Capital Group Municipal Income

CGMU • ARCA

Capital Group Municipal Income is an exchange-traded fund on ARCA. As of Q3 2025, 242 institutional investors hold shares in this ETF, with total holdings valued at $3.5B. Capital International Investors is the largest holder with a position valued at $1.2B.

Overview

Overview of institutional ownership in CGMU as of Q3 2025

All Institutions

Institutions: 242
Value Held: $3.5B
Shares Held: 127.8M
Avg Position: $14.4M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 3
Value Held: $7.0M
Shares Held: 258.1K
Avg Position: $2.3M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in CGMU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Capital International Investors Institution	-	$1.2B 0.20% of portfolio	45.6M shares	Q4 2022 Held for 2y 11m	$615.90B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$272.9M 0.08% of portfolio	10.0M shares	Q4 2022 Held for 2y 11m	$341.99B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$180.1M 0.12% of portfolio	6.6M shares	Q4 2023 Held for 1y 11m	$149.83B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$177.6M 0.01% of portfolio	6.5M shares	Q1 2024 Held for 1y 8m	$1.65T
L LPL Financial LLC Institution	-	$144.0M 0.04% of portfolio	5.3M shares	Q2 2023 Held for 2y 5m	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$110.9M 0.02% of portfolio	4.1M shares	Q1 2024 Held for 1y 8m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$97.8M 0.02% of portfolio	3.6M shares	Q4 2022 Held for 2y 11m	$511.54B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$96.9M 0.11% of portfolio	3.6M shares	Q4 2022 Held for 2y 11m	$85.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$64.4M 0.09% of portfolio	2.4M shares	Q4 2022 Held for 2y 11m	$71.1B
A Advisor Group Holdings, Inc. Institution	-	$60.6M 0.09% of portfolio	2.2M shares	Q4 2022 Held for 2y 11m	$71.0B

Net Capital Flow

Institutional buying and selling activity for CGMU in Q3 2025

Traded: +$579.6M
Buyers: 184
Sellers: 50
Total Bought: +$635.6M
Total Sold: −$56.0M
Avg Position: $13.9M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$160.7M +5.9M shares	$1.2B 45.6M shares
MORGAN STANLEY RIA/Wealth	+$48.8M +1.8M shares	$177.6M 6.5M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$44.2M +1.6M shares	$180.1M 6.6M shares
L LPL Financial LLC Institution	+$43.8M +1.6M shares	$144.0M 5.3M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$43.0M +1.6M shares	$272.9M 10.0M shares
WELLS FARGO & COMPANY/MN Institution	+$32.8M +1.2M shares	$110.9M 4.1M shares
S STIFEL FINANCIAL CORP Long Only Manager	+$21.5M +786.9K shares	$49.1M 1.8M shares
Cetera Investment Advisers RIA/Wealth	+$16.3M +596.4K shares	$96.9M 3.6M shares
CAPITAL INSIGHT PARTNERS, LLC RIA/Wealth	+$13.8M +505.8K shares	$13.8M 505.8K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$12.9M +474.4K shares	$39.8M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$24.3M −889.8K shares	$28.9M 1.1M shares
Kestra Advisory Services, LLC RIA/Wealth	−$7.8M −286.0K shares	$3.4M 124.4K shares
J JANE STREET GROUP, LLC Institution	−$5.8M −214.0K shares	$3.3M 122.4K shares
JPMORGAN CHASE & CO Institution	−$5.4M −198.3K shares	$7.8M 284.4K shares
Simplicity Wealth,LLC RIA/Wealth	−$1.7M −63.3K shares	$1.9M 69.8K shares
Capital Planning LLC RIA/Wealth	−$1.2M −42.7K shares	$4.9M 178.0K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$1.1M −42.1K shares	$188.5K 6.9K shares
Geneos Wealth Management Inc. RIA/Wealth	−$1.1M −41.1K shares	$922.8K 33.8K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	−$1.1M −40.8K shares	$1.0M 37.1K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$1.1M −39.6K shares	$7.4M 270.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CGMU in Q3 2025

