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CGHM

Capital Group Municipal High-Income ETF

113 hedge funds and large institutions have $2.16B invested in Capital Group Municipal High-Income ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 54 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,665% more capital invested

Capital invested by funds: $122M → $2.16B (+$2.04B)

1,150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 4

800% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 6

66% more funds holding

Funds holding: 68113 (+45)

36.61% more ownership

Funds ownership: 61.33%97.94% (+37%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
113
Holders Change
+45
Holders Change %
+66.18%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
54
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.48B +$1.44B +58,404,281 +77,872%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$243M +$237M +9,561,280 +15,962%
LPL Financial
3
LPL Financial
California
$49.3M +$36.7M +1,485,306 +320%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$48.1M +$44.1M +1,782,543 +1,475%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$32.9M +$32.2M +1,302,158 New
MML Investors Services
6
MML Investors Services
Massachusetts
$28M +$24.6M +993,004 +880%
AssetMark Inc
7
AssetMark Inc
California
$27.2M +$26.6M +1,074,537 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.8M +$15.5M +628,569 +554%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.6M +$17.2M +695,481 New
Osaic Holdings
10
Osaic Holdings
Arizona
$16.8M +$10.3M +416,065 +166%
BCI
11
Brinker Capital Investments
Pennsylvania
$16.6M +$15.9M +641,848 +4,201%
CWS
12
Confluence Wealth Services
Pennsylvania
$16M +$434K +17,532 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$15.1M +$1.8M +72,791 +14%
Truist Financial
14
Truist Financial
North Carolina
$13.3M +$13M +525,572 New
Raymond James Financial
15
Raymond James Financial
Florida
$8.28M +$4.44M +179,421 +121%
SPIA
16
Steward Partners Investment Advisory
New York
$8.28M +$7.07M +285,973 +692%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$7.6M +$7.43M +300,448 New
BEI
18
Benjamin Edwards Inc
Missouri
$6.97M +$4.34M +175,452 +175%
SWA
19
Strata Wealth Advisors
Texas
$6.94M -$45.3K -1,832 -0.7%
PS
20
Principal Securities
Iowa
$6.7M +$6.55M +264,921 New
CGPCS
21
Capital Group Private Client Services
California
$6.24M +$924K +37,370 +18%
VA
22
Valmark Advisers
Ohio
$5.48M +$781K +31,579 +17%
GWA
23
Gutierrez Wealth Advisory
Arkansas
$5.04M +$253K +10,241 +5%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$4.5M +$3.29M +133,128 +297%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.44M +$960K +38,816 +28%

CGHM Hedge Fund Activity: Q3 2025 in Review

113 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Municipal High-Income ETF (CGHM) for Q3 2025, worth a combined $2.16B — up 1,665% from $122M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CGHM positions and 4 closed out — a net gain of 46 holders — while 54 added to existing stakes and 6 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.44B. The largest seller was Jane Street, cutting an estimated $1.98M.

  • 113 institutional investors held Capital Group Municipal High-Income ETF (CGHM) as of Q3 2025, up from 68 in Q2 2025.
  • Funds reported $2.16B of Capital Group Municipal High-Income ETF stock for Q3 2025, up 1,665% quarter-over-quarter.
  • 50 funds opened new Capital Group Municipal High-Income ETF positions in Q3 2025 and 4 closed out, a net change of +46 holders.
  • The largest Capital Group Municipal High-Income ETF buyer in Q3 2025 was Capital International Investors, an estimated $1.44B added.
  • The largest Capital Group Municipal High-Income ETF seller in Q3 2025 was Jane Street, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2025.