CGHM

Capital Group Municipal High-Income ETF
CGHM

Overview Fund Activity

68 hedge funds and large institutions have $118M invested in Capital Group Municipal High-Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
31
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.4M
2
SWA
2
Strata Wealth Advisors
Texas
$6.81M
3
CGPCS
3
Capital Group Private Client Services
California
$5.15M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$3.61M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.78M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
Betterment LLC
4
Betterment LLC
New York
$453K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
1
Confluence Wealth Services
Pennsylvania
$15.1M -$173K -7,020 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13M +$4.45M +180,845 +52%
LPL Financial
3
LPL Financial
California
$11.4M +$6.45M +261,912 +130%
SWA
4
Strata Wealth Advisors
Texas
$6.81M +$6.35M +257,825 +1,393%
CGPCS
5
Capital Group Private Client Services
California
$5.15M +$4.71M +191,100 +1,054%
GWA
6
Gutierrez Wealth Advisory
Arkansas
$4.66M +$1.25M +50,738 +37%
VA
7
Valmark Advisers
Ohio
$4.56M +$710K +28,805 +18%
Raymond James Financial
8
Raymond James Financial
Florida
$3.65M +$876K +35,545 +32%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$3.61M +$3.61M +146,741 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.37M +$1.39M +56,350 +70%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.98M +$2.19M +89,053 +280%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.79M +$750K +30,436 +37%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.78M -$2.99M -121,259 -52%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$2.62M +$2.62M +106,428 New
Jane Street
15
Jane Street
New York
$2.58M +$268K +10,868 +12%
BEI
16
Benjamin Edwards Inc
Missouri
$2.47M +$585K +23,755 +31%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.12M -$280K -11,269 -12%
Capital International Investors
18
Capital International Investors
California
$1.85M – – –
Jones Financial Companies
19
Jones Financial Companies
Missouri
$1.7M +$1.68M +68,420 +8,447%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.65M -$319K -12,936 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.48M +$699K +28,386 +90%
OMC
22
Old Mission Capital
Illinois
$1.15M +$743K +30,166 +184%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$1.11M +$429K +17,416 +63%
Citadel Advisors
24
Citadel Advisors
Florida
$1.09M +$1.09M +44,287 New
P
25
&Partners
Tennessee
$1.06M +$1.06M +43,211 New
1
2 3