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Capital Group Municipal High-Income ETF (CGHM) Institutional Ownership

$24.64 +0.01 (+0.04%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Municipal High-Income ETF (NYSEARCA:CGHM)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$68.33M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$35.57M
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CGHM Institutional Buying and Selling by Quarter

Capital Group Municipal High-Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2025Jacobi Capital Management LLC20,608$516K0.0%N/A0.305%
5/19/2025Jane Street Group LLC93,676$2.35M0.0%+349.1%1.499%
5/16/2025Jones Financial Companies Lllp316,833$7.94M0.0%N/A5.069%
5/16/2025Integrated Wealth Concepts LLC81,652$2.05M0.0%N/A1.306%
5/15/2025Royal Bank of Canada82,978$2.08M0.0%+113.5%1.328%
5/15/2025Betterment LLC40,275$1.01M0.0%+1.9%0.644%
5/15/2025OLD Mission Capital LLC16,411$411K0.0%-58.3%0.263%
5/13/2025HighTower Advisors LLC198,754$4.98M0.0%+491.4%3.180%
5/12/2025Benjamin Edwards Inc.76,397$1.92M0.0%+4.4%1.222%
5/9/2025Earned Wealth Advisors LLC24,702$619K0.1%N/A0.395%
5/8/2025Harbour Investments Inc.21,248$532K0.0%+15.6%0.340%
5/7/2025LPL Financial LLC201,707$5.06M0.0%N/A3.227%
5/6/2025Cetera Investment Advisers31,774$796K0.0%+97.4%0.508%
5/2/2025Strata Wealth Advisors LLC18,509$464K0.1%+105.5%0.296%
4/30/2025Synergy Investment Management LLC9,750$244K0.1%N/A0.184%
4/29/2025Envestnet Asset Management Inc.31,514$790K0.0%+67.7%0.595%
4/29/2025Wayfinding Financial LLC16,001$401K0.2%N/A0.302%
4/28/2025Gutierrez Wealth Advisory LLC138,357$3.47M2.8%+7.5%2.611%
4/25/2025Koshinski Asset Management Inc.27,483$689K0.1%+108.0%0.519%
4/24/2025Confluence Wealth Services Inc.620,879$15.12M0.9%-0.8%11.715%
4/23/2025Oak Hill Wealth Advisors LLC11,945$299K0.1%N/A0.225%
4/23/2025International Assets Investment Management LLC8,325$209K0.0%N/A0.157%
4/23/2025Valmark Advisers Inc.156,136$3.91M0.1%+16.5%2.946%
4/22/2025Cambridge Investment Research Advisors Inc.80,539$2.02M0.0%+13.7%1.520%
4/16/2025Opal Wealth Advisors LLC1,044$26K0.0%N/A0.020%
4/10/2025Freedom Financial Partners LLC9,506$238K0.1%N/A0.179%
4/7/2025AdvisorNet Financial Inc10,492$263K0.0%+4.6%0.200%
3/6/2025Wood Tarver Financial Group LLC1,565$39K0.0%N/A0.032%
2/17/2025Cetera Investment Advisers16,094$407K0.0%N/A0.000%
2/17/2025Captrust Financial Advisors41,955$1.06M0.0%N/A0.000%
2/17/2025Benjamin Edwards Inc.73,160$1.85M0.0%+9.6%0.000%
2/14/2025Jane Street Group LLC20,859$527K0.0%+56.4%0.000%
2/14/2025Betterment LLC39,527$999K0.0%N/A0.000%
2/14/2025Capital Analysts LLC14,046$355K0.0%N/A0.000%
2/14/2025MML Investors Services LLC224,876$5.69M0.0%+2,746.5%0.000%
2/14/2025Capital International Investors90,000$2.28M0.0%-93.9%0.000%
2/13/2025Insigneo Advisory Services LLC10,123$256K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.18,792$475K0.0%N/A0.000%
2/12/2025Thoroughbred Financial Services LLC13,900$351K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC39,361$995K0.0%+115.8%0.000%
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2/11/2025Gutierrez Wealth Advisory LLC128,661$3.25M2.7%N/A0.000%
2/10/2025Harbour Investments Inc.18,383$465K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC186,327$4.71M0.0%+262.6%0.000%
2/7/2025HighTower Advisors LLC33,607$850K0.0%N/A0.000%
2/6/2025Midwest Heritage Bank FSB11,039$279K0.1%N/A0.000%
2/3/2025Financial Perspectives Inc1,191$30K0.0%N/A0.000%
2/3/2025Strata Wealth Advisors LLC9,007$228K0.1%N/A0.000%
1/30/2025Valmark Advisers Inc.134,049$3.39M0.1%N/A0.000%
1/27/2025Confluence Wealth Services Inc.626,087$15.84M1.0%N/A0.000%
1/16/2025Koshinski Asset Management Inc.13,210$334K0.0%N/A0.000%
1/15/2025Capital & Planning LLC9,337$236K0.2%N/A0.000%
1/13/2025AdvisorNet Financial Inc10,033$254K0.0%+3,897.2%0.000%
11/15/2024MML Investors Services LLC7,900$204K0.0%N/A0.000%
11/15/2024Jane Street Group LLC13,338$345K0.0%N/A0.000%
11/15/2024Benjamin Edwards Inc.66,744$1.73M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CGHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGHM shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Capital Group Municipal High-Income ETF. The most heavily invested institutionals were Confluence Wealth Services Inc. ($15.12M), Jones Financial Companies Lllp ($7.94M), MML Investors Services LLC ($5.69M), LPL Financial LLC ($5.06M), HighTower Advisors LLC ($4.98M), Commonwealth Equity Services LLC ($4.71M), and Valmark Advisers Inc. ($3.91M).Learn more on Capital Group Municipal High-Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Municipal High-Income ETF's stock?

Of the 37 institutional investors that purchased Capital Group Municipal High-Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Wealth Services Inc. ($626.09K), Jones Financial Companies Lllp ($316.83K), MML Investors Services LLC ($224.88K), LPL Financial LLC ($201.71K), HighTower Advisors LLC ($198.75K), Valmark Advisers Inc. ($156.14K), and Gutierrez Wealth Advisory LLC ($138.36K).

How much institutional buying is happening at Capital Group Municipal High-Income ETF?

Institutional investors have bought a total of 2,710,426 shares in the last 24 months. This purchase volume represents approximately $68.33M in transactions.

Which of Capital Group Municipal High-Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Municipal High-Income ETF stock in the last 24 months: Capital International Investors ($1.38M), OLD Mission Capital LLC ($22.95K), and Confluence Wealth Services Inc. ($5.21K).

How much institutional selling is happening at Capital Group Municipal High-Income ETF?

Institutional investors have sold a total of 1,407,158 shares in the last 24 months. This volume of shares sold represents approximately $35.57M in transactions.


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This page (NYSEARCA:CGHM) was last updated on 7/5/2025 by MarketBeat.com Staff
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