Capital Group Municipal High-Income is a publicly traded company on ARCX. As of Q3 2025, 97 institutional investors hold shares in this company, with total holdings valued at $2.1B. Capital International Investors is the largest holder with a position valued at $1.5B.
Overview of institutional ownership in CGHM as of Q3 2025
Institutions with the largest positions in CGHM as of Q3 2025
| Institution | Position Value |
|---|---|
C Capital International Investors Institution | $1.5B 0.24% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $243.3M 0.07% of portfolio |
L LPL Financial LLC Institution | $49.3M 0.01% of portfolio |
Cetera Investment Advisers RIA/Wealth | $48.1M 0.06% of portfolio |
Vestmark Advisory Solutions, Inc. Fund of Funds | $32.9M 0.63% of portfolio |
MML INVESTORS SERVICES, LLC RIA/Wealth | $28.0M 0.08% of portfolio |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $27.2M 0.06% of portfolio |
A Advisor Group Holdings, Inc. Institution | $16.8M 0.02% of portfolio |
C CLS Investments, LLC Institution | $16.6M 0.13% of portfolio |
Confluence Wealth Services, Inc. RIA/Wealth | $16.0M 0.79% of portfolio |
Institutional buying and selling activity for CGHM in Q3 2025
| Institution | Net Bought |
|---|---|
C Capital International Investors Institution | +$1.5B +58.4M shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$241.8M +9.6M shares |
Cetera Investment Advisers RIA/Wealth | +$45.1M +1.8M shares |
L LPL Financial LLC Institution | +$37.6M +1.5M shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | +$32.9M +1.3M shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$28.0M +993.0K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$27.2M +1.1M shares |
C CLS Investments, LLC Institution | +$16.2M +641.8K shares |
BB&T CORP Institution | +$13.3M +525.6K shares |
A Advisor Group Holdings, Inc. Institution | +$10.5M +416.1K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$2.0M −80.0K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$779.8K −31.7K shares |
O OLD MISSION CAPITAL LLC Institution | −$278.7K −11.0K shares |
Opal Wealth Advisors, LLC RIA/Wealth | −$50.9K −2.1K shares |
Strata Wealth Advisors, LLC RIA/Wealth | −$46.3K −1.8K shares |
BANK OF AMERICA CORP /DE/ Institution | −$34.5K −1.4K shares |
Strategic Blueprint, LLC RIA/Wealth | −$23.8K −942.0 shares |
Institutions that initiated new positions or completely exited CGHM in Q3 2025
| Institution | Position Value |
|---|---|
Vestmark Advisory Solutions, Inc. Fund of Funds | $32.9M 1.3M shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $28.0M 1.1M shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $27.2M 1.1M shares |
BB&T CORP Institution | $13.3M 525.6K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $7.6M 300.4K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $6.7M 264.9K shares |
CULLEN/FROST BANKERS, INC. Institution | $2.3M 90.2K shares |
Simplicity Wealth,LLC RIA/Wealth | $2.0M 80.0K shares |
R RFP Financial Group LLC Institution | $1.7M 69.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $1.3M 51.2K shares |
| Institution | Previous Position |
|---|---|
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $779.8K 31.7K shares |
Opal Wealth Advisors, LLC RIA/Wealth | $50.9K 2.1K shares |
BANK OF AMERICA CORP /DE/ Institution | $34.5K 1.4K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | - 1.6K shares |
Institutions with the largest Call and Put options positions in CGHM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with CGHM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Gutierrez Wealth Advisory, LLC RIA/Wealth | 3.32% $5.0M |
Strata Wealth Advisors, LLC RIA/Wealth | 1.82% $6.9M |
C CONTINENTAL INVESTORS SERVICES, INC. RIA/Wealth | 1.70% $1.1M |
Confluence Wealth Services, Inc. RIA/Wealth | 0.79% $16.0M |
R RFP Financial Group LLC Institution | 0.72% $1.7M |
Vestmark Advisory Solutions, Inc. Fund of Funds | 0.63% $32.9M |
Hanlon Investment Management, Inc. RIA/Wealth | 0.49% $806.3K |
Prentice Wealth Management LLC RIA/Wealth | 0.48% $1.9M |
L LongView Wealth Management RIA/Wealth | 0.34% $1.2M |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.31% $504.2K |
Discover hedge funds investing in CGHM

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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