CGHM

Capital Group Municipal High-Income ETF
CGHM

Overview Fund Activity

30 hedge funds and large institutions have $382M invested in Capital Group Municipal High-Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+18
Holders Change %
+150%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
10
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$334M
2
CWS
2
Confluence Wealth Services
Pennsylvania
$15.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$5.69M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.71M
5
VA
5
Valmark Advisers
Ohio
$3.39M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$334M +$334M +13,210 New
CWS
2
Confluence Wealth Services
Pennsylvania
$15.8M +$15.8M +626,087 New
MML Investors Services
3
MML Investors Services
Massachusetts
$5.69M +$5.49M +216,976 +2,747%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.71M +$3.41M +134,942 +263%
VA
5
Valmark Advisers
Ohio
$3.39M +$3.39M +134,049 New
GWA
6
Gutierrez Wealth Advisory
Arkansas
$3.25M +$3.25M +128,661 New
Capital International Investors
7
Capital International Investors
California
$2.28M -$34.9M -1,379,000 -94%
BEI
8
Benjamin Edwards Inc
Missouri
$1.85M +$162K +6,416 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.79M +$1.4M +55,442 +360%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.06M +$1.06M +41,955 New
Betterment LLC
11
Betterment LLC
New York
$999K +$999K +39,527 New
OMC
12
Old Mission Capital
Illinois
$995K +$534K +21,120 +116%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$983K +$853K +33,745 +658%
HighTower Advisors
14
HighTower Advisors
Illinois
$850K +$850K +33,607 New
Osaic Holdings
15
Osaic Holdings
Arizona
$770K +$388K +15,329 +101%
Jane Street
16
Jane Street
New York
$527K +$190K +7,521 +56%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$475K +$475K +18,792 New
HI
18
Harbour Investments
Wisconsin
$465K +$465K +18,383 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$407K +$407K +16,094 New
CAL
20
Capital Analysts LLC
Pennsylvania
$355K +$355K +14,046 New
TFS
21
Thoroughbred Financial Services
Tennessee
$351K +$351K +13,900 New
MHB
22
Midwest Heritage Bank
Iowa
$279K +$279K +11,039 New
IAS
23
Insigneo Advisory Services
Florida
$256K +$256K +10,123 New
AF
24
Advisornet Financial
Minnesota
$254K +$247K +9,782 +3,897%
CP
25
Capital Planning
Washington
$236K +$236K +9,337 New
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