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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$27.18 +0.04 (+0.15%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$418.44M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$36.46M
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CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025WNY Asset Management LLC194,612$5.24M0.6%+19.8%0.766%
2/18/2025 Novem Group54,895$1.48M0.2%N/A0.216%
2/18/2025 Elequin Capital LP3,748$101K0.0%-90.6%0.015%
2/17/2025 Royal Bank of Canada560,411$15.09M0.0%+12.9%2.206%
2/17/2025 Cambridge Investment Research Advisors Inc.1,282,547$34.53M0.1%+12.6%5.049%
2/17/2025 Cetera Investment Advisers2,316,401$62.36M0.1%+6.8%9.120%
2/17/2025 Citadel Advisors LLC21,121$569K0.0%N/A0.083%
2/17/2025 Captrust Financial Advisors62,874$1.69M0.0%+349.1%0.248%
2/17/2025 Baird Financial Group Inc.109,402$2.95M0.0%+36.4%0.431%
2/17/2025 Benjamin Edwards Inc.166,864$4.49M0.1%+5.5%0.657%
2/14/2025 Jane Street Group LLC184,556$4.97M0.0%+1,558.8%0.727%
2/14/2025 Comerica Bank70,471$1.90M0.0%+5.9%0.277%
2/14/2025 Betterment LLC112,265$3.02M0.0%N/A0.442%
2/14/2025 Gerber Kawasaki Wealth & Investment Management17,100$460K0.0%N/A0.067%
2/14/2025 Capital Analysts LLC49,333$1.33M0.1%N/A0.194%
2/14/2025 Stifel Financial Corp963,413$25.94M0.0%-0.8%3.793%
2/14/2025 MML Investors Services LLC1,443,344$38.86M0.1%+19.9%5.682%
2/14/2025 Freedom Investment Management Inc.10,727$289K0.0%+3.7%0.042%
2/14/2025 Concourse Financial Group Securities Inc.37,730$1.02M0.1%+1.0%0.149%
2/14/2025 Capital Group Private Client Services Inc.688,744$18.54M0.2%+1.6%2.712%
2/14/2025 Capital International Investors39,111,005$1.05B0.2%+2.9%153.980%
2/13/2025 NewEdge Advisors LLC45,802$1.23M0.0%+331.2%0.180%
2/13/2025 Insigneo Advisory Services LLC24,946$672K0.1%+28.2%0.098%
2/13/2025 Hanlon Investment Management Inc.19,033$512K0.1%+46.8%0.075%
2/13/2025 Keystone Financial Group10,403$280K0.0%N/A0.041%
2/13/2025 Envision Financial Planning LLC38,356$1.03M0.5%N/A0.151%
2/13/2025 Entruity Wealth LLC48,446$1.30M1.3%N/A0.191%
2/13/2025 Cerity Partners LLC59,355$1.60M0.0%+1.1%0.234%
2/13/2025 Wedbush Securities Inc.50,869$1.37M0.0%+2.9%0.200%
2/13/2025 Envestnet Asset Management Inc.6,820,215$183.60M0.1%+11.6%26.851%
2/13/2025 Wells Fargo & Company MN2,018,323$54.33M0.0%+35.8%7.946%
2/12/2025 Thoroughbred Financial Services LLC19,445$523K0.0%N/A0.077%
2/12/2025 World Investment Advisors145,057$3.91M0.1%+7.7%0.571%
2/12/2025 OLD Mission Capital LLC127,616$3.44M0.1%N/A0.502%
2/12/2025 Riggs Capital Management LLC8,794$237K0.2%N/A0.035%
2/12/2025 Orion Portfolio Solutions LLC436,825$11.76M0.1%+5.6%1.720%
2/12/2025 Frazier Financial Advisors LLC18,845$507K0.4%-8.9%0.074%
2/12/2025 JPMorgan Chase & Co.300,740$8.10M0.0%-72.9%1.184%
2/11/2025 Modern Wealth Management LLC14,065$382K0.0%N/A0.055%
2/11/2025 LPL Financial LLC2,466,898$66.41M0.0%+33.1%9.712%
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2/11/2025 Gutierrez Wealth Advisory LLC297,998$8.02M6.6%N/A1.173%
2/10/2025 Creative Financial Designs Inc. ADV2,394$64K0.0%+56.4%0.009%
2/10/2025 Robinson Smith Wealth Advisors LLC199,048$5.36M4.5%+24.2%0.784%
2/10/2025 GWN Securities Inc.39,080$1.05M0.3%N/A0.154%
2/10/2025 Glenview Trust co18,984$511K0.0%N/A0.075%
2/10/2025 Harbour Investments Inc.46,137$1.24M0.0%+41.9%0.182%
2/10/2025 Envestnet Portfolio Solutions Inc.458,271$12.34M0.0%+9.0%1.804%
2/10/2025 Commonwealth Equity Services LLC1,964,602$52.89M0.1%+9.5%7.735%
2/10/2025 Madison Wealth Partners Inc33,526$903K0.3%-3.4%0.132%
2/10/2025 Wintrust Investments LLC3,559$95K0.1%+13.6%0.014%
2/10/2025 Avantax Advisory Services Inc.58,667$1.58M0.0%+58.0%0.231%
2/10/2025 Bare Financial Services Inc3,762$101K0.0%-92.9%0.015%
2/10/2025 EverSource Wealth Advisors LLC28,033$755K0.0%+19.2%0.110%
2/7/2025 HighTower Advisors LLC15,720$423K0.0%+86.7%0.062%
2/7/2025 Inspire Advisors LLC78,859$2.12M0.3%+4.6%0.310%
2/7/2025 Independent Advisor Alliance76,102$2.05M0.0%N/A0.300%
2/7/2025 Oak Hill Wealth Advisors LLC38,639$1.04M0.2%N/A0.152%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors107,358$2.89M0.4%N/A0.423%
2/7/2025 Ashton Thomas Private Wealth LLC93,738$2.52M0.1%+57.7%0.369%
2/6/2025 Vestmark Advisory Solutions Inc.872,685$23.49M0.8%+18.4%3.436%
