Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free CGMU Stock Alerts

Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$27.05 +0.02 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
274
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$88.34M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Leverty Financial Group LLC167,503$4.60M0.9%+16.2%0.072%
7/10/2026 Wealth Group Ltd23,793$654K0.1%-8.2%0.010%
7/10/2026 KWB Wealth13,184$362K0.0%-64.9%0.006%
7/10/2026 Spinnaker Investment Group LLC48,538$1.33M0.2%-14.8%0.021%
7/10/2026 Affiance Financial LLC7,989$219K0.0%N/A0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors84,849$2.33M0.3%-24.6%0.037%
7/10/2026 Alliance Private Wealth LLC315,801$8.68M3.0%-11.3%0.136%
7/10/2026 Wealthcare Advisory Partners LLC257,734$7.08M0.1%+1.8%0.111%
7/9/2026 Melone Private Wealth LLC83,852$2.30M0.9%+4.0%0.036%
7/9/2026 Adamsbrown Wealth Consultants LLC11,693$321K0.1%-23.4%0.005%
7/8/2026 First Heartland Consultants Inc.17,111$470K0.0%-3.4%0.007%
7/8/2026 TrueWealth Advisors LLC53,363$1.47M0.3%+7.1%0.023%
7/8/2026 LifeGoal Investments LLC32,807$901K0.4%-32.0%0.014%
7/8/2026 Thrive Wealth Management LLC129,138$3.55M0.5%+4.4%0.056%
7/7/2026 Bill Few Associates Inc.23,778$653K0.1%+22.0%0.010%
7/7/2026 Trinity Wealth Management LLC143,162$3.93M1.2%+0.5%0.062%
7/7/2026 CGN Advisors LLC13,776$378K0.0%+23.8%0.006%
7/7/2026 CoreCap Advisors LLC1,043$29K0.0%+672.6%0.000%
7/6/2026 Stonebridge Financial Group LLC356,633$9.80M0.7%+8.8%0.155%
6/24/2026 Optimus Capital Advisors LLC123,881$3.36M2.0%+19.9%0.058%
6/18/2026Western Wealth Management LLC59,505$1.62M0.1%+91.3%0.028%
6/3/2026NewEdge Advisors LLC224,262$6.09M0.0%+24.6%0.105%
5/22/2026WNY Asset Management LLC106,638$2.90M0.3%N/A0.050%
5/21/2026J. Derek Lewis & Associates Inc.820,211$22.24M5.0%+9.5%0.385%
5/20/2026January Capital Advisors LLC28,143$764K1.0%N/A0.013%
5/19/2026Western Wealth Management LLC59,505$1.62M0.1%+91.3%0.028%
5/19/2026Bank of America Corp DE1,696,201$46.05M0.0%+119.9%0.797%
5/19/2026Centaurus Financial Inc.22,394$608K0.0%+69.7%0.011%
5/19/2026Arkadios Wealth Advisors72,826$1.98M0.0%+3.2%0.034%
5/18/2026Sunbelt Securities Inc.1,142$31K0.0%-51.9%0.001%
5/18/2026EverSource Wealth Advisors LLC34,915$948K0.0%-7.9%0.016%
5/18/2026Royal Bank of Canada1,352,529$36.72M0.0%+17.3%0.635%
5/18/2026Envision Financial Planning LLC242,502$6.58M2.4%+6.4%0.114%
5/16/2026Family Manage LLC58,018$1.58M0.2%+112.3%0.027%
5/15/2026Gateway Wealth Partners LLC150,736$4.09M0.2%+285.5%0.071%
5/15/2026Blue Chip Partners LLC1,653,001$44.88M3.2%+1.1%0.776%
5/15/2026Waverly Advisors LLC8,322$226K0.0%N/A0.004%
5/14/2026Renaissance Technologies LLC21,590$586K0.0%-90.3%0.010%
5/14/2026 CLG LLC16,534$449K0.1%+27.3%0.008%
5/14/2026Modern Wealth Management LLC94,875$2.58M0.0%-27.3%0.045%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/14/2026 Greenline Wealth Management LLC19,580$532K0.6%+18.5%0.009%
5/14/2026 American Financial Advisors LLC57,706$1.57M0.2%+4.1%0.027%
5/14/2026Sei Investments Co.965,276$26.21M0.0%+24.8%0.453%
5/13/2026Cetera Investment Advisers4,877,693$132.43M0.1%+17.3%2.291%
5/7/2026Florida Financial Advisors LLC13,380$363K0.1%+5.9%0.006%
5/7/2026Carson Advisory Inc.20,298$551K0.3%+47.8%0.010%
5/7/2026Cornerstone Advisors Asset Management LLC180,439$4.90M0.8%+14.6%0.085%
5/7/2026 World Equity Group Inc.11,584$315K0.1%N/A0.005%
5/6/2026SK Wealth Management LLC51,712$1.41M0.4%-4.3%0.024%
5/6/2026Assetmark Inc.1,254,071$34.05M0.1%+3.8%0.589%
5/6/2026 SteelPeak Wealth LLC70,445$1.91M0.1%N/A0.033%
5/6/2026 Independent Financial Group LLC19,397$527K0.0%N/A0.009%
5/6/2026Frazier Financial Advisors LLC16,215$440K0.2%+3.9%0.008%
5/5/2026D.A. Davidson & CO.29,028$788K0.0%-3.5%0.014%
5/5/2026RFG Bristol Wealth Advisors LLC26,717$725K0.2%+15.5%0.013%
5/5/2026Bank of New York Mellon Corp101,085$2.74M0.0%N/A0.047%
5/5/2026Milestone Investment Advisors LLC45,075$1.22M0.3%+129.1%0.021%
5/5/2026Geneos Wealth Management Inc.66,486$1.81M0.0%+2.1%0.031%
5/5/2026Signet Financial Management LLC20,196$548K0.1%-4.0%0.009%
5/5/2026Sanctuary Advisors LLC179,894$4.88M0.0%+109.1%0.084%
5/5/2026Sigma Planning Corp23,124$628K0.0%+6.2%0.011%
5/4/2026 HBW Advisory Services LLC23,746$645K0.1%+7.7%0.011%
5/2/2026Diversify Wealth Management LLC14,648$401K0.0%+73.5%0.007%
5/2/2026Valmark Advisers Inc.96,341$2.62M0.0%+35.1%0.045%
5/1/2026Fifth Third Bancorp157,131$4.27M0.0%N/A0.074%
5/1/2026Sovran Advisors LLC85,746$2.34M0.2%+22.8%0.040%
5/1/2026EQ Wealth Advisors LLC187,936$5.10M3.0%+3.4%0.088%
5/1/2026Simplicity Wealth LLC74,420$2.02M0.1%+4.9%0.035%
4/30/2026 IMPACTfolio LLC211,614$5.75M2.4%N/A0.100%
4/30/2026Robinson Smith Wealth Advisors LLC349,684$9.49M6.4%+5.2%0.165%
4/30/2026Mosaic Family Wealth Partners LLC202,761$5.51M0.6%+31.4%0.096%
4/30/2026Kestra Advisory Services LLC608,109$16.51M0.1%+254.0%0.287%
4/30/2026 Capital Planning LLC169,086$4.59M1.5%-5.8%0.080%
4/28/2026Stephens Inc. AR113,535$3.08M0.0%+49.9%0.054%
4/28/2026Koshinski Asset Management Inc.309,986$8.42M0.5%+1.8%0.147%
4/28/2026 Hunter Associates Investment Management LLC559,824$15.20M2.0%+12.0%0.265%
4/28/2026CWS Financial Advisors LLC8,327$226K0.1%N/A0.004%
4/28/2026New England Capital Financial Advisors LLC282,765$7.68M2.1%+81.8%0.134%
4/27/2026World Investment Advisors205,396$5.58M0.1%+4.5%0.097%
4/27/2026Private Advisor Group LLC908,634$24.67M0.1%+7.9%0.430%
4/27/2026 DeDora Capital Inc.10,006$272K0.1%N/A0.005%
4/25/2026Royal Harbor Partners LLC453,277$12.31M4.2%+2.3%0.216%
4/25/2026Seamount Financial Group Inc.19,462$528K0.2%+20.7%0.009%
4/25/2026Northwest Financial Advisors78,144$2.12M4.1%+47.9%0.037%
4/25/2026 NavPoint Financial Inc.95,869$2.60M1.1%-9.9%0.046%
4/24/2026Capital Asset Advisory Services LLC7,673$211K0.0%N/A0.004%
4/24/2026Barnes Pettey Financial Advisors LLC45,354$1.23M0.5%+26.2%0.022%
4/23/2026 Mayflower Financial Advisors LLC7,947$216K0.0%N/A0.004%
4/23/2026Intrua Financial LLC50,118$1.36M0.1%+9.5%0.024%
4/23/2026Vicus Capital97,596$2.65M0.2%+6.1%0.046%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
4/23/2026 Penney Financial LLC185,115$5.03M1.9%+12.8%0.088%
4/22/2026Hartmann Taylor Wealth Management LLC326,554$8.87M5.9%+41.0%0.155%
4/22/2026 Patriot Financial Group Insurance Agency LLC11,878$322K0.0%N/A0.006%
4/22/2026Janney Montgomery Scott LLC799,082$21.70M0.1%+16.1%0.382%
4/22/2026 Venturi Wealth Management LLC1,267,444$34.41M1.6%+23.7%0.606%
4/21/2026Next Level Wealth Planning LLC28,362$770K0.4%+157.8%0.014%
4/21/2026Financial Council LLC84,591$2.30M0.9%+0.9%0.040%
4/21/2026Main Line Retirement Advisors LLC100,373$2.73M1.4%+38.3%0.048%
4/21/2026 AA Financial Advisors LLC66,400$1.80M0.3%+2.3%0.032%
4/20/2026Kestra Private Wealth Services LLC450,132$12.22M0.2%+4.6%0.215%


CGMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 333 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($1.27B), Envestnet Asset Management Inc. ($272.85M), Morgan Stanley ($246.19M), Northwestern Mutual Wealth Management Co. ($207.99M), LPL Financial LLC ($185.00M), Cetera Investment Advisers ($132.43M), and Wells Fargo & Company MN ($129.84M).Learn more on Capital Group Municipal Income ETF's institutional investors.

Of the 327 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: Capital International Investors ($7.75M), Northwestern Mutual Wealth Management Co. ($5.28M), Envestnet Asset Management Inc. ($3.90M), LPL Financial LLC ($2.90M), Morgan Stanley ($2.48M), Cetera Investment Advisers ($2.31M), and Blue Chip Partners LLC ($1.58M).

Institutional investors have bought a total of 48,136,696 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

Of the 67 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: Vestmark Advisory Solutions Inc. ($889.81K), Orion Porfolio Solutions LLC ($473.03K), JPMorgan Chase & Co. ($436.89K), Per Stirling Capital Management LLC. ($282.68K), Renaissance Technologies LLC ($200.76K), Atria Investments Inc ($122.99K), and Great Valley Advisor Group Inc. ($116.87K).

Institutional investors have sold a total of 3,262,977 shares in the last 24 months. This volume of shares sold represents approximately $88.34M in transactions.


Related Companies

This page (NYSEARCA:CGMU) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel