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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.93 0.00 (0.00%)
As of 01/21/2025 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)
130
Total
Institutional Inflows
(last 12 months)
$322.92M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.75M
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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
1/21/2025Flagship Harbor Advisors LLC31,359$844K0.0%+19.2%0.123%
1/21/2025McGlone Suttner Wealth Management Inc.63,061$1.70M0.3%+4.4%0.248%
1/21/2025Johnson Bixby & Associates LLC13,304$358K0.1%-15.6%0.052%
1/17/2025 Endeavor Private Wealth Inc.3,099$83K0.1%N/A0.012%
1/17/2025 Peterson Wealth Advisors LLC14,593$393K0.1%+6.3%0.057%
1/17/2025 Mutual Advisors LLC130,354$3.50M0.1%+1.6%0.513%
1/17/2025 Janney Montgomery Scott LLC464,177$12.50M0.0%+9.3%1.827%
1/16/2025 Koshinski Asset Management Inc.191,146$5.15M0.0%+32.2%0.753%
1/16/2025 Thrive Wealth Management LLC36,550$984K0.2%-22.7%0.144%
1/15/2025 Ameritas Advisory Services LLC11,916$321K0.0%+25.7%0.047%
1/15/2025 CGN Advisors LLC9,135$246K0.0%+5.0%0.036%
1/15/2025 TrueWealth Advisors LLC28,111$757K0.3%+17.2%0.111%
1/15/2025 LongView Wealth Management45,491$1.23M0.4%+14.0%0.179%
1/15/2025 Wealthcare Advisory Partners LLC195,426$5.26M0.1%+5.7%0.769%
1/15/2025 Capital Planning LLC203,277$5.47M1.4%+4.2%0.800%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management31,852$857K0.4%+58.7%0.125%
1/14/2025 Pinnacle Bancorp Inc.1,316$35K0.0%N/A0.005%
1/14/2025 Park Avenue Securities LLC77,851$2.10M0.0%+23.8%0.307%
1/14/2025 Rosenberg Matthew Hamilton2,082$56K0.0%N/A0.008%
1/13/2025 AdvisorNet Financial Inc65,694$1.77M0.1%+66.1%0.259%
1/13/2025 Signet Financial Management LLC99,895$2.69M0.3%+1.2%0.393%
1/10/2025 HBW Advisory Services LLC8,573$231K0.0%N/A0.034%
1/10/2025 ORG Partners LLC917$25K0.0%N/A0.004%
1/8/2025 International Assets Investment Management LLC11,103$299K0.0%N/A0.044%
12/30/2024SK Wealth Management LLC24,821$667K0.3%N/A0.098%
12/26/2024JPMorgan Chase & Co.1,110,522$30.50M0.0%+164,421.8%4.372%
11/25/2024World Investment Advisors LLC134,741$3.70M0.1%+8.4%0.530%
11/18/2024Continental Investors Services Inc.39,521$1.09M2.2%N/A0.156%
11/15/2024MML Investors Services LLC1,203,968$33.06M0.1%+111.7%4.740%
11/15/2024Orion Portfolio Solutions LLC413,771$11.36M0.2%N/A1.629%
11/15/2024Jane Street Group LLC11,126$306K0.0%N/A0.044%
11/15/2024Stifel Financial Corp970,719$26.66M0.0%+9.4%3.822%
11/15/2024HighTower Advisors LLC8,419$231K0.0%N/A0.033%
11/15/2024Ascent Group LLC20,595$566K0.0%N/A0.081%
11/15/2024Benjamin Edwards Inc.158,184$4.34M0.1%N/A0.623%
11/14/2024Captrust Financial Advisors14,000$384K0.0%N/A0.055%
11/13/2024Freedom Investment Management Inc.10,345$284K0.0%N/A0.041%
11/12/2024Great Valley Advisor Group Inc.905,293$24.86M0.6%+19.1%3.564%
11/8/2024First Horizon Advisors Inc.4,433$122K0.0%N/A0.017%
11/8/2024Prospera Financial Services Inc9,409$258K0.0%N/A0.037%
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11/6/2024Frazier Financial Advisors LLC20,689$568K0.4%-12.4%0.081%
11/6/2024 Pillar Wealth Advisors LLC17,215$473K14.1%-91.5%0.068%
11/5/2024Souders Financial Advisors47,680$1.31M0.2%+7.1%0.188%
11/5/2024Ashton Thomas Private Wealth LLC59,423$1.63M0.1%+37.2%0.234%
11/5/2024Harbour Investments Inc.32,512$893K0.0%+26.6%0.128%
11/5/2024Nations Financial Group Inc. IA ADV13,700$376K0.0%+65.1%0.054%
11/4/2024Venturi Wealth Management LLC739,531$20.31M1.1%+20.5%2.912%
11/4/2024Sigma Planning Corp12,018$330K0.0%+17.8%0.047%
11/2/2024Transcendent Capital Group LLC1,167$32K0.0%N/A0.005%
11/1/2024Atria Investments Inc111,236$3.06M0.0%+15.6%0.438%
11/1/2024Assetmark Inc.721,857$19.82M0.1%N/A2.842%
11/1/2024Carson Advisory Inc.7,400$203K0.1%N/A0.029%
11/1/2024Aspire Wealth Management Corp20,095$552K0.3%-12.9%0.079%
11/1/2024 Smith Thornton Advisors LLC49,210$1.35M0.9%+76.3%0.194%
10/31/2024NavPoint Financial Inc.66,554$1.83M1.5%+2.8%0.262%
10/30/2024Avidian Wealth Enterprises LLC30,696$843K0.0%+6.3%0.121%
10/30/2024Hanlon Investment Management Inc.12,963$356K0.1%N/A0.051%
10/30/2024Landmark Wealth Management LLC92,125$2.53M1.1%+7.5%0.363%
10/30/2024New England Capital Financial Advisors LLC130,010$3.57M1.9%+10.0%0.512%
10/29/2024 TrueWealth Advisors LLC23,993$659K0.2%+27.2%0.094%
