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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.50 -0.10 (-0.38%)
As of 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)
189
Total
Institutional Inflows
(last 12 months)
$544.94M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$41.64M
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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
5/21/2025Main Line Retirement Advisors LLC74,808$2.01M1.3%+1.4%0.064%
5/21/2025Beacon Capital Management Inc.120,000$3.19M0.2%N/A0.103%
5/21/2025 Geneos Wealth Management Inc.34,202$917K0.0%N/A0.029%
5/20/2025 Belpointe Asset Management LLC41,002$1.10M0.1%+3.1%0.035%
5/19/2025 Jane Street Group LLC228,094$6.12M0.0%+23.6%0.195%
5/16/2025 Ascent Group LLC21,454$575K0.0%+6.0%0.018%
5/16/2025 Signature Estate & Investment Advisors LLC12,946$347K0.0%N/A0.011%
5/16/2025 Ashton Thomas Private Wealth LLC115,766$3.11M0.1%+23.5%0.099%
5/16/2025 Jones Financial Companies Lllp708,957$19.36M0.0%+55.6%0.606%
5/16/2025 NewEdge Advisors LLC60,064$1.61M0.0%+31.1%0.051%
5/15/2025 Royal Bank of Canada620,848$16.65M0.0%+10.8%0.550%
5/15/2025 Betterment LLC114,470$3.07M0.0%+2.0%0.101%
5/15/2025 Baird Financial Group Inc.189,474$5.08M0.0%+73.2%0.168%
5/15/2025 OLD Mission Capital LLC29,869$801K0.0%-76.6%0.026%
5/14/2025 Per Stirling Capital Management LLC.319,036$8.56M1.2%+15.1%0.283%
5/14/2025 Envision Financial Planning LLC40,084$1.08M0.5%+4.5%0.036%
5/14/2025 Evergreen Wealth Solutions LLC11,680$313K0.2%N/A0.010%
5/14/2025 Comerica Bank71,263$1.91M0.0%+1.1%0.063%
5/14/2025 Freedom Investment Management Inc.9,726$261K0.0%-9.3%0.009%
5/14/2025 Northwestern Mutual Wealth Management Co.3,663,217$98.25M0.1%+40.4%3.246%
5/14/2025 Kestra Advisory Services LLC105,139$2.82M0.0%-20.3%0.093%
5/14/2025 CW Advisors LLC21,095$566K0.0%N/A0.019%
5/14/2025 Capital Analysts LLC116,898$3.14M0.1%+137.0%0.104%
5/13/2025 Elequin Capital LP48,924$1.31M0.2%+1,205.3%0.043%
5/13/2025 Raymond James Financial Inc.791,591$21.23M0.0%+89.7%0.701%
5/13/2025 Nations Financial Group Inc. IA ADV19,600$526K0.0%+17.4%0.017%
5/13/2025 EverSource Wealth Advisors LLC50,388$1.35M0.1%+79.7%0.045%
5/13/2025 Vestmark Advisory Solutions Inc.921,729$24.72M0.6%+5.6%0.817%
5/13/2025 HighTower Advisors LLC14,485$389K0.0%-7.9%0.013%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management37,396$1.00M0.5%+17.4%0.033%
5/12/2025 Meridian Wealth Management LLC21,520$577K0.0%N/A0.019%
5/12/2025 Maia Wealth LLC10,042$264K0.1%-34.3%0.009%
5/12/2025 Robinson Smith Wealth Advisors LLC219,978$5.90M4.9%+10.5%0.195%
5/12/2025 Benjamin Edwards Inc.174,299$4.68M0.1%+4.5%0.154%
5/9/2025 Atria Wealth Solutions Inc.257,096$6.91M0.1%+15.0%0.228%
5/9/2025 Thoroughbred Financial Services LLC29,732$797K0.0%+52.9%0.026%
5/9/2025 Commonwealth Equity Services LLC2,074,151$55.63M0.1%+5.6%1.838%
