CGHM

Capital Group Municipal High-Income ETF
CGHM

Overview Fund Activity

68 hedge funds and large institutions have $118M invested in Capital Group Municipal High-Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
31
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.4M
2
SWA
2
Strata Wealth Advisors
Texas
$6.81M
3
CGPCS
3
Capital Group Private Client Services
California
$5.15M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$3.61M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.78M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
Betterment LLC
4
Betterment LLC
New York
$453K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
CWS
1
Confluence Wealth Services
Pennsylvania
$15.1M 613,859 -7,020 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13M 525,775 +180,845 +52%
LPL Financial
3
LPL Financial
California
$11.4M 463,619 +261,912 +130%
SWA
4
Strata Wealth Advisors
Texas
$6.81M 276,334 +257,825 +1,393%
CGPCS
5
Capital Group Private Client Services
California
$5.15M 209,234 +191,100 +1,054%
GWA
6
Gutierrez Wealth Advisory
Arkansas
$4.66M 189,095 +50,738 +37%
VA
7
Valmark Advisers
Ohio
$4.56M 184,941 +28,805 +18%
Raymond James Financial
8
Raymond James Financial
Florida
$3.65M 148,124 +35,545 +32%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$3.61M 146,741 +146,741 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.37M 136,889 +56,350 +70%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.98M 120,827 +89,053 +280%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.79M 113,414 +30,436 +37%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.78M 112,859 -121,259 -52%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$2.62M 106,428 +106,428 New
Jane Street
15
Jane Street
New York
$2.58M 104,544 +10,868 +12%
BEI
16
Benjamin Edwards Inc
Missouri
$2.47M 100,152 +23,755 +31%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.12M 85,533 -11,269 -12%
Capital International Investors
18
Capital International Investors
California
$1.85M 75,000 – –
Jones Financial Companies
19
Jones Financial Companies
Missouri
$1.7M 69,230 +68,420 +8,447%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.65M 67,099 -12,936 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.48M 59,900 +28,386 +90%
OMC
22
Old Mission Capital
Illinois
$1.15M 46,577 +30,166 +184%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$1.11M 44,899 +17,416 +63%
Citadel Advisors
24
Citadel Advisors
Florida
$1.09M 44,287 +44,287 New
P
25
&Partners
Tennessee
$1.06M 43,211 +43,211 New
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