Free Trial
Tada emoji MarketBeat All Access Sale — Buy Now For Just $5

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

$24.53 +0.01 (+0.04%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$24.54 +0.00 (+0.02%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Municipal High-Income ETF (NYSEARCA:CGHM)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$92.11M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$35.78M
Get CGHM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Municipal High-Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGHM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/9/2025 Earned Wealth Advisors LLC24,702$619K0.1%N/A0.395%
5/8/2025 Harbour Investments Inc.21,248$532K0.0%+15.6%0.340%
5/7/2025LPL Financial LLC201,707$5.06M0.0%N/A3.227%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
5/6/2025 Cetera Investment Advisers31,774$796K0.0%+97.4%0.508%
5/2/2025 Strata Wealth Advisors LLC18,509$464K0.1%+105.5%0.296%
4/30/2025Synergy Investment Management LLC9,750$244K0.1%N/A0.184%
4/29/2025 Envestnet Asset Management Inc.31,514$790K0.0%+67.7%0.595%
4/29/2025Wayfinding Financial LLC16,001$401K0.2%N/A0.302%
4/28/2025 Gutierrez Wealth Advisory LLC138,357$3.47M2.8%+7.5%2.611%
4/25/2025 Koshinski Asset Management Inc.27,483$689K0.1%+108.0%0.519%
4/24/2025 Confluence Wealth Services Inc.620,879$15.12M0.9%-0.8%11.715%
4/23/2025 Oak Hill Wealth Advisors LLC11,945$299K0.1%N/A0.225%
4/23/2025 International Assets Investment Management LLC8,325$209K0.0%N/A0.157%
4/23/2025 Valmark Advisers Inc.156,136$3.91M0.1%+16.5%2.946%
4/22/2025 Cambridge Investment Research Advisors Inc.80,539$2.02M0.0%+13.7%1.520%
4/16/2025 Opal Wealth Advisors LLC1,044$26K0.0%N/A0.020%
4/10/2025Freedom Financial Partners LLC9,506$238K0.1%N/A0.179%
4/7/2025 AdvisorNet Financial Inc10,492$263K0.0%+4.6%0.200%
3/6/2025Wood Tarver Financial Group LLC1,565$39K0.0%N/A0.032%
2/17/2025 Cetera 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%
2/13/2025 Envestnet Asset Management Inc.18,792$475K0.0%N/A0.000%
2/12/2025 Thoroughbred Financial Services LLC13,900$351K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC39,361$995K0.0%+115.8%0.000%
2/11/2025 Gutierrez Wealth Advisory LLC128,661$3.25M2.7%N/A0.000%
2/10/2025 Harbour Investments Inc.18,383$465K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC186,327$4.71M0.0%+262.6%0.000%
2/7/2025HighTower Advisors LLC33,607$850K0.0%N/A0.000%
2/6/2025 Midwest Heritage Bank FSB11,039$279K0.1%N/A0.000%
2/3/2025 Financial Perspectives Inc1,191$30K0.0%N/A0.000%
2/3/2025 Strata Wealth Advisors LLC9,007$228K0.1%N/A0.000%
1/30/2025 Valmark Advisers Inc.134,049$3.39M0.1%N/A0.000%
1/27/2025 Confluence Wealth Services Inc.626,087$15.84M1.0%N/A0.000%
1/16/2025 Koshinski Asset Management Inc.13,210$334K0.0%N/A0.000%
1/15/2025 Capital & Planning LLC9,337$236K0.2%N/A0.000%
1/13/2025 AdvisorNet 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, 54 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), MML Investors Services LLC ($5.69M), 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 53 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 3,675,358 shares in the last 24 months. This purchase volume represents approximately $92.11M 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), 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 1,415,778 shares in the last 24 months. This volume of shares sold represents approximately $35.78M in transactions.


Related Companies

This page (NYSEARCA:CGHM) was last updated on 8/11/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored