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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
HWMO
76
Heritage Wealth Management (Ohio)
Ohio
$1.06M +$241K +9,421 +29%
JCM
77
Jacobi Capital Management
Pennsylvania
$1.05M +$480K +18,725 +82%
LWM
78
LongView Wealth Management
Georgia
$1.05M -$212K -8,282 -17%
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M +$1.03M +40,047 New
BFP
80
Birchwood Financial Partners
Minnesota
$1M +$255K +9,968 +34%
Wells Fargo
81
Wells Fargo
California
$899K +$910K +35,500 +3,550,000%
CPA
82
Capital Performance Advisors
California
$896K +$60.3K +2,353 +7%
Stifel Financial
83
Stifel Financial
Missouri
$895K +$76.5K +2,984 +9%
VA
84
VestGen Advisors
Illinois
$842K +$844K +32,938 New
AWA
85
Arkadios Wealth Advisors
Georgia
$818K +$6.25K +244 +0.8%
HIM
86
Hanlon Investment Management
New Jersey
$788K -$27.1K -1,057 -3%
PFS
87
Prospera Financial Services
Texas
$786K +$44.4K +1,734 +6%
EWA
88
EQ Wealth Advisors
Texas
$780K +$393K +15,329 +99%
FFA
89
Founders Financial Alliance
North Carolina
$772K +$12.8K +500 +2%
UPS
90
UHLMANN PRICE SECURITIES
Illinois
$756K +$105K +4,092 +16%
WIA
91
World Investment Advisors
California
$742K +$153K +5,965 +26%
EFP
92
EnRich Financial Partners
Wisconsin
$731K +$409K +15,950 +123%
SAM
93
Smartleaf Asset Management
Massachusetts
$715K +$82.1K +3,205 +13%
IWC
94
Integrated Wealth Concepts
Massachusetts
$695K +$139K +5,438 +25%
NA
95
Nautilus Advisors
California
$688K +$696K +27,154 New
CIS
96
Continental Investors Services
Washington
$669K -$393K -15,319 -37%
AG
97
Ascent Group
Virginia
$653K -$4.38K -171 -0.7%
IA
98
IFP Advisors
Florida
$587K +$318K +12,409 +115%
MHB
99
Midwest Heritage Bank
Iowa
$582K -$105K -4,088 -15%
BPFA
100
Barnes Pettey Financial Advisors
Mississippi
$554K +$63.4K +2,474 +13%