New Positions: 32
New Value: $39.3M
Exited Positions: 9
Exited Value: $1.4M

New Positions

Institution	Position Value
CAPITAL INSIGHT PARTNERS, LLC RIA/Wealth	$13.8M 505.8K shares
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	$7.6M 278.0K shares
Rockefeller Capital Management L.P. Long Only Manager	$3.2M 116.7K shares
Visionary Wealth Advisors RIA/Wealth	$2.8M 101.1K shares
PENNEY FINANCIAL, LLC RIA/Wealth	$1.6M 58.8K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$1.3M 48.1K shares
Transamerica Financial Advisors, Inc. Institution	$1.2M 45.1K shares
Summit Financial, LLC RIA/Wealth	$1.0M 37.0K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$735.6K 27.0K shares
C Capital Planning Advisors, LLC RIA/Wealth	$607.2K 22.3K shares

Exited Positions

Institution	Previous Position
P Patriot Financial Group Insurance Agency, LLC Institution	$426.9K 16.0K shares
Financial Advocates Investment Management RIA/Wealth	$352.3K 13.2K shares
Eqis Capital Management, Inc. RIA/Wealth	$259.1K 9.7K shares
A AVAII WEALTH MANAGEMENT, LLC RIA/Wealth	$209.9K 7.9K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$117.3K 4.4K shares
SRS Capital Advisors, Inc. RIA/Wealth	$57.6K 2.2K shares
Opal Wealth Advisors, LLC RIA/Wealth	$21.5K 805.0 shares
Aptus Capital Advisors, LLC ETF Provider	$751.0 28.0 shares
R Russell Investments Group, Ltd. RIA/Wealth	$133.0 5.0 shares

Options Activity

Institutions with the largest Call and Put options positions in CGMU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CGMU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ROBINSON SMITH WEALTH ADVISORS LLC RIA/Wealth	Tracey Meyers Daigle CCO	5.83% $8.1M	297.6K shares	Q2 2024 Held for 1y 5m	$139.3M
Gutierrez Wealth Advisory, LLC RIA/Wealth	Roy David Gutierrez Founder	4.74% $7.2M	263.9K shares	Q4 2024 Held for 11 months	$151.9M
Royal Harbor Partners, LLC RIA/Wealth	Natalie Carol Picha Managing Partner	3.93% $11.6M	424.7K shares	Q4 2023 Held for 1y 11m	$294.9M
Hartmann Taylor Wealth Management, LLC RIA/Wealth	William Wade Taylor Managing Partner	3.50% $4.9M	178.9K shares	Q1 2025 Held for 8 months	$139.3M
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	John Bruce Levis President	3.47% $7.6M	278.0K shares	Q3 2025 Held for 2 months	$218.4M
Blue Chip Partners, Inc. RIA/Wealth	Robert Kevin Steinberg President	3.19% $42.7M	1.6M shares	Q1 2025 Held for 8 months	$1.3B
EnRich Financial Partners LLC RIA/Wealth	Elaine Beckett Rich Owner	2.98% $10.5M	384.3K shares	Q2 2025 Held for 5 months	$351.4M
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	2.52% $5.9M	215.6K shares	Q4 2024 Held for 11 months	$233.2M
CAPITAL INSIGHT PARTNERS, LLC RIA/Wealth	Susan Christine Anastasiadis Managing Partner	2.29% $13.8M	505.8K shares	Q3 2025 Held for 2 months	$602.9M
E EQ WEALTH ADVISORS, LLC RIA/Wealth	Toby Scott Harris Managing Partner	2.25% $3.4M	125.6K shares	Q4 2024 Held for 11 months	$152.2M

Hedge Fund Spotlight

Discover hedge funds investing in CGMU

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Capital Group Municipal Income

Market Value: $2.1M
Shares Held: 78.0K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%