CGHM

Capital Group Municipal High-Income ETF
CGHM

Overview Fund Activity

47 hedge funds and large institutions have $77.9M invested in Capital Group Municipal High-Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+17
Holders Change %
+56.67%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
21
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$5.05M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.98M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.64M
4
Raymond James Financial
Raymond James Financial
Florida
$2.82M
5
IWC
Integrated Wealth Concepts
Massachusetts
$2.05M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$411K
2
Capital International Investors
Capital International Investors
California
$1.88M
3
CWS
Confluence Wealth Services
Pennsylvania
$15.1M
4
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
1
Confluence Wealth Services
Pennsylvania
$15.1M -$127K -5,208 -0.8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.64M +$3.97M +158,603 +85%
MML Investors Services
3
MML Investors Services
Massachusetts
$5.87M +$232K +9,242 +4%
LPL Financial
4
LPL Financial
California
$5.05M +$5.05M +201,707 New
HighTower Advisors
5
HighTower Advisors
Illinois
$4.98M +$4.14M +165,147 +491%
VA
6
Valmark Advisers
Ohio
$3.91M +$554K +22,087 +16%
GWA
7
Gutierrez Wealth Advisory
Arkansas
$3.47M +$243K +9,696 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$2.82M +$2.82M +112,579 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.43M +$1.66M +66,336 +218%
Jane Street
10
Jane Street
New York
$2.35M +$1.82M +72,817 +349%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.11M +44,104 +113%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.05M +$2.05M +81,652 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.02M +$243K +9,704 +14%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.01M +$954K +38,080 +91%
BEI
15
Benjamin Edwards Inc
Missouri
$1.91M +$81.1K +3,237 +4%
Capital International Investors
16
Capital International Investors
California
$1.88M -$376K -15,000 -17%
Betterment LLC
17
Betterment LLC
New York
$1.01M +$18.7K +748 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$796K +$393K +15,680 +97%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$790K +$319K +12,722 +68%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$689K +$358K +14,273 +108%
PFS
21
Prospera Financial Services
Texas
$650K +$650K +25,949 New
CPA
22
Capital Performance Advisors
California
$619K +$619K +24,702 New
SPIA
23
Steward Partners Investment Advisory
New York
$614K +$614K +24,481 New
HI
24
Harbour Investments
Wisconsin
$532K +$71.8K +2,865 +16%
JCM
25
Jacobi Capital Management
Pennsylvania
$516K +$516K +20,608 New
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