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Columbia Multi-Sector Municipal Income ETF

42 hedge funds and large institutions have $96.9M invested in Columbia Multi-Sector Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $86M → $96.9M (+$10.9M)

2% more funds holding

Funds holding: 4142 (+1)

2.1% more ownership

Funds ownership: 46.91%49.01% (+2.1%)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$389K +$17K +838 +5%
MTWM
27
Masso Torrence Wealth Management
New Jersey
$387K -$259K -12,773 -40%
HGWM
28
Horst & Graben Wealth Management
Oregon
$344K -$21K -1,034 -6%
LSPW
29
Lake Street Private Wealth
Illinois
$301K +$303K +14,911 New
MSFS
30
Main Street Financial Solutions
Pennsylvania
$246K
SOS
31
Silver Oak Securities
Tennessee
$227K -$13.7K -676 -6%
AWS
32
Atria Wealth Solutions
New York
$223K +$25.4K +1,250 +13%
CMBA
33
C.M. Bidwell & Associates
Hawaii
$202K +$204K +10,025 New
Osaic Holdings
34
Osaic Holdings
Arizona
$160K -$21.3K -1,049 -12%
IA
35
IFP Advisors
Florida
$143K
HI
36
Harbour Investments
Wisconsin
$101K +$102K +5,015 New
CWA
37
Clearview Wealth Advisors
Oregon
$36K
WWP
38
WR Wealth Planners
Missouri
$32.8K -$154K -7,577 -82%
APA
39
American Portfolios Advisors
New York
$22.2K
IWP
40
IAG Wealth Partners
Wisconsin
$22K
FSWA
41
Financial Synergies Wealth Advisors
Texas
$14K +$14.1K +695 New
GSAM
42
Grant Street Asset Management
Pennsylvania
$256 +$873 +43 +0.3%
CIA
43
Compass Ion Advisors
Pennsylvania
-$276K -13,175 Closed
EH
44
Equitable Holdings
New York
-$239K -11,414 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
-$220K -10,479 Closed
UBS Group
46
UBS Group
Switzerland
-$96K -4,592 Closed