Who Owns CGMU?
Capital Group Municipal Income ETF — Institutional Ownership & 13F Holdings
$27.48
+0.01 (+0.04%)
Market Cap
$5.4B
Shares Outstanding
202,470,763
Institutional Holders
200
Total Inst. Value
$2.1B
% of Float Held
—
QoQ Holder Change
+130
Institutional data as of Q1 2025
New Positions
60
Closed Positions
15
Increased
95
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital International Investors | $1.1B | 39,868,327 |
| 2 | MORGAN STANLEY | $104.6M | 3,900,590 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.2M | 3,663,217 |
| 4 | UBS Group AG | $83.9M | 3,127,011 |
| 5 | Cetera Investment Advisers | $69.1M | 2,575,859 |
| 6 | WELLS FARGO & COMPANY/MN | $63.9M | 2,384,005 |
| 7 | MML INVESTORS SERVICES, LLC | $41.5M | 1,545,854 |
| 8 | OSAIC HOLDINGS, INC. | $40.0M | 1,490,293 |
| 9 | Cambridge Investment Research Advisors, Inc. | $36.3M | 1,352,426 |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $28.5M | 1,063,973 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital International Investors | +757K | $1.1B |
| MORGAN STANLEY | +2.1M | $104.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1.1M | $98.2M |
| UBS Group AG | +835K | $83.9M |
| Cetera Investment Advisers | +259K | $69.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | -98K | $801K |
| Envestnet Portfolio Solutions, Inc. | -74K | $10K |
| GWN SECURITIES INC. | -29K | $271K |
| Kestra Advisory Services, LLC | -27K | $3K |
| New England Capital Financial Advisors LLC | -15K | $3.3M |
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Frequently Asked Questions
How many institutional investors hold CGMU?
As of Q1 2025, 200 institutional investors report holding CGMU (Capital Group Municipal Income ETF) in their 13F filings.
Which hedge fund owns the most CGMU?
The largest institutional holder of CGMU is Capital International Investors with $1.1B in shares.
Are institutions buying or selling CGMU?
This quarter, 60 institutions opened new positions in CGMU and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.