3.46M0.1%+6.5%0.102%
8/6/2025 Wedbush Securities Inc.55,249$1.48M0.1%+7.2%0.043%
8/6/2025 Vestmark Advisory Solutions Inc.1,948,750$52.01M0.8%+111.4%1.532%
8/6/2025 Souders Financial Advisors42,940$1.15M0.1%-2.1%0.034%
8/6/2025 Commonwealth Equity Services LLC2,291,900$61.17M0.1%+10.5%1.802%
8/6/2025 Robinson Smith Wealth Advisors LLC235,332$6.28M5.0%+7.0%0.185%
8/6/2025 First Horizon Advisors Inc.3,709$99K0.0%-16.3%0.003%
8/5/2025 Hunter Associates Investment Management LLC316,966$8.46M1.3%N/A0.249%
8/5/2025 Sigma Planning Corp18,963$506K0.0%+29.9%0.015%
8/5/2025 Aurdan Capital Management LLC14,724$393K0.1%N/A0.012%
8/5/2025 Atlas Private Wealth Advisors52,847$1.41M0.2%N/A0.042%
8/4/2025 Continental Investors Services Inc.33,078$883K1.6%+2.1%0.026%
8/4/2025 Creative Financial Designs Inc. ADV91,740$2.45M0.2%+3,722.5%0.072%
8/4/2025 Atria Investments Inc27,811$742K0.0%-81.6%0.022%
8/4/2025 Assetmark Inc.898,643$23.99M0.1%+8.0%0.706%
8/4/2025 Arkadios Wealth Advisors8,158$218K0.0%N/A0.006%
8/4/2025 World Investment Advisors155,689$4.16M0.1%+4.8%0.122%
8/4/2025 Northwest Financial Advisors34,222$913K1.3%+152.5%0.027%
8/4/2025 WNY Asset Management LLC251,311$6.71M0.7%+18.8%0.198%
8/1/2025 GWN Securities Inc.43,734$1.17M0.2%+332.4%0.034%
8/1/2025 Ashton Thomas Private Wealth LLC151,672$4.05M0.1%+31.0%0.119%
8/1/2025 Envestnet Asset Management Inc.8,424,405$224.85M0.1%+13.7%6.623%
7/31/2025 VestGen Investment Management27,231$727K0.5%+38.9%0.021%
7/31/2025 Richards Merrill & Peterson Inc.7,925$212K0.1%+30.5%0.006%
7/30/2025 EnRich Financial Partners LLC371,837$9.92M3.0%N/A0.292%
7/30/2025 Strategic Blueprint LLC8,207$219K0.0%N/A0.006%
7/30/2025 D.A. Davidson & CO.9,031$241K0.0%N/A0.007%
7/30/2025 Cullen Frost Bankers Inc.55,926$1.49M0.0%+65.0%0.044%
7/30/2025 Avidian Wealth Enterprises LLC20,000$534K0.0%N/A0.016%
7/30/2025 Financial Perspectives Inc5,008$134K0.0%+301.6%0.004%
7/29/2025 Stephens Inc. AR50,125$1.34M0.0%-9.0%0.039%
7/29/2025 Madison Wealth Partners Inc38,776$1.04M0.2%+30.0%0.030%
7/29/2025 Koshinski Asset Management Inc.213,256$5.69M0.4%+12.1%0.168%
7/29/2025 Stratos Wealth Partners LTD.10,379$277K0.0%N/A0.008%
7/28/2025 Keeler & Nadler Financial Planning & Wealth Management75,108$2.01M0.8%+100.8%0.059%
7/28/2025 EQ Wealth Advisors LLC107,120$2.86M1.9%-1.3%0.084%
7/28/2025 Mutual Advisors LLC138,278$3.69M0.1%+1.1%0.109%
7/28/2025 Harbour Investments Inc.27,886$744K0.0%-35.6%0.022%
7/28/2025 Frazier Financial Advisors LLC17,039$455K0.3%-3.8%0.013%
7/25/2025 Atria Wealth Solutions Inc.192,286$5.14M0.1%-25.2%0.151%
7/25/2025 Envestnet Portfolio Solutions Inc.310,387$8.28M0.0%-19.3%0.244%
7/25/2025 Landmark Wealth Management LLC98,745$2.64M1.1%-13.3%0.078%
7/25/2025 CWM LLC61,874$1.65M0.0%+0.7%0.049%
7/25/2025 Transcendent Capital Group LLC19,080$509K0.3%N/A0.015%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
7/24/2025 NavPoint Financial Inc.91,818$2.45M1.5%+9.8%0.072%
7/24/2025 Stonebridge Financial Group LLC332,639$8.88M0.9%N/A0.262%
7/24/2025 IFP Advisors Inc15,448$412K0.0%+36.3%0.012%
7/24/2025 MSH Capital Advisors LLC9,327$249K0.1%N/A0.007%
7/23/2025 Armstrong Fleming & Moore Inc48,249$1.29M0.7%N/A0.038%
7/23/2025 Valmark Advisers Inc.50,217$1.34M0.0%+9.5%0.039%
7/23/2025 Venturi Wealth Management LLC756,569$20.19M1.0%-7.5%0.595%
7/23/2025 Seamount Financial Group Inc.12,699$339K0.2%+4.8%0.010%
7/22/2025 Belpointe Asset Management LLC44,802$1.20M0.0%+9.3%0.035%
7/22/2025 Confluence Wealth Services Inc.709,009$18.92M1.0%+0.8%0.557%
(Data available from 1/1/2016 forward)

CGMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMU shares?

During the previous two years, 238 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($1.05B), Envestnet Asset Management Inc. ($224.85M), Northwestern Mutual Wealth Management Co. ($132.85M), LPL Financial LLC ($80.05M), Cetera Investment Advisers ($78.84M), Commonwealth Equity Services LLC ($61.17M), and Wells Fargo & Company MN ($54.33M).Learn more on Capital Group Municipal Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Municipal Income ETF's stock?

Of the 235 institutional investors that purchased Capital Group Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($2.66M), Envestnet Asset Management Inc. ($2.33M), Commonwealth Equity Services LLC ($1.61M), LPL Financial LLC ($1.53M), Cetera Investment Advisers ($1.46M), Blue Chip Partners LLC ($1.45M), and Vestmark Advisory Solutions Inc. ($1.21M).

How much institutional buying is happening at Capital Group Municipal Income ETF?

Institutional investors have bought a total of 28,047,285 shares in the last 24 months. This purchase volume represents approximately $754.80M in transactions.

Which of Capital Group Municipal Income ETF's major shareholders have been selling company stock?

Of the 65 institutional investors that sold Capital Group Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($850.08K), Orion Porfolio Solutions LLC ($473.03K), Per Stirling Capital Management LLC. ($282.68K), Pillar Wealth Advisors LLC ($185.06K), Envestnet Portfolio Solutions Inc. ($147.88K), Leverty Financial Group LLC ($141.63K), and Atria Investments Inc ($122.99K).

How much institutional selling is happening at Capital Group Municipal Income ETF?

Institutional investors have sold a total of 3,218,633 shares in the last 24 months. This volume of shares sold represents approximately $86.33M in transactions.


Related Companies

This page (NYSEARCA:CGMU) was last updated on 8/27/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel