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CGHM

Capital Group Municipal High-Income ETF

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: 3047 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1
Confluence Wealth Services
Pennsylvania
$15.1M -$132K -5,208 -0.8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.64M +$4.02M +158,603 +85%
MML Investors Services
3
MML Investors Services
Massachusetts
$5.87M +$235K +9,242 +4%
LPL Financial
4
LPL Financial
California
$5.05M +$5.12M +201,707 New
HighTower Advisors
5
HighTower Advisors
Illinois
$4.98M +$4.19M +165,147 +491%
VA
6
Valmark Advisers
Ohio
$3.91M +$560K +22,087 +16%
GWA
7
Gutierrez Wealth Advisory
Arkansas
$3.47M +$246K +9,696 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$2.82M +$2.86M +112,579 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.43M +$1.68M +66,336 +218%
Jane Street
10
Jane Street
New York
$2.35M +$1.85M +72,817 +349%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.12M +44,104 +113%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.05M +$2.07M +81,652 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.02M +$246K +9,704 +14%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.01M +$966K +38,080 +91%
BEI
15
Benjamin Edwards Inc
Missouri
$1.91M +$82.1K +3,237 +4%
Capital International Investors
16
Capital International Investors
California
$1.88M -$381K -15,000 -17%
Betterment LLC
17
Betterment LLC
New York
$1.01M +$19K +748 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$796K +$398K +15,680 +97%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$790K +$323K +12,722 +68%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$689K +$362K +14,273 +108%
PFS
21
Prospera Financial Services
Texas
$650K +$658K +25,949 New
CPA
22
Capital Performance Advisors
California
$619K +$627K +24,702 New
SPIA
23
Steward Partners Investment Advisory
New York
$614K +$621K +24,481 New
HI
24
Harbour Investments
Wisconsin
$532K +$72.7K +2,865 +16%
JCM
25
Jacobi Capital Management
Pennsylvania
$516K +$523K +20,608 New

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.