We are live on ! Find out more
CGHM

Capital Group Municipal High-Income ETF
CGHM

47 hedge funds and large institutions have $77.9M invested in Capital Group Municipal High-Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

57% more funds holding

Funds holding: 30 → 47 (+17)

0.78% less ownership

Funds ownership: 60.3% → 59.52% (-0.78%)

80% less capital invested

Capital invested by funds: $382M → $77.9M (-$305M)

Holders
47
Holders Change
+17
Holders Change %
+56.67%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
21
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.12M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.19M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.02M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.86M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$582K
2
Capital International Investors
Capital International Investors
California
-$381K
3
CWS
Confluence Wealth Services
Pennsylvania
-$132K
4
UBS Group
UBS Group
Switzerland
-$88.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
Strata Wealth Advisors
Texas
$464K +$241K +9,502 +105%
CGPCS
27
Capital Group Private Client Services
California
$454K +$460K +18,134 New
OMC
28
Old Mission Capital
Illinois
$411K -$582K -22,950 -58%
WF
29
Wayfinding Financial
Washington
$401K +$406K +16,001 New
CAL
30
Capital Analysts LLC
Pennsylvania
$352K – – –
TFS
31
Thoroughbred Financial Services
Tennessee
$348K – – –
OHWA
32
Oak Hill Wealth Advisors
Virginia
$299K +$303K +11,945 New
MHB
33
Midwest Heritage Bank
Iowa
$277K +$634 +25 +0.2%
KAS
34
Kestra Advisory Services
Texas
$264K +$268K +10,542 New
AF
35
Advisornet Financial
Minnesota
$263K +$11.6K +459 +5%
IAS
36
Insigneo Advisory Services
Florida
$254K – – –
SIM
37
Synergy Investment Management
Florida
$244K +$247K +9,750 New
FFP
38
Freedom Financial Partners
Minnesota
$238K +$241K +9,506 New
CP
39
Capital Planning
Washington
$234K – – –
PIA
40
Perennial Investment Advisors
California
$212K +$215K +8,466 New
IAIM
41
International Assets Investment Management
Florida
$209K +$211K +8,325 New
WTFG
42
Wood Tarver Financial Group
Idaho
$39.6K +$355 +14 +0.9%
FP
43
Financial Perspectives
Minnesota
$30.1K +$254 +10 +0.8%
OWA
44
Opal Wealth Advisors
New York
$26.2K +$26.5K +1,044 New
Jones Financial Companies
45
Jones Financial Companies
Missouri
$20.3K +$20.6K +810 New
CFD
46
Creative Financial Designs
Indiana
$15K – – –
GWM
47
Geneos Wealth Management
Colorado
$10.9K +$5.51K +217 New
UBS Group
48
UBS Group
Switzerland
– -$88.3K -3,494 Closed
1
2

CGHM Hedge Fund Activity: Q1 2025 in Review

47 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal High-Income ETF (CGHM) for Q1 2025, worth a combined $77.9M — down 80% from $382M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CGHM positions and 1 closed out — a net gain of 17 holders — while 21 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $5.12M. The largest seller was Old Mission Capital, cutting an estimated $582K.

  • 47 institutional investors held Capital Group Municipal High-Income ETF (CGHM) as of Q1 2025, up from 30 in Q4 2024.
  • Funds reported $77.9M of Capital Group Municipal High-Income ETF stock for Q1 2025, down 80% quarter-over-quarter.
  • 18 funds opened new Capital Group Municipal High-Income ETF positions in Q1 2025 and 1 closed out, a net change of +17 holders.
  • The largest Capital Group Municipal High-Income ETF buyer in Q1 2025 was LPL Financial, an estimated $5.12M added.
  • The largest Capital Group Municipal High-Income ETF seller in Q1 2025 was Old Mission Capital, an estimated $582K sold.

Based on aggregated 13F filings for Q1 2025.