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CGHM

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
30
Holders Change
+18
Holders Change %
+150%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
10
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWS
Confluence Wealth Services
Pennsylvania
+$16M
2
MML Investors Services
MML Investors Services
Massachusetts
+$5.56M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.46M
4
VA
Valmark Advisers
Ohio
+$3.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$334M +$338K +13,210 New
CWS
2
Confluence Wealth Services
Pennsylvania
$15.8M +$16M +626,087 New
MML Investors Services
3
MML Investors Services
Massachusetts
$5.68M +$5.56M +216,976 +2,747%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.71M +$3.46M +134,942 +263%
VA
5
Valmark Advisers
Ohio
$3.39M +$3.43M +134,049 New
GWA
6
Gutierrez Wealth Advisory
Arkansas
$3.25M +$3.29M +128,661 New
Capital International Investors
7
Capital International Investors
California
$2.28M -$35.3M -1,379,000 -94%
BEI
8
Benjamin Edwards Inc
Missouri
$1.85M +$164K +6,416 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.79M +$1.42M +55,442 +360%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.06M +$1.07M +41,955 New
Betterment LLC
11
Betterment LLC
New York
$999K +$1.01M +39,527 New
OMC
12
Old Mission Capital
Illinois
$995K +$541K +21,120 +116%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$983K +$864K +33,745 +658%
HighTower Advisors
14
HighTower Advisors
Illinois
$850K +$861K +33,607 New
Osaic Holdings
15
Osaic Holdings
Arizona
$770K +$393K +15,329 +101%
Jane Street
16
Jane Street
New York
$527K +$193K +7,521 +56%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$475K +$481K +18,792 New
HI
18
Harbour Investments
Wisconsin
$465K +$471K +18,383 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$407K +$412K +16,094 New
CAL
20
Capital Analysts LLC
Pennsylvania
$355K +$360K +14,046 New
TFS
21
Thoroughbred Financial Services
Tennessee
$351K +$356K +13,900 New
MHB
22
Midwest Heritage Bank
Iowa
$279K +$283K +11,039 New
IAS
23
Insigneo Advisory Services
Florida
$256K +$259K +10,123 New
AF
24
Advisornet Financial
Minnesota
$254K +$251K +9,782 +3,897%
CP
25
Capital Planning
Washington
$236K +$239K +9,337 New
1
2

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.