Who Owns CGHM?
Capital Group Municipal High-Income ETF — Institutional Ownership & 13F Holdings
$25.64
-0.06 (-0.23%)
Market Cap
$2.8B
Shares Outstanding
107,789,819
Institutional Holders
47
Total Inst. Value
$71.7M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $15.1M | 620,879 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $9.8M | 316,833 |
| 3 | MML INVESTORS SERVICES, LLC | $5.9M | 234,118 |
| 4 | HighTower Advisors, LLC | $5.0M | 198,754 |
| 5 | Valmark Advisers, Inc. | $3.9M | 156,136 |
| 6 | Gutierrez Wealth Advisory, LLC | $3.5M | 138,357 |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.8M | 112,579 |
| 8 | OSAIC HOLDINGS, INC. | $2.4M | 96,802 |
| 9 | JANE STREET GROUP, LLC | $2.3M | 93,676 |
| 10 | ROYAL BANK OF CANADA | $2.1M | 82,978 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | +9K | $5.9M |
| HighTower Advisors, LLC | +165K | $5.0M |
| Valmark Advisers, Inc. | +22K | $3.9M |
| Gutierrez Wealth Advisory, LLC | +10K | $3.5M |
| OSAIC HOLDINGS, INC. | +77K | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | -23K | $411K |
| Capital International Investors | -15K | $1.9M |
| Confluence Wealth Services, Inc. | -5K | $15.1M |
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Frequently Asked Questions
How many institutional investors hold CGHM?
As of Q1 2025, 47 institutional investors report holding CGHM (Capital Group Municipal High-Income ETF) in their 13F filings.
Which hedge fund owns the most CGHM?
The largest institutional holder of CGHM is Confluence Wealth Services, Inc. with $15.1M in shares.
Are institutions buying or selling CGHM?
This quarter, 21 institutions opened new positions in CGHM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.