CGHM Institutional Ownership
Capital Group Municipal High-Income ETF
1W: -0.6%
1M: -4.1%
3M: -7.1%
YTD: -4.9%
1Y: -4.1%
$24.08
-0.04 (-0.17%)
Weekly Expected Move ±1.0%
$24
$24
$24
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CGHM
201
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
35
New Positions
123
Increased
28
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (207 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 63,675,196 | 1.5B | +3,674,367 | +6.1% | 9Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 13,298,153 | $320M | +1,227,406 | +10.2% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 6,046,346 | $146M | +1,366,738 | +29.2% | 6Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 2,868,376 | $69M | +368,568 | +14.7% | 7Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 2,025,739 | $49M | +177,429 | +9.6% | 8Q | SEC ↗ |
| 6 | Vestmark Advisory Solutions, Inc. | 1,550,140 | $37M | -34 | -0.0% | 4Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 1,404,238 | $34M | +431,092 | +44.3% | 9Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 1,390,783 | $33M | +217,189 | +18.5% | 8Q | SEC ↗ |
| 9 | ASSETMARK, INC | 1,335,444 | $32M | +135,866 | +11.3% | 4Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,204,975 | $29M | +450,300 | +59.7% | 6Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 1,102,681 | $27M | +175,273 | +18.9% | 4Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 913,813 | $22M | +356,823 | +64.1% | 8Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 881,123 | $21M | +379,118 | +75.5% | 4Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 852,417 | $21M | +320,687 | +60.3% | 6Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 847,522 | $20M | -157,583 | -15.7% | 8Q | SEC ↗ |
| 16 | Aprio Wealth Management, LLC | 819,408 | $20M | +100,186 | +13.9% | 3Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 766,284 | $18M | +83,173 | +12.2% | 4Q | SEC ↗ |
| 18 | Orion Porfolio Solutions, LLC | 764,039 | $18M | +34,963 | +4.8% | 5Q | SEC ↗ |
| 19 | Confluence Wealth Services, Inc. | 695,835 | $17M | +25,210 | +3.8% | 7Q | SEC ↗ |
| 20 | J. Derek Lewis & Associates Inc. | 580,244 | $14M | -2 | -0.0% | 3Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 505,492 | $12M | +66,571 | +15.2% | 6Q | SEC ↗ |
| 22 | PRINCIPAL SECURITIES, INC. | 496,159 | $12M | +53,432 | +12.1% | 4Q | SEC ↗ |
| 23 | BENJAMIN EDWARDS INC | 472,742 | $11M | +92,511 | +24.3% | 8Q | SEC ↗ |
| 24 | Capital Group Private Client Services, | 472,102 | $11M | +94,820 | +25.1% | 6Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 409,155 | $10M | +12,571 | +3.2% | 6Q | SEC ↗ |
| 26 | Strata Wealth Advisors, LLC | 392,344 | $9M | +4,551 | +1.2% | 7Q | SEC ↗ |
| 27 | Envestnet Portfolio Solutions, Inc. | 356,104 | $9M | +51,319 | +16.8% | 4Q | SEC ↗ |
| 28 | UBS AM, a distinct business unit of UB | 337,790 | $8M | — | +0.0% | 2Q | SEC ↗ |
| 29 | Koshinski Asset Management, Inc. | 320,876 | $8M | +44,043 | +15.9% | 7Q | SEC ↗ |
| 30 | Valmark Advisers, Inc. | 309,331 | $7M | +14,228 | +4.8% | 7Q | SEC ↗ |
| 31 | NATIXIS ADVISORS, LLC | 294,526 | $7M | +113,080 | +62.3% | 5Q | SEC ↗ |
| 32 | First Interstate Bank | 290,676 | $7M | +96,299 | +49.5% | 3Q | SEC ↗ |
| 33 | Apollon Wealth Management, LLC | 289,402 | $7M | +214,273 | +285.2% | 2Q | SEC ↗ |
| 34 | Prentice Wealth Management LLC | 267,660 | $6M | +60,217 | +29.0% | 5Q | SEC ↗ |
| 35 | PARK AVENUE SECURITIES LLC | 251,000 | $6M | +77,510 | +44.7% | 2Q | SEC ↗ |
| 36 | Gutierrez Wealth Advisory, LLC | 241,975 | $6M | +18,855 | +8.5% | 7Q | SEC ↗ |
| 37 | GREAT VALLEY ADVISOR GROUP, INC. | 232,676 | $6M | +67,545 | +40.9% | 2Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 214,471 | $5M | +178,970 | +504.1% | 3Q | SEC ↗ |
| 39 | Platt Wealth Management LLC | 212,617 | $5M | +17,358 | +8.9% | 3Q | SEC ↗ |
| 40 | Keudell/Morrison Wealth Management | 208,098 | $5M | +9,586 | +4.8% | 3Q | SEC ↗ |
| 41 | Clear Trail Advisors, LLC | 207,624 | $5M | +15,938 | +8.3% | 2Q | SEC ↗ |
| 42 | Cullen/Frost Bankers, Inc. | 199,062 | $5M | +34,492 | +21.0% | 4Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 191,440 | $5M | +30,343 | +18.8% | 5Q | SEC ↗ |
| 44 | Capital Analysts, LLC | 187,286 | $5M | +54,387 | +40.9% | 7Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 185,414 | $4M | +2,910 | +1.6% | 3Q | SEC ↗ |
| 46 | CAPTRUST FINANCIAL ADVISORS | 162,473 | $4M | +4,855 | +3.1% | 7Q | SEC ↗ |
