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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
TFA
51
Transamerica Financial Advisors
Florida
$2.7M +$1.51M +58,834 +123%
P
52
&Partners
Tennessee
$2.69M +$230K +8,987 +9%
SW
53
Simplicity Wealth
New Jersey
$2.19M +$228K +8,890 +11%
RFG
54
RFP Financial Group
Georgia
$2.14M +$25.2K +985 +1%
AWM
55
Apollon Wealth Management
South Carolina
$1.9M +$1.93M +75,129 New
WS
56
Wedbush Securities
California
$1.79M +$58K +2,264 +3%
NA
57
NewEdge Advisors
Louisiana
$1.77M +$827K +32,283 +86%
OMC
58
Old Mission Capital
Illinois
$1.74M +$1.76M +68,589 New
HI
59
Harbour Investments
Wisconsin
$1.67M +$96.6K +3,769 +6%
VC
60
Vicus Capital
Pennsylvania
$1.66M +$240K +9,347 +17%
MFWP
61
Mosaic Family Wealth Partners
Missouri
$1.53M +$461K +18,006 +42%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.53M
GS
63
GWN Securities
Florida
$1.52M +$395K +15,419 +35%
PIA
64
Perennial Investment Advisors
California
$1.51M +$140K +5,463 +10%
Cerity Partners
65
Cerity Partners
New York
$1.49M +$850K +33,178 +130%
FC
66
Fjell Capital
North Dakota
$1.46M +$1.47M +57,525 New
DJSG
67
D.J. St. Germain
Massachusetts
$1.41M +$756K +29,517 +112%
AIM
68
Advyzon Investment Management
Illinois
$1.37M +$43.2K +1,685 +3%
PAG
69
Private Advisor Group
New Jersey
$1.31M -$44.4K -1,731 -3%
AC
70
Apella Capital
Connecticut
$1.3M +$1.3M +50,724 New
NFS
71
NewCorp Financial Services
Georgia
$1.29M +$130K +5,061 +11%
FCG
72
Financial Connections Group
California
$1.28M -$11.2K -438 -0.9%
EH
73
Equitable Holdings
New York
$1.27M +$904K +35,276 +241%
TWM
74
Thrive Wealth Management
Pennsylvania
$1.14M +$199K +7,779 +21%
MLRA
75
Main Line Retirement Advisors
Montana
$1.1M +$1.11M +43,402 New