10/29/2024Lodestone Wealth Management LLC12,159$334K0.2%+14.1%0.048%
10/29/2024Confluence Wealth Services Inc.46,621$1.28M0.1%+265.0%0.184%
10/29/2024 Janney Montgomery Scott LLC424,593$11.66M0.0%+2,160.9%1.672%
10/29/2024Royal Harbor Partners LLC286,013$7.85M3.1%+8.9%1.126%
10/28/2024Creative Financial Designs Inc. ADV1,531$42K0.0%+268.9%0.006%
10/28/2024Principal Securities Inc.142,824$3.92M0.1%+946.3%0.562%
10/25/2024Financial Advocates Investment Management9,356$257K0.0%N/A0.037%
10/25/2024 Mutual Advisors LLC128,328$3.48M0.1%+4.1%0.505%
10/25/2024American Financial Advisors LLC16,077$441K0.1%+49.7%0.063%
10/25/2024Gateway Wealth Partners LLC8,761$241K0.1%N/A0.034%
10/24/2024Patriot Financial Group Insurance Agency LLC12,480$343K0.0%+11.4%0.049%
10/24/2024 Peterson Wealth Advisors LLC13,726$377K0.1%+4.7%0.054%
10/24/2024 Wealth Enhancement Advisory Services LLC153,314$4.21M0.0%+8.3%0.604%
10/23/2024Burford Brothers Inc.8,850$243K0.1%-31.2%0.035%
10/23/2024Brighton Jones LLC10,780$296K0.0%N/A0.042%
10/22/2024Saxony Capital Management LLC13,986$384K0.4%+53.2%0.055%
10/22/2024Private Advisor Group LLC377,161$10.36M0.1%+30.2%1.485%
10/22/2024Tempus Wealth Planning LLC54,694$1.50M0.6%+1.9%0.215%
10/21/2024RFP Financial Group LLC36,644$1.01M0.3%+106.4%0.144%
10/19/2024Cyndeo Wealth Partners LLC14,454$397K0.0%N/A0.057%
10/19/2024 New Century Financial Group LLC14,919$410K0.2%N/A0.059%
10/18/2024Commonwealth Equity Services LLC1,793,930$49.26M0.1%+2.9%7.063%
10/18/2024Raymond James & Associates148,174$4.07M0.0%+19.9%0.583%
10/18/2024 ST Germain D J Co. Inc.12,177$334K0.0%+96.4%0.048%
10/17/2024Inspire Advisors LLC75,389$2.07M0.3%+8.5%0.297%
10/17/2024Intergy Private Wealth LLC37,243$1.02M0.4%+1.6%0.147%
10/16/2024Good Life Advisors LLC7,294$200K0.0%N/A0.029%
10/10/2024McGlone Suttner Wealth Management Inc.60,416$1.66M0.3%+598.5%0.238%
10/10/2024 Koshinski Asset Management Inc.144,570$3.97M0.3%+11.3%0.569%
10/10/2024Johnson Bixby & Associates LLC15,765$433K0.1%-60.8%0.062%
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10/10/2024Concourse Financial Group Securities Inc.37,356$1.03M0.1%+20.5%0.147%
10/10/2024Simplicity Wealth LLC46,279$1.27M0.1%N/A0.182%
10/9/2024 Keeler & Nadler Financial Planning & Wealth Management20,065$551K0.3%N/A0.079%
10/9/2024Hexagon Capital Partners LLC7,219$198K0.0%N/A0.028%
10/8/2024CWM LLC3,534$97K0.0%N/A0.014%
10/4/2024 Thrive Wealth Management LLC47,313$1.30M0.2%+49.5%0.186%
10/3/2024 Park Avenue Securities LLC62,907$1.73M0.0%N/A0.248%
8/28/2024Souders Financial Advisors44,515$1.20M0.2%+16.6%0.175%
8/22/2024Cetera Investment Advisers919,068$24.68M0.1%+27.9%3.618%
8/16/2024Sunbelt Securities Inc.6,731$181K0.0%+5.9%0.027%
(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, 137 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($49.26M), MML Investors Services LLC ($33.06M), UBS Group AG ($32.87M), LPL Financial LLC ($32.04M), JPMorgan Chase & Co. ($30.50M), Stifel Financial Corp ($26.66M), and Northwestern Mutual Wealth Management Co. ($26.53M).Learn more on CGMU's institutional investors.

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

Of the 135 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 ($1.79M), JPMorgan Chase & Co. ($1.11M), UBS Group AG ($1.03M), Stifel Financial Corp ($970.67K), Great Valley Advisor Group Inc. ($840.66K), Assetmark Inc. ($721.86K), and Cetera Investment Advisers ($678.98K).

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

Institutional investors have bought a total of 16,615,627 shares in the last 24 months. This purchase volume represents approximately $447.02M in transactions.

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

Of the 17 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: Pillar Wealth Advisors LLC ($226.72K), Capital International Investors ($51K), McGlone Suttner Wealth Management Inc. ($49.78K), Wealth Enhancement Advisory Services LLC ($40.82K), Lincoln National Corp ($33.09K), Johnson Bixby & Associates LLC ($26.90K), and Capital Planning LLC ($24.01K).

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

Institutional investors have sold a total of 499,978 shares in the last 24 months. This volume of shares sold represents approximately $13.49M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 1/22/2025 by MarketBeat.com Staff
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