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CGHM

Capital Group Municipal High-Income ETF

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: 4768 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1
Confluence Wealth Services
Pennsylvania
$15.1M -$172K -7,020 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13M +$4.44M +180,845 +52%
LPL Financial
3
LPL Financial
California
$11.4M +$6.43M +261,912 +130%
SWA
4
Strata Wealth Advisors
Texas
$6.81M +$6.33M +257,825 +1,393%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.17M +$3.77M +153,599 +159%
CGPCS
6
Capital Group Private Client Services
California
$5.15M +$4.69M +191,100 +1,054%
GWA
7
Gutierrez Wealth Advisory
Arkansas
$4.66M +$1.25M +50,738 +37%
VA
8
Valmark Advisers
Ohio
$4.56M +$707K +28,805 +18%
Raymond James Financial
9
Raymond James Financial
Florida
$3.65M +$873K +35,545 +32%
KMWM
10
Keudell/Morrison Wealth Management
Oregon
$3.61M +$3.6M +146,741 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.37M +$1.38M +56,350 +70%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.98M +$2.19M +89,053 +280%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.79M +$748K +30,436 +37%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.78M -$2.98M -121,259 -52%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$2.62M +$2.61M +106,428 New
Jane Street
16
Jane Street
New York
$2.58M +$267K +10,868 +12%
BEI
17
Benjamin Edwards Inc
Missouri
$2.47M +$583K +23,755 +31%
Capital International Investors
18
Capital International Investors
California
$1.85M
Jones Financial Companies
19
Jones Financial Companies
Missouri
$1.7M +$1.68M +68,420 +8,447%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.65M -$318K -12,936 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.48M +$697K +28,386 +90%
OMC
22
Old Mission Capital
Illinois
$1.15M +$741K +30,166 +184%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$1.11M +$428K +17,416 +63%
Citadel Advisors
24
Citadel Advisors
Florida
$1.09M +$1.09M +44,287 New
P
25
&Partners
Tennessee
$1.06M +$1.06M +43,211 New

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.