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CGHM

Capital Group Municipal High-Income ETF

147 hedge funds and large institutions have $2.41B invested in Capital Group Municipal High-Income ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 80 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

371% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more funds holding

Funds holding: 113147 (+34)

11% more capital invested

Capital invested by funds: $2.16B → $2.41B (+$247M)

0.04% less ownership

Funds ownership: 97.94%97.9% (-0.04%)

Holders
147
Holders Change
+34
Holders Change %
+30.09%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
43
Increased
80
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.51B +$22.6M +883,760 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$270M +$25M +979,200 +10%
LPL Financial
3
LPL Financial
California
$75.9M +$26.2M +1,027,974 +53%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$54.2M +$5.76M +225,697 +12%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$41.9M +$37.5M +1,468,177 +836%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$35.3M +$2.16M +84,753 +7%
MML Investors Services
7
MML Investors Services
Massachusetts
$31.6M +$3.46M +135,660 +12%
AssetMark Inc
8
AssetMark Inc
California
$28.8M +$1.38M +54,141 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$20.6M +$1.73M +67,873 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.3M +$4.08M +159,961 +27%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$18.5M +$731K +28,649 +4%
CWS
12
Confluence Wealth Services
Pennsylvania
$17.8M +$1.72M +67,555 +11%
BCI
13
Brinker Capital Investments
Pennsylvania
$17.7M +$986K +38,647 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$16.6M -$359K -14,087 -2%
AWM
15
Aprio Wealth Management
Georgia
$16.4M +$16.4M +644,513 New
Truist Financial
16
Truist Financial
North Carolina
$15M +$1.59M +62,256 +12%
JDLA
17
J. Derek Lewis & Associates
California
$13.4M +$13.5M +527,322 New
Raymond James Financial
18
Raymond James Financial
Florida
$13.2M +$4.91M +192,388 +59%
PS
19
Principal Securities
Iowa
$9.64M +$2.89M +113,348 +43%
SPIA
20
Steward Partners Investment Advisory
New York
$9.14M +$802K +31,419 +10%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$8.43M +$780K +30,560 +10%
SWA
22
Strata Wealth Advisors
Texas
$7.06M +$65.4K +2,564 +0.9%
BEI
23
Benjamin Edwards Inc
Missouri
$6.98M -$39.5K -1,549 -0.6%
CGPCS
24
Capital Group Private Client Services
California
$6.26M -$25.1K -984 -0.4%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$6.22M +$1.68M +66,020 +37%