Capital Group Municipal High-Income ETF
CGHM
30 hedge funds and large institutions have $382M invested in Capital Group Municipal High-Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
789% more capital invested
Capital invested by funds: $43M → $382M (+$339M)
150% more funds holding
Funds holding: 12 → 30 (+18)
13.61% less ownership
Funds ownership: 73.91% → 60.3% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$16M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.56M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.46M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$3.43M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$35.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
26
Strata Wealth Advisors
Dallas,
Texas
| $228K | +$231K | +9,007 | New |
|
27
UBS Group
Zurich,
Switzerland
| $88.3K | +$82.2K | +3,210 | +1,130% |
|
|
WTFG
28
Wood Tarver Financial Group
Boise,
Idaho
| $39K | +$40.1K | +1,565 | New |
|
|
FP
29
Financial Perspectives
Minneapolis,
Minnesota
| $30.1K | +$30.5K | +1,191 | New |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $15.2K | +$15.4K | +600 | New |
|
CGHM Hedge Fund Activity: Q4 2024 in Review
30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal High-Income ETF (CGHM) for Q4 2024, worth a combined $382M — up 789% from $43M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CGHM positions and 0 closed out — a net gain of 19 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Confluence Wealth Services, opening a new position worth an estimated $16M. The largest seller was Capital International Investors, cutting an estimated $35.3M.
- 30 institutional investors held Capital Group Municipal High-Income ETF (CGHM) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $382M of Capital Group Municipal High-Income ETF stock for Q4 2024, up 789% quarter-over-quarter.
- 19 funds opened new Capital Group Municipal High-Income ETF positions in Q4 2024 and 0 closed out, a net change of +19 holders.
- The largest Capital Group Municipal High-Income ETF buyer in Q4 2024 was Confluence Wealth Services, an estimated $16M added.
- The largest Capital Group Municipal High-Income ETF seller in Q4 2024 was Capital International Investors, an estimated $35.3M sold.
Based on aggregated 13F filings for Q4 2024.