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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.61 -0.02 (-0.08%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$26.60 -0.02 (-0.06%)
As of 07/18/2025 04:11 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.

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

Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$538.58M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$46.68M
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CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Vicus Capital27,568$736K0.1%N/A0.022%
7/18/2025Truist Financial Corp388,310$10.36M0.0%+17.1%0.306%
7/17/2025 Leverty Financial Group LLC21,635$577K0.2%-86.7%0.017%
7/17/2025 LifeGoal Wealth Advisors38,288$1.02M1.0%-20.2%0.030%
7/17/2025 Janney Montgomery Scott LLC561,401$14.98M0.0%+12.0%0.442%
7/17/2025 Tempus Wealth Planning LLC97,981$2.62M0.7%+9.6%0.077%
7/16/2025 Spinnaker Investment Group LLC48,284$1.29M0.3%-2.6%0.038%
7/16/2025 Novem Group77,339$2.06M0.3%-4.6%0.061%
7/15/2025 Avaii Wealth Management LLC7,863$210K0.1%N/A0.006%
7/15/2025 Signet Financial Management LLC24,338$650K0.1%-74.7%0.019%
7/15/2025 Hartmann Taylor Wealth Management LLC185,540$4.95M4.1%-11.6%0.146%
7/15/2025 Charter Capital Management LLC DE8,888$237K0.1%N/A0.007%
7/14/2025 AdvisorNet Financial Inc89,092$2.38M0.2%+4.1%0.070%
7/14/2025 McGlone Suttner Wealth Management Inc.66,596$1.78M0.3%+7.3%0.052%
7/14/2025 U.S. Capital Wealth Advisors LLC173,679$4.64M0.1%+30.3%0.137%
7/14/2025 Main Line Retirement Advisors LLC82,758$2.21M1.3%+10.6%0.065%
7/14/2025 Park Avenue Securities LLC99,881$2.67M0.0%+16.2%0.079%
7/11/2025 Petredis Investment Advisors LLC83,300$2.22M0.2%N/A0.066%
7/11/2025 Skyline Advisors Inc.120,565$3.22M1.2%-16.2%0.095%
7/11/2025 Trinity Wealth Management LLC128,097$3.42M1.4%N/A0.101%
7/11/2025 Pinnacle Bancorp Inc.1,962$52K0.0%+49.1%0.002%
7/11/2025 AA Financial Advisors LLC61,175$1.63M0.4%+2.5%0.048%
7/11/2025 LongView Wealth Management43,262$1.16M0.3%+3.2%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC198,359$5.30M0.0%-2.2%0.157%
7/10/2025 SK Wealth Management LLC24,780$663K0.3%-2.9%0.020%
7/10/2025 American Financial Advisors LLC47,876$1.28M0.2%+121.1%0.038%
7/10/2025 Sovran Advisors LLC44,990$1.20M0.1%+31.1%0.036%
7/9/2025 Thrive Wealth Management LLC66,336$1.77M0.3%+75.2%0.053%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,395$117K0.0%+81.8%0.003%
7/7/2025 Peterson Wealth Advisors LLC10,995$293K0.0%-26.5%0.009%
7/3/2025 TrueWealth Advisors LLC27,192$726K0.2%-6.4%0.022%
7/2/2025 HBW Advisory Services LLC13,192$352K0.0%+55.2%0.010%
6/2/2025Modern Wealth Management LLC26,230$703K0.0%+179.2%0.022%
5/28/2025Intrua Financial LLC9,177$246K0.0%N/A0.008%
5/27/2025Jacobi Capital Management LLC333,944$8.96M0.7%+11.3%0.285%
5/21/2025 Main 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%
5/21/2025Geneos Wealth Management Inc.34,202$917K0.0%N/A0.029%
5/20/2025Belpointe Asset Management LLC41,002$1.10M0.1%+3.1%0.035%
5/19/2025Jane Street Group LLC228,094$6.12M0.0%+23.6%0.195%
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5/16/2025Ascent Group LLC21,454$575K0.0%+6.0%0.018%
5/16/2025Signature Estate & Investment Advisors LLC12,946$347K0.0%N/A0.011%
5/16/2025Ashton Thomas Private Wealth LLC115,766$3.11M0.1%+23.5%0.099%
5/16/2025Jones Financial Companies Lllp708,957$19.36M0.0%+55.6%0.606%
5/16/2025NewEdge Advisors LLC60,064$1.61M0.0%+31.1%0.051%
5/15/2025Royal Bank of Canada620,848$16.65M0.0%+10.8%0.550%
5/15/2025Betterment LLC114,470$3.07M0.0%+2.0%0.101%
5/15/2025Baird Financial Group Inc.189,474$5.08M0.0%+73.2%0.168%
5/15/2025OLD Mission Capital LLC29,869$801K0.0%-76.6%0.026%
5/14/2025Per Stirling Capital Management LLC.319,036$8.56M1.2%+15.1%0.283%
5/14/2025Envision Financial Planning LLC40,084$1.08M0.5%+4.5%0.036%
5/14/2025Evergreen Wealth Solutions LLC11,680$313K0.2%N/A0.010%
5/14/2025Comerica Bank71,263$1.91M0.0%+1.1%0.063%
5/14/2025Freedom Investment Management Inc.9,726$261K0.0%-9.3%0.009%