| 47 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 159,791 | $4M | +99,406 | +164.6% | 3Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE NEW | 153,934 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Capital Investment Management, Inc. | 140,319 | $3M | +25,842 | +22.6% | 3Q | SEC ↗ |
| 50 | Transamerica Financial Advisors, LLC | 136,957 | $3M | +30,256 | +28.4% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 153,934 | $4M |
| Elequin Capital, LP | 97,437 | $2M |
| Boulder Wealth Advisors, LLC | 87,133 | $2M |
| Global Retirement Partners, LLC | 47,577 | $1M |
| Entruity Wealth, LLC | 41,340 | $995K |
| HB Wealth Management, LLC | 38,300 | $922K |
| Bank of New York Mellon Corp | 28,022 | $675K |
| VICTORY FINANCIAL GROUP, LLC | 21,967 | $529K |
| Apollon Financial, LLC | 21,160 | $510K |
| Advisory Services Network, LLC | 19,480 | $469K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19,476 | $469K |
| QUANTUM FINANCIAL PARTNERS LLC | 19,330 | $465K |
| Northwest Financial Advisors | 18,208 | $438K |
| Diversify Advisory Services, LLC | 16,890 | $407K |
| Lineweaver Wealth Advisors, LLC | 16,130 | $388K |
| Vantus Wealth LLC | 13,815 | $333K |
| Kovack Advisors, Inc. | 13,754 | $331K |
| Bay Colony Advisory Group, Inc d/b/ | 13,716 | $330K |
| PENNSYLVANIA CAPITAL MANAGEMENT INC | 12,757 | $307K |
| Arax Advisory Partners | 12,460 | $300K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| D.A. DAVIDSON & CO. | 21,643 | $521K |
| Hilltop Holdings Inc. | 15,059 | $363K |
| FLOW TRADERS U.S. LLC | 13,015 | $313K |
| WORLD EQUITY GROUP, INC. | 11,106 | $267K |
| Synergy Financial Group, LTD | 10,373 | $250K |
| MOTCO | 3,958 | $95K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,656 | $64K |
| Camelot Portfolios, LLC | 2,613 | $63K |
| US BANCORP \DE | 2,387 | $57K |
| MassMutual Private Wealth & Trust, | 430 | $10K |
| HALBERT HARGROVE GLOBAL ADVISORS, L | 421 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | +3,674,367 | +6.1% | 63,675,196 |
| LPL Financial LLC | +1,366,738 | +29.2% | 6,046,346 |
| ENVESTNET ASSET MANAGEMENT INC | +1,227,406 | +10.2% | 13,298,153 |
| RAYMOND JAMES FINANCIAL INC | +450,300 | +59.7% | 1,204,975 |
| ROYAL BANK OF CANADA | +431,092 | +44.3% | 1,404,238 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +379,118 | +75.5% | 881,123 |
| Cetera Investment Advisers | +368,568 | +14.7% | 2,868,376 |
| OSAIC HOLDINGS, INC. | +356,823 | +64.1% | 913,813 |
| JONES FINANCIAL COMPANIES LLLP | +320,687 | +60.3% | 852,417 |
| MML INVESTORS SERVICES, LLC | +217,189 | +18.5% | 1,390,783 |
| Apollon Wealth Management, LLC | +214,273 | +285.2% | 289,402 |
| WELLS FARGO & COMPANY/MN | +178,970 | +504.1% | 214,471 |
| Cambridge Investment Research Advis | +177,429 | +9.6% | 2,025,739 |
| Janney Montgomery Scott LLC | +175,273 | +18.9% | 1,102,681 |
| ASSETMARK, INC | +135,866 | +11.3% | 1,335,444 |
| NATIXIS ADVISORS, LLC | +113,080 | +62.3% | 294,526 |
| Summit Financial, LLC | +101,927 | +572.5% | 119,731 |
| Aprio Wealth Management, LLC | +100,186 | +13.9% | 819,408 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +99,406 | +164.6% | 159,791 |
| First Interstate Bank | +96,299 | +49.5% | 290,676 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -157,583 | -15.7% | 847,522 |
| OLD MISSION CAPITAL LLC | -55,498 | -80.9% | 13,091 |
| LongView Wealth Management | -29,981 | -73.2% | 11,001 |
| CITADEL ADVISORS LLC | -28,834 | -18.8% | 124,944 |
| HARBOUR INVESTMENTS, INC. | -22,265 | -33.8% | 43,659 |
| Gateway Wealth Partners, LLC | -19,294 | -18.1% | 87,436 |
| JANE STREET GROUP, LLC | -17,054 | -12.1% | 124,329 |
| CONTINENTAL INVESTORS SERVICES, INC | -16,141 | -61.8% | 9,968 |
| Prospera Financial Services Inc | -9,910 | -31.9% | 21,148 |
| Capital Planning LLC | -9,337 | -46.4% | 10,785 |
| RFP Financial Group LLC | -9,276 | -11.0% | 75,330 |
| BlueStem Wealth Partners, LLC | -5,339 | -4.0% | 127,513 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -2,023 | -13.6% | 12,877 |
| Vise Technologies, Inc. | -1,758 | -9.5% | 16,697 |
| INSIGNEO ADVISORY SERVICES, LLC | -1,650 | -16.3% | 8,473 |
| Waverly Advisors, LLC | -965 | -4.5% | 20,522 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -932 | -5.2% | 16,890 |
| Simplicity Wealth,LLC | -508 | -0.6% | 85,807 |
| Financial Connections Group, Inc. | -438 | -0.9% | 50,510 |
| UBS Group AG | -336 | -94.6% | 19 |