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CGHM

Capital Group Municipal High-Income ETF
CGHM

68 hedge funds and large institutions have $122M invested in Capital Group Municipal High-Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 8

57% more capital invested

Capital invested by funds: $77.9M → $122M (+$44.5M)

45% more funds holding

Funds holding: 47 → 68 (+21)

1.81% more ownership

Funds ownership: 59.52% → 61.33% (+1.8%)

Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
32
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.43M
2
SWA
Strata Wealth Advisors
Texas
+$6.33M
3
CGPCS
Capital Group Private Client Services
California
+$4.69M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.44M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.98M
2
MML Investors Services
MML Investors Services
Massachusetts
-$2.98M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$2.05M
4
Betterment LLC
Betterment LLC
New York
-$537K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
26
Financial Connections Group
California
$1.06M +$1.06M +43,093 New
PIA
27
Perennial Investment Advisors
California
$1.06M +$844K +34,370 +406%
SPIA
28
Steward Partners Investment Advisory
New York
$1.02M +$413K +16,824 +69%
SEI Investments
29
SEI Investments
Pennsylvania
$927K +$924K +37,634 New
LWM
30
LongView Wealth Management
Georgia
$899K +$897K +36,502 New
TFS
31
Thoroughbred Financial Services
Tennessee
$854K +$511K +20,801 +150%
EC
32
Elequin Capital
New York
$780K +$777K +31,656 New
Natixis Advisors
33
Natixis Advisors
Massachusetts
$729K +$727K +29,606 New
PFS
34
Prospera Financial Services
Texas
$672K +$32.4K +1,321 +5%
CPA
35
Capital Performance Advisors
California
$616K +$7K +285 +1%
AIM
36
Advyzon Investment Management
Illinois
$548K +$546K +22,244 New
HI
37
Harbour Investments
Wisconsin
$541K +$17.3K +705 +3%
JCM
38
Jacobi Capital Management
Pennsylvania
$512K +$4.5K +183 +0.9%
VVP
39
Venture Visionary Partners
Ohio
$510K +$508K +20,688 New
GRP
40
Global Retirement Partners
California
$456K +$454K +18,497 New
Betterment LLC
41
Betterment LLC
New York
$453K -$537K -21,879 -54%
KAS
42
Kestra Advisory Services
Texas
$424K +$164K +6,659 +63%
PWM
43
Prentice Wealth Management
New York
$411K +$410K +16,686 New
BCI
44
Brinker Capital Investments
Pennsylvania
$376K +$375K +15,277 New
VC
45
Vicus Capital
Pennsylvania
$346K +$345K +14,058 New
TWM
46
Thrive Wealth Management
Pennsylvania
$346K +$344K +14,026 New
OHWA
47
Oak Hill Wealth Advisors
Virginia
$304K +$10.2K +415 +3%
UPS
48
UHLMANN PRICE SECURITIES
Illinois
$296K +$295K +12,008 New
WF
49
Wayfinding Financial
Washington
$290K -$102K -4,156 -26%
FHC
50
First Heartland Consultants
Missouri
$286K +$286K +11,627 New
1
2
3

CGHM Hedge Fund Activity: Q2 2025 in Review

68 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal High-Income ETF (CGHM) for Q2 2025, worth a combined $122M — up 57% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGHM positions and 3 closed out — a net gain of 21 holders — while 32 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.43M. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.98M sold.

  • 68 institutional investors held Capital Group Municipal High-Income ETF (CGHM) as of Q2 2025, up from 47 in Q1 2025.
  • Funds reported $122M of Capital Group Municipal High-Income ETF stock for Q2 2025, up 57% quarter-over-quarter.
  • 24 funds opened new Capital Group Municipal High-Income ETF positions in Q2 2025 and 3 closed out, a net change of +21 holders.
  • The largest Capital Group Municipal High-Income ETF buyer in Q2 2025 was LPL Financial, an estimated $6.43M added.
  • The largest Capital Group Municipal High-Income ETF seller in Q2 2025 was HighTower Advisors, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2025.