CGHM

Capital Group Municipal High-Income ETF
CGHM

Overview Fund Activity

30 hedge funds and large institutions have $382M invested in Capital Group Municipal High-Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+18
Holders Change %
+150%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
10
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$334M
2
CWS
Confluence Wealth Services
Pennsylvania
$15.8M
3
MML Investors Services
MML Investors Services
Massachusetts
$5.69M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.71M
5
VA
Valmark Advisers
Ohio
$3.39M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Strata Wealth Advisors
Texas
$228K +$228K +9,007 New
UBS Group
27
UBS Group
Switzerland
$88.3K +$81.1K +3,210 +1,130%
WTFG
28
Wood Tarver Financial Group
Idaho
$39K +$39K +1,565 New
FP
29
Financial Perspectives
Minnesota
$30.1K +$30.1K +1,191 New
CFD
30
Creative Financial Designs
Indiana
$15.2K +$15.2K +600 New
1
2