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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FCG
26
Financial Connections Group
California
$1.06M +$1.06M +43,093 New
PIA
27
Perennial Investment Advisors
California
$1.06M +$847K +34,370 +406%
SPIA
28
Steward Partners Investment Advisory
New York
$1.02M +$414K +16,824 +69%
SEI Investments
29
SEI Investments
Pennsylvania
$927K +$927K +37,634 New
LWM
30
LongView Wealth Management
Georgia
$899K +$899K +36,502 New
TFS
31
Thoroughbred Financial Services
Tennessee
$854K +$512K +20,801 +150%
EC
32
Elequin Capital
New York
$780K +$780K +31,656 New
Natixis Advisors
33
Natixis Advisors
Massachusetts
$729K +$729K +29,606 New
PFS
34
Prospera Financial Services
Texas
$672K +$32.5K +1,321 +5%
CPA
35
Capital Performance Advisors
California
$616K +$7.02K +285 +1%
AIM
36
Advyzon Investment Management
Illinois
$548K +$548K +22,244 New
HI
37
Harbour Investments
Wisconsin
$541K +$17.4K +705 +3%
JCM
38
Jacobi Capital Management
Pennsylvania
$512K +$4.51K +183 +0.9%
VVP
39
Venture Visionary Partners
Ohio
$510K +$510K +20,688 New
GRP
40
Global Retirement Partners
California
$456K +$456K +18,497 New
Betterment LLC
41
Betterment LLC
New York
$453K -$539K -21,879 -54%
KAS
42
Kestra Advisory Services
Texas
$424K +$164K +6,659 +63%
PWM
43
Prentice Wealth Management
New York
$411K +$411K +16,686 New
BCI
44
Brinker Capital Investments
Pennsylvania
$376K +$376K +15,277 New
VC
45
Vicus Capital
Pennsylvania
$346K +$346K +14,058 New
TWM
46
Thrive Wealth Management
Pennsylvania
$346K +$346K +14,026 New
OHWA
47
Oak Hill Wealth Advisors
Virginia
$304K +$10.2K +415 +3%
UPS
48
UHLMANN PRICE SECURITIES
Illinois
$296K +$296K +12,008 New
WF
49
Wayfinding Financial
Washington
$290K -$102K -4,156 -26%
FHC
50
First Heartland Consultants
Missouri
$286K +$286K +11,627 New
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