We are live on ! Find out more
CGHM

Capital Group Municipal High-Income ETF

164 hedge funds and large institutions have $2.63B invested in Capital Group Municipal High-Income ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 22

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 147164 (+17)

9% more capital invested

Capital invested by funds: $2.41B → $2.63B (+$218M)

2.6% less ownership

Funds ownership: 97.9%95.29% (-2.6%)

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
101
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
26
Capital Group Private Client Services
California
$9.55M +$3.37M +131,662 +54%
UBS AM
27
UBS AM
Illinois
$8.55M +$8.66M +337,790 New
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$7.72M -$672K -26,223 -8%
VA
29
Valmark Advisers
Ohio
$7.47M +$2.76M +107,821 +58%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$7.01M +$840K +32,786 +13%
GWA
31
Gutierrez Wealth Advisory
Arkansas
$5.65M +$82.1K +3,205 +1%
PWM
32
Prentice Wealth Management
New York
$5.25M +$922K +35,973 +21%
KMWM
33
Keudell/Morrison Wealth Management
Oregon
$5.03M -$548K -21,397 -10%
PWM
34
Platt Wealth Management
California
$4.94M +$538K +21,004 +12%
FIB
35
First Interstate Bank
Montana
$4.92M +$856K +33,387 +21%
CTA
36
Clear Trail Advisors
Texas
$4.85M +$4.91M +191,686 New
HighTower Advisors
37
HighTower Advisors
Illinois
$4.62M +$3.92M +153,014 +519%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$4.59M +$2.42M +94,284 +108%
PAS
39
Park Avenue Securities
New York
$4.39M +$4.45M +173,490 New
GVAG
40
Great Valley Advisor Group
Delaware
$4.18M +$4.23M +165,131 New
CFB
41
Cullen/Frost Bankers
Texas
$4.17M +$1.8M +70,254 +74%
SEI Investments
42
SEI Investments
Pennsylvania
$4.08M +$908K +35,416 +28%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$3.99M +$376K +14,658 +10%
Citadel Advisors
44
Citadel Advisors
Florida
$3.89M -$529K -20,657 -12%
Jane Street
45
Jane Street
New York
$3.58M -$1.56M -60,875 -30%
CAL
46
Capital Analysts LLC
Pennsylvania
$3.37M +$623K +24,310 +22%
BWP
47
BlueStem Wealth Partners
Minnesota
$3.36M +$1.46M +56,887 +75%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.03M +$183K +7,130 +6%
CIM
49
Capital Investment Management
Missouri
$2.9M +$402K +15,693 +16%
GWP
50
Gateway Wealth Partners
Wisconsin
$2.7M +$1.84M +71,709 +205%