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CGHM

Capital Group Municipal High-Income ETF

147 hedge funds and large institutions have $2.41B invested in Capital Group Municipal High-Income ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 80 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

371% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more funds holding

Funds holding: 113147 (+34)

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$247M)

0.04% less ownership

Funds ownership: 97.94%97.9% (-0.04%)

Holders
147
Holders Change
+34
Holders Change %
+30.09%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
43
Increased
80
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
76
D.J. St. Germain
Massachusetts
$670K +$500K +19,588 +292%
AG
77
Ascent Group
Virginia
$662K +$4.13K +162 +0.6%
UPS
78
UHLMANN PRICE SECURITIES
Illinois
$657K +$149K +5,847 +29%
Cerity Partners
79
Cerity Partners
New York
$651K +$652K +25,555 New
SAM
80
Smartleaf Asset Management
Massachusetts
$640K +$641K +25,129 New
Goldman Sachs
81
Goldman Sachs
New York
$623K +$131K +5,136 +27%
WIA
82
World Investment Advisors
California
$594K +$251K +9,817 +73%
DADC
83
D.A. Davidson & Co
Montana
$581K +$582K +22,814 New
JCM
84
Jacobi Capital Management
Pennsylvania
$581K +$47K +1,842 +9%
IWC
85
Integrated Wealth Concepts
Massachusetts
$561K +$237K +9,271 +73%
GRP
86
Global Retirement Partners
California
$549K +$13.2K +516 +2%
VVP
87
Venture Visionary Partners
Ohio
$537K +$6.18K +242 +1%
CP
88
Capital Planning
Washington
$513K
BPFA
89
Barnes Pettey Financial Advisors
Mississippi
$495K +$495K +19,413 New
VT
90
Vise Technologies
New York
$470K +$471K +18,455 New
Betterment LLC
91
Betterment LLC
New York
$468K -$5.33K -209 -1%
MOS
92
MGO One Seven
Ohio
$466K +$467K +18,302 New
AI
93
Atria Investments
North Carolina
$409K -$31.2K -1,223 -7%
EWA
94
EQ Wealth Advisors
Texas
$395K +$9.06K +355 +2%
FMN
95
Financial Management Network
California
$391K +$3.9K +153 +1%
SF
96
Summit Financial
New Jersey
$387K +$5.74K +225 +2%
HH
97
Hilltop Holdings
Texas
$384K +$384K +15,059 New
FHC
98
First Heartland Consultants
Missouri
$382K +$9.54K +374 +3%
EH
99
Equitable Holdings
New York
$372K +$155K +6,059 +71%
AFP
100
Ausdal Financial Partners
Iowa
$370K +$17.6K +690 +5%