5/14/2025Northwestern Mutual Wealth Management Co.3,663,217$98.25M0.1%+40.4%3.246%
5/14/2025Kestra Advisory Services LLC105,139$2.82M0.0%-20.3%0.093%
5/14/2025CW Advisors LLC21,095$566K0.0%N/A0.019%
5/14/2025Capital Analysts LLC116,898$3.14M0.1%+137.0%0.104%
5/13/2025Elequin Capital LP48,924$1.31M0.2%+1,205.3%0.043%
5/13/2025Raymond James Financial Inc.791,591$21.23M0.0%+89.7%0.701%
5/13/2025Nations Financial Group Inc. IA ADV19,600$526K0.0%+17.4%0.017%
5/13/2025EverSource Wealth Advisors LLC50,388$1.35M0.1%+79.7%0.045%
5/13/2025Vestmark Advisory Solutions Inc.921,729$24.72M0.6%+5.6%0.817%
5/13/2025HighTower Advisors LLC14,485$389K0.0%-7.9%0.013%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management37,396$1.00M0.5%+17.4%0.033%
5/12/2025Meridian Wealth Management LLC21,520$577K0.0%N/A0.019%
5/12/2025Maia Wealth LLC10,042$264K0.1%-34.3%0.009%
5/12/2025Robinson Smith Wealth Advisors LLC219,978$5.90M4.9%+10.5%0.195%
5/12/2025Benjamin Edwards Inc.174,299$4.68M0.1%+4.5%0.154%
5/9/2025Atria Wealth Solutions Inc.257,096$6.91M0.1%+15.0%0.228%
5/9/2025Thoroughbred Financial Services LLC29,732$797K0.0%+52.9%0.026%
5/9/2025Commonwealth Equity Services LLC2,074,151$55.63M0.1%+5.6%1.838%
5/9/2025PNC Financial Services Group Inc.20,468$549K0.0%N/A0.018%
5/8/2025IFG Advisory LLC33,445$897K0.0%+2.0%0.030%
5/8/2025Harbour Investments Inc.43,277$1.16M0.0%-6.2%0.038%
5/8/2025Entruity Wealth LLC47,697$1.28M1.2%-1.5%0.042%
5/7/2025LPL Financial LLC2,984,823$80.05M0.0%+21.0%2.645%
5/7/2025Inspire Advisors LLC78,283$2.10M0.2%-0.7%0.069%
5/6/2025Assetmark Inc.831,795$22.31M0.1%+8.7%0.737%
5/6/2025Cetera Investment Advisers2,575,859$69.09M0.1%+11.2%2.282%
5/6/2025Avantax 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%
5/6/2025Wedbush Securities Inc.51,529$1.38M0.1%+1.3%0.046%
5/6/2025Venturi Wealth Management LLC818,109$21.94M1.1%+6.5%0.725%
5/5/2025Souders Financial Advisors43,880$1.18M0.2%-4.3%0.039%
5/5/2025New England Capital Financial Advisors LLC123,033$3.30M1.7%-11.1%0.109%
5/5/2025J.W. Cole Advisors Inc.34,617$928K0.0%N/A0.031%
5/5/2025WNY Asset Management LLC211,598$5.68M0.7%+8.7%0.187%
5/5/2025IFP Advisors Inc11,337$304K0.0%+5.2%0.010%
5/5/2025Kestra Private Wealth Services LLC26,683$716K0.0%+32.4%0.024%
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5/5/2025Private Advisor Group LLC464,408$12.46M0.1%+12.8%0.411%
5/5/2025Nwam LLC17,708$475K0.0%+27.3%0.016%
5/2/2025Carson Advisory Inc.7,564$203K0.1%N/A0.007%
5/2/2025Cullen Frost Bankers Inc.33,890$909K0.0%+624.3%0.030%
5/2/2025Larson Financial Group LLC20,306$545K0.0%N/A0.018%
5/2/2025Landmark Wealth Management LLC113,942$3.06M1.3%+11.8%0.101%
5/2/2025Sigma Planning Corp14,603$392K0.0%+15.2%0.013%
5/1/2025CWM LLC61,417$1.65M0.0%+1.6%0.054%
5/1/2025Stephens Inc. AR55,085$1.48M0.0%+17.6%0.049%
5/1/2025 American Financial Advisors LLC21,649$581K0.1%+21.5%0.019%
(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, 216 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 Capital Group Municipal Income ETF's institutional investors.

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

Of the 213 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: 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 19,938,804 shares in the last 24 months. This purchase volume represents approximately $538.58M in transactions.

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

Of the 48 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. ($809.78K), Pillar Wealth Advisors LLC ($185.06K), Leverty Financial Group LLC ($141.63K), OLD Mission Capital LLC ($97.75K), Signet Financial Management LLC ($75.56K), Envestnet Portfolio Solutions Inc. ($73.68K), 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 1,733,019 shares in the last 24 months. This volume of shares sold represents approximately $46.68M in transactions.



This page (NYSEARCA:CGMU) was last updated on 7/20/2025 by MarketBeat.com Staff
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