5/9/2025 PNC Financial Services Group Inc.20,468$549K0.0%N/A0.018%
5/8/2025 IFG Advisory LLC33,445$897K0.0%+2.0%0.030%
5/8/2025 Harbour Investments Inc.43,277$1.16M0.0%-6.2%0.038%
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5/8/2025 Entruity Wealth LLC47,697$1.28M1.2%-1.5%0.042%
5/7/2025 LPL Financial LLC2,984,823$80.05M0.0%+21.0%2.645%
5/7/2025 Inspire Advisors LLC78,283$2.10M0.2%-0.7%0.069%
5/6/2025 Assetmark Inc.831,795$22.31M0.1%+8.7%0.737%
5/6/2025 Cetera Investment Advisers2,575,859$69.09M0.1%+11.2%2.282%
5/6/2025 Avantax Advisory Services Inc.66,556$1.79M0.0%+13.4%0.059%
5/6/2025 Tempus Wealth Planning LLC89,378$2.40M0.7%+37.4%0.079%
5/6/2025 Wedbush Securities Inc.51,529$1.38M0.1%+1.3%0.046%
5/6/2025 Venturi Wealth Management LLC818,109$21.94M1.1%+6.5%0.725%
5/5/2025 Souders Financial Advisors43,880$1.18M0.2%-4.3%0.039%
5/5/2025 New England Capital Financial Advisors LLC123,033$3.30M1.7%-11.1%0.109%
5/5/2025 J.W. Cole Advisors Inc.34,617$928K0.0%N/A0.031%
5/5/2025 WNY Asset Management LLC211,598$5.68M0.7%+8.7%0.187%
5/5/2025 IFP Advisors Inc11,337$304K0.0%+5.2%0.010%
5/5/2025 Kestra Private Wealth Services LLC26,683$716K0.0%+32.4%0.024%
5/5/2025 Private Advisor Group LLC464,408$12.46M0.1%+12.8%0.411%
5/5/2025 Nwam LLC17,708$475K0.0%+27.3%0.016%
5/2/2025 Carson Advisory Inc.7,564$203K0.1%N/A0.007%
5/2/2025 Cullen Frost Bankers Inc.33,890$909K0.0%+624.3%0.030%
5/2/2025 Larson Financial Group LLC20,306$545K0.0%N/A0.018%
5/2/2025 Landmark Wealth Management LLC113,942$3.06M1.3%+11.8%0.101%
5/2/2025 Sigma Planning Corp14,603$392K0.0%+15.2%0.013%
5/1/2025 CWM LLC61,417$1.65M0.0%+1.6%0.054%
5/1/2025 Stephens Inc. AR55,085$1.48M0.0%+17.6%0.049%
5/1/2025 American Financial Advisors LLC21,649$581K0.1%+21.5%0.019%
5/1/2025 Gateway Wealth Partners LLC14,333$384K0.1%+24.6%0.013%
4/30/2025 Seamount Financial Group Inc.12,123$325K0.2%+7.6%0.011%
4/30/2025 Cerity Partners LLC59,769$1.60M0.0%+0.7%0.053%
4/30/2025 Allworth Financial LP25,327$669K0.0%+1.8%0.022%
4/30/2025 Synergy Investment Management LLC14,700$394K0.2%N/A0.013%
4/29/2025 U.S. Capital Wealth Advisors LLC133,281$3.58M0.1%+7.7%0.118%
4/29/2025 Wood Tarver Financial Group LLC24,009$644K0.2%+38.8%0.021%
4/29/2025 Envestnet Asset Management Inc.7,406,932$198.65M0.1%+8.6%6.563%
4/29/2025 McGlone Suttner Wealth Management Inc.62,070$1.67M0.3%-1.6%0.055%
4/29/2025 Capital & Planning LLC228,727$6.13M4.6%+12.5%0.195%
4/29/2025 World Investment Advisors148,518$3.98M0.1%+2.4%0.132%
4/29/2025 Royal Harbor Partners LLC284,521$7.63M3.0%-0.4%0.252%
4/28/2025 Mutual Advisors LLC136,806$3.63M0.1%+4.9%0.121%
4/28/2025 Gutierrez Wealth Advisory LLC336,418$9.02M7.3%+12.9%0.298%
4/28/2025 Lodestone Wealth Management LLC11,430$307K0.2%-3.4%0.010%
4/28/2025 Latitude Advisors LLC7,815$210K0.1%N/A0.007%
4/28/2025 Novem Group81,084$2.18M0.3%+47.7%0.072%
4/28/2025 Private Trust Co. NA14,496$389K0.0%+121.6%0.013%
