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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
GM
126
GeoWealth Management
Illinois
$291K -$15.4K -599 -5%
MFG
127
Merit Financial Group
Georgia
$290K +$33.6K +1,311 +13%
OFS
128
OneAscent Financial Services
Alabama
$289K +$2.59K +101 +0.9%
WEG
129
World Equity Group
Illinois
$281K +$285K +11,106 New
AF
130
Advisornet Financial
Minnesota
$280K +$5.82K +227 +2%
RCG
131
Regatta Capital Group
California
$276K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$275K +$278K +10,845 New
KWM
133
Kingsview Wealth Management
Oregon
$273K +$276K +10,765 New
LA
134
Latitude Advisors
Florida
$267K +$271K +10,559 New
ATPW
135
Ashton Thomas Private Wealth
Arizona
$267K -$1.46K -57 -0.5%
CA
136
Carson Advisory
Georgia
$267K +$56.5K +2,205 +26%
SFG
137
Synergy Financial Group
California
$263K +$266K +10,373 New
NS
138
NBC Securities
Alabama
$260K
IAS
139
Insigneo Advisory Services
Florida
$256K
AP
140
Advisortrust Partners
North Carolina
$255K
SIM
141
Synergy Investment Management
Florida
$247K
FFA
142
Farther Finance Advisors
California
$240K +$62.7K +2,445 +35%
TWP
143
Tempus Wealth Planning
California
$229K +$10.9K +425 +5%
SGFG
144
Silver Grove Financial Group
New York
$225K +$5.25K +205 +2%
CAM
145
Clarity Asset Management
Iowa
$213K +$194K +7,586 +916%
WAM
146
WNY Asset Management
New York
$207K +$209K +8,174 New
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$201K +$203K +7,916 New
OWA
148
Opal Wealth Advisors
New York
$198K +$200K +7,808 New
GWM
149
Geneos Wealth Management
Colorado
$134K
TRCT
150
Tower Research Capital (TRC)
New York
$120K -$11.8K -460 -9%