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 %
MHB
51
Midwest Heritage Bank
Iowa
$273K +$616 +25 +0.2%
WIA
52
World Investment Advisors
California
$268K +$268K +10,890 New
SB
53
Strategic Blueprint
Georgia
$261K +$261K +10,602 New
SWP
54
Stratos Wealth Partners
Ohio
$261K +$261K +10,600 New
IAS
55
Insigneo Advisory Services
Florida
$249K – – –
OFS
56
OneAscent Financial Services
Alabama
$248K +$248K +10,067 New
FFP
57
Freedom Financial Partners
Minnesota
$233K -$1.65K -67 -0.7%
CP
58
Capital Planning
Washington
$230K – – –
AF
59
Advisornet Financial
Minnesota
$219K -$39.4K -1,600 -15%
IAIM
60
International Assets Investment Management
Florida
$205K – – –
GWM
61
Geneos Wealth Management
Colorado
$136K +$131K +5,320 +2,452%
EWA
62
EQ Wealth Advisors
Texas
$65.6K +$65.6K +2,661 New
OWA
63
Opal Wealth Advisors
New York
$50.9K +$25.2K +1,022 +98%
CFD
64
Creative Financial Designs
Indiana
$44.8K +$30K +1,218 +203%
WTFG
65
Wood Tarver Financial Group
Idaho
$39K +$343 +14 +0.9%
CAL
66
Capital Analysts LLC
Pennsylvania
$35K -$306K -12,606 -90%
Bank of America
67
Bank of America
North Carolina
$34.5K +$34.5K +1,400 New
FP
68
Financial Perspectives
Minnesota
$29.9K +$271 +11 +0.9%
HighTower Advisors
69
HighTower Advisors
Illinois
– -$4.98M -198,754 Closed
IWC
70
Integrated Wealth Concepts
Massachusetts
– -$2.05M -81,652 Closed
SIM
71
Synergy Investment Management
Florida
– -$244K -9,750 Closed
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