4/25/2025 Koshinski Asset Management Inc.190,196$5.10M0.4%-0.5%0.169%
4/25/2025 Ameritas Advisory Services LLC11,427$307K0.0%-4.1%0.010%
4/25/2025 Sovran Advisors LLC34,327$906K0.1%+22.4%0.030%
4/24/2025 Cornerstone Advisors Asset Management LLC117,686$3.16M0.6%N/A0.104%
4/24/2025 Golden State Wealth Management LLC3,391$91K0.0%+37.5%0.003%
4/24/2025 Confluence Wealth Services Inc.703,135$18.51M1.2%+12.5%0.623%
4/24/2025 Hartmann Taylor Wealth Management LLC209,814$5.63M5.0%N/A0.186%
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4/23/2025 Oak Hill Wealth Advisors LLC81,664$2.19M0.5%+111.4%0.073%
4/23/2025 Western Wealth Management LLC15,904$427K0.0%+15.0%0.014%
4/23/2025 Golden State Wealth Management LLC6,781$182K0.0%+175.0%0.006%
4/23/2025 Valmark Advisers Inc.45,844$1.23M0.0%+16.0%0.041%
4/23/2025 EQ Wealth Advisors LLC108,531$2.91M2.1%+14.5%0.098%
4/22/2025 Spinnaker Investment Group LLC49,555$1.33M0.3%N/A0.045%
4/22/2025 Flagship Harbor Advisors LLC34,324$921K0.0%+9.5%0.031%
4/22/2025 Cambridge Investment Research Advisors Inc.1,352,426$36.27M0.1%+5.4%1.217%
4/22/2025 Madison Wealth Partners Inc29,829$800K0.2%-11.0%0.027%
4/22/2025 SK Wealth Management LLC25,511$671K0.4%+1.9%0.023%
(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, 210 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. ($198.65M), Northwestern Mutual Wealth Management Co. ($98.25M), LPL Financial LLC ($80.05M), Cetera Investment Advisers ($69.09M), Commonwealth Equity Services LLC ($55.63M), and Wells Fargo & Company MN ($54.33M).Learn more on CGMU's institutional investors.

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

Of the 206 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: LPL Financial LLC ($1.62M), Commonwealth Equity Services LLC ($1.44M), Capital International Investors ($1.37M), Northwestern Mutual Wealth Management Co. ($1.35M), Envestnet Asset Management Inc. ($1.33M), JPMorgan Chase & Co. ($1.11M), and Cetera Investment Advisers ($1.09M).

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

Institutional investors have bought a total of 27,587,784 shares in the last 24 months. This purchase volume represents approximately $743.06M in transactions.

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

Of the 45 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), OLD Mission Capital LLC ($97.75K), Envestnet Portfolio Solutions Inc. ($73.68K), Capital International Investors ($51K), McGlone Suttner Wealth Management Inc. ($50.77K), and Bare Financial Services Inc ($49.58K).

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

Institutional investors have sold a total of 1,698,982 shares in the last 24 months. This volume of shares sold represents approximately $45.74M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 5/21/2025 by MarketBeat.com Staff
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