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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
Capital International Investors
1
Capital International Investors
California
$1.52B +$16.3M +637,788 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$306M +$37.7M +1,470,367 +14%
LPL Financial
3
LPL Financial
California
$118M +$43.6M +1,702,709 +57%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$63.3M +$9.5M +370,741 +17%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$46.8M +$5.24M +204,428 +12%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$39.3M +$4.18M +163,263 +12%
AssetMark Inc
7
AssetMark Inc
California
$30.4M +$1.82M +70,900 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$29.7M -$1.74M -67,929 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.4M +$6.32M +246,578 +33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.6M +$4.18M +163,290 +20%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$23.5M +$5.21M +203,278 +28%
Raymond James Financial
12
Raymond James Financial
Florida
$19.1M +$6.02M +234,742 +45%
BCI
13
Brinker Capital Investments
Pennsylvania
$18.5M +$854K +33,304 +5%
AWM
14
Aprio Wealth Management
Georgia
$18.2M +$1.91M +74,709 +12%
Truist Financial
15
Truist Financial
North Carolina
$17.3M +$2.44M +95,283 +16%
CWS
16
Confluence Wealth Services
Pennsylvania
$17M -$726K -28,321 -4%
JDLA
17
J. Derek Lewis & Associates
California
$14.7M +$1.36M +52,924 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$14.1M -$2.44M -95,389 -15%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$13.4M +$7.69M +299,916 +129%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$12.7M +$6.72M +262,227 +109%
PS
21
Principal Securities
Iowa
$11.2M +$1.65M +64,458 +17%
KAS
22
Kestra Advisory Services
Texas
$11.1M +$9.41M +367,340 +513%
SPIA
23
Steward Partners Investment Advisory
New York
$10M +$971K +37,887 +11%
SWA
24
Strata Wealth Advisors
Texas
$9.82M +$2.84M +110,727 +40%
BEI
25
Benjamin Edwards Inc
Missouri
$9.63M +$2.72M +106,176 +39%