2/6/2025 Midwest Heritage Bank FSB16,075$433K0.2%+8.7%0.063%
2/6/2025 Raymond James Financial Inc.417,261$11.23M0.0%N/A1.643%
2/6/2025 Cullen Frost Bankers Inc.4,679$126K0.0%+240.8%0.018%
2/6/2025 Atria Investments Inc111,863$3.01M0.0%+0.6%0.440%
2/6/2025 Assetmark Inc.765,126$20.60M0.1%+6.0%3.012%
2/6/2025 Souders Financial Advisors45,861$1.24M0.2%-3.8%0.181%
2/6/2025 Steward Partners Investment Advisory LLC15,103$407K0.0%+231.6%0.059%
2/6/2025 Jones Financial Companies Lllp455,567$12.26M0.0%+216.9%1.794%
2/5/2025 Maia Wealth LLC15,277$414K0.1%N/A0.060%
2/5/2025 Jacobi Capital Management LLC299,973$8.08M0.6%-3.1%1.181%
2/5/2025 WR Wealth Planners LLC3,637$98K0.0%-51.5%0.014%
2/5/2025 Private Trust Co. NA6,542$176K0.0%-64.7%0.026%
2/5/2025 Nwam LLC13,912$375K0.0%N/A0.055%
2/5/2025 LifeGoal Wealth Advisors37,278$1.00M1.1%N/A0.147%
2/4/2025 New England Capital Financial Advisors LLC138,388$3.73M1.8%+6.4%0.545%
2/3/2025 Sigma Planning Corp12,676$341K0.0%+5.5%0.050%
2/3/2025 Private Advisor Group LLC411,672$11.08M0.1%+9.2%1.621%
1/31/2025 Global Retirement Partners LLC11,785$317K0.0%+48.9%0.046%
1/31/2025 Atria Wealth Solutions Inc.223,625$6.02M0.1%+17.3%0.880%
1/31/2025 Venturi Wealth Management LLC767,890$20.67M1.0%+3.8%3.023%
1/31/2025 Truist Financial Corp298,553$8.04M0.0%+5.9%1.175%
1/31/2025 Sanctuary Advisors LLC8,631$234K0.0%N/A0.034%
1/30/2025 Valmark Advisers Inc.39,526$1.06M0.0%N/A0.156%
1/30/2025 Allworth Financial LP24,875$669K0.0%N/A0.098%
1/30/2025 Principal Securities Inc.165,656$4.46M0.1%+16.0%0.652%
1/30/2025 American Financial Advisors LLC17,818$480K0.1%+10.8%0.070%
1/30/2025 Nations Financial Group Inc. IA ADV16,700$450K0.0%+21.9%0.066%
1/29/2025 Avidian Wealth Enterprises LLC27,632$744K0.0%-10.0%0.109%
1/29/2025 Sovran Advisors LLC28,053$751K0.1%N/A0.110%
1/28/2025 Kestra Private Wealth Services LLC20,156$543K0.0%+33.5%0.079%
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1/28/2025 Stephens Inc. AR46,840$1.26M0.0%+13.2%0.184%
1/28/2025 RFP Financial Group LLC16,261$438K0.2%-55.6%0.064%
1/28/2025 Seamount Financial Group Inc.11,267$303K0.2%N/A0.044%
1/28/2025 Golden State Wealth Management LLC2,466$66K0.0%N/A0.010%
1/27/2025 Financial Advocates Investment Management16,621$447K0.0%+77.7%0.065%
1/27/2025 Confluence Wealth Services Inc.624,857$16.82M1.1%+1,240.3%2.460%
1/24/2025 Tempus Wealth Planning LLC65,072$1.75M0.5%+19.0%0.256%
1/24/2025 EQ Wealth Advisors LLC94,762$2.55M2.2%N/A0.373%
1/24/2025 U.S. Capital Wealth Advisors LLC123,711$3.33M0.1%+5.6%0.487%
1/24/2025 Spire Wealth Management928$25K0.0%N/A0.004%
(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, 187 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. ($183.60M), LPL Financial LLC ($66.41M), Cetera Investment Advisers ($62.36M), Wells Fargo & Company MN ($54.33M), Commonwealth Equity Services LLC ($52.89M), and MML Investors Services LLC ($38.86M).Learn more on CGMU's institutional investors.

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

Of the 182 institutional investors that purchased Capital Group Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($1.53M), Capital International Investors ($1.37M), JPMorgan Chase & Co. ($1.11M), LPL Financial LLC ($1.11M), UBS Group AG ($1.03M), Stifel Financial Corp ($970.67K), and MML Investors Services LLC ($874.51K).

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

Institutional investors have bought a total of 22,715,333 shares in the last 24 months. This purchase volume represents approximately $612.24M in transactions.

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

Of the 27 institutional investors that sold Capital Group Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($809.78K), Pillar Wealth Advisors LLC ($226.72K), Capital International Investors ($51K), McGlone Suttner Wealth Management Inc. ($49.78K), Bare Financial Services Inc ($49.58K), Wealth Enhancement Advisory Services LLC ($40.82K), and Elequin Capital LP ($36.26K).

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

Institutional investors have sold a total of 1,456,632 shares in the last 24 months. This volume of shares sold represents approximately $39.24M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 2/22/2025 by MarketBeat.com Staff
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