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

$25.38 +0.07 (+0.28%)
Closing price 04:10 PM Eastern
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$25.35 -0.03 (-0.12%)
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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)
62
Total
Institutional Inflows
(last 12 months)
$101.19M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$39.62M
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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
9/4/2025 Osaic Holdings Inc.250,401$6.17M0.0%+158.7%2.664%
8/27/2025 Orion Porfolio Solutions LLC15,277$376K0.0%N/A0.163%
8/18/2025 Geneos Wealth Management Inc.5,537$136K0.0%+2,451.6%0.059%
8/15/2025 Captrust Financial Advisors67,099$1.65M0.0%-16.2%0.714%
8/15/2025 Orion Porfolio Solutions LLC15,277$376K0.0%N/A0.163%
8/15/2025 MML Investors Services LLC112,859$2.78M0.0%-51.8%1.201%
8/15/2025 Benjamin Edwards Inc.100,152$2.47M0.0%+31.1%1.065%
8/15/2025 Bank of America Corp DE1,400$34K0.0%N/A0.015%
8/14/2025 Jane Street Group LLC104,544$2.58M0.0%+11.6%1.112%
8/14/2025 Raymond James Financial Inc.148,124$3.65M0.0%+31.6%1.576%
8/14/2025 Betterment LLC18,396$453K0.0%-54.3%0.196%
8/14/2025 Sei Investments Co.37,634$927K0.0%N/A0.400%
8/12/2025 Steward Partners Investment Advisory LLC41,305$1.02M0.0%+68.7%0.439%
8/12/2025 Global Retirement Partners LLC18,497$456K0.0%N/A0.197%
8/11/2025 Perennial Investment Advisors LLC42,836$1.06M0.1%+406.0%0.495%
8/8/2025 Cetera Investment Advisers120,827$2.98M0.0%+280.3%1.285%
8/8/2025 Thoroughbred Financial Services LLC34,701$854K0.1%+149.6%0.369%
8/8/2025 Advyzon Investment Management LLC22,244$548K0.1%N/A0.237%
8/6/2025 Prospera Financial Services Inc27,270$672K0.0%+5.1%0.290%
8/4/2025 Creative Financial Designs Inc. ADV1,818$45K0.0%+203.0%0.021%
8/4/2025 World Investment Advisors10,890$268K0.0%N/A0.126%
8/1/2025 Envestnet Asset Management Inc.59,900$1.48M0.0%+90.1%0.692%
7/31/2025 Prentice Wealth Management LLC16,686$411K0.1%N/A0.193%
7/31/2025 Strata Wealth Advisors LLC276,334$6.81M1.9%+1,393.0%3.195%
7/30/2025 Strategic Blueprint LLC10,602$261K0.0%N/A0.123%
7/29/2025 Uhlmann Price Securities LLC12,008$296K0.2%N/A0.139%
7/29/2025 Koshinski Asset Management Inc.44,899$1.11M0.1%+63.4%0.519%
7/29/2025 Stratos Wealth Partners LTD.10,600$261K0.0%N/A0.123%
7/28/2025 EQ Wealth Advisors LLC2,661$66K0.0%N/A0.031%
7/28/2025 Harbour Investments Inc.21,953$541K0.0%+3.3%0.254%
7/24/2025 Financial Connections Group Inc.43,093$1.06M0.4%N/A0.498%
7/23/2025 Valmark Advisers Inc.184,941$4.56M0.1%+18.4%2.138%
7/22/2025 Confluence Wealth Services Inc.613,859$15.12M0.8%-1.1%7.097%
7/22/2025 Keudell Morrison Wealth Management146,741$3.62M0.8%N/A1.696%
7/22/2025 Wealthcare Advisory Partners LLC106,428$2.62M0.1%N/A1.230%
7/22/2025 Gutierrez Wealth Advisory LLC189,095$4.66M3.1%+36.7%2.186%
7/22/2025 Oak Hill Wealth Advisors LLC12,360$304K0.1%+3.5%0.143%
7/18/2025 Vicus Capital14,058$346K0.0%N/A0.163%
7/17/2025 Venture Visionary Partners LLC20,688$510K0.0%N/A0.242%
7/14/2025 Opal Wealth Advisors LLC2,066$51K0.0%+97.9%0.024%
7/14/2025 AdvisorNet Financial Inc8,892$219K0.0%-15.2%0.105%
7/11/2025 LongView Wealth Management36,502$899K0.3%N/A0.437%
7/9/2025 Thrive Wealth Management LLC14,026$346K0.1%N/A0.168%
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%
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, 63 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), Strata Wealth Advisors LLC ($6.81M), Osaic Holdings Inc. ($6.17M), LPL Financial LLC ($5.06M), HighTower Advisors LLC ($4.98M), and Commonwealth Equity Services LLC ($4.71M).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 62 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), Strata Wealth Advisors LLC ($276.33K), MML Investors Services LLC ($224.88K), LPL Financial LLC ($201.71K), HighTower Advisors LLC ($198.75K), and Gutierrez Wealth Advisory LLC ($189.10K).

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

Institutional investors have bought a total of 4,043,724 shares in the last 24 months. This purchase volume represents approximately $101.19M 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), MML Investors Services LLC ($121.26K), OLD Mission Capital LLC ($22.95K), Betterment LLC ($21.88K), Captrust Financial Advisors ($12.94K), Confluence Wealth Services Inc. ($12.23K), and AdvisorNet Financial Inc ($1.60K).

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

Institutional investors have sold a total of 1,571,852 shares in the last 24 months. This volume of shares sold represents approximately $39.62M in transactions.


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This page (NYSEARCA:CGHM) was last updated on 9/15/2025 by MarketBeat.com Staff
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