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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
DADC
101
D.A. Davidson & Co
Montana
$548K -$30K -1,171 -5%
WA
102
Waverly Advisors
Alabama
$544K +$551K +21,487 New
VVP
103
Venture Visionary Partners
Ohio
$539K +$5.3K +207 +1%
CP
104
Capital Planning
Washington
$509K
SCFS
105
Stewardship Concepts Financial Services
Washington
$495K +$501K +19,531 New
SPC
106
Sigma Planning Corp
Michigan
$493K +$499K +19,462 New
JP Morgan Chase
107
JP Morgan Chase
New York
$488K +$143K +5,572 +40%
AI
108
Atria Investments
North Carolina
$479K +$73.3K +2,861 +18%
Betterment LLC
109
Betterment LLC
New York
$477K +$12.1K +472 +3%
VT
110
Vise Technologies
New York
$470K
MOS
111
MGO One Seven
Ohio
$464K +$154 +6 +0%
DWM
112
Diversify Wealth Management
Utah
$456K +$251K +9,779 +122%
SF
113
Summit Financial
New Jersey
$451K +$66.7K +2,604 +17%
WP
114
Walleye Partners
Wisconsin
$441K +$145K +5,675 +48%
BWM
115
BCS Wealth Management
Tennessee
$415K +$420K +16,392 New
FHC
116
First Heartland Consultants
Missouri
$411K +$31.4K +1,226 +8%
IFG
117
Independent Financial Group
California
$407K +$137K +5,330 +50%
FMN
118
Financial Management Network
California
$396K +$3.36K +131 +0.9%
IAIM
119
International Assets Investment Management
Florida
$378K +$32.3K +1,260 +9%
AFP
120
Ausdal Financial Partners
Iowa
$374K +$6.36K +248 +2%
HAS
121
HBW Advisory Services
California
$368K +$90.1K +3,514 +32%
MWM
122
Mission Wealth Management
California
$353K +$33.7K +1,314 +10%
CIAS
123
Capital Investment Advisory Services
North Carolina
$349K +$513 +20 +0.1%
FFP
124
Freedom Financial Partners
Minnesota
$343K +$25.1K +979 +8%
AAS
125
Ameritas Advisory Services
Nebraska
$298K +$301K +11,750 New