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Columbia Multi-Sector Municipal Income ETF

45 hedge funds and large institutions have $97.8M invested in Columbia Multi-Sector Municipal Income ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 4245 (+3)

1% more capital invested

Capital invested by funds: $96.9M → $97.8M (+$856K)

1.49% less ownership

Funds ownership: 49.01%47.52% (-1.5%)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$462K +$483K +23,723 New
DC
27
Davenport & Co
Virginia
$460K -$139K -6,805 -22%
PAG
28
Private Advisor Group
New Jersey
$419K -$168K -8,271 -28%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$400K +$419K +20,560 New
MTWM
30
Masso Torrence Wealth Management
New Jersey
$337K -$38.7K -1,900 -10%
CWM
31
Collaborative Wealth Management
Florida
$337K +$352K +17,301 New
HGWM
32
Horst & Graben Wealth Management
Oregon
$317K -$15.8K -778 -5%
MML Investors Services
33
MML Investors Services
Massachusetts
$294K +$307K +15,089 New
GSAM
34
Grant Street Asset Management
Pennsylvania
$243K -$3.75K -184 -1%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$229K -$978K -48,039 -80%
CMBA
36
C.M. Bidwell & Associates
Hawaii
$217K +$22.3K +1,095 +11%
MI
37
Moneywise Inc
Virginia
$202K +$211K +10,352 New
AFM
38
Andesa Financial Management
Pennsylvania
$194K +$204K +10,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$159K +$4.42K +217 +3%
IA
40
IFP Advisors
Florida
$144K +$631 +31 +0.4%
HI
41
Harbour Investments
Wisconsin
$101K
WWP
42
WR Wealth Planners
Missouri
$31.7K +$122 +6 +0.4%
IWP
43
IAG Wealth Partners
Wisconsin
$29K +$7.33K +360 +32%
APA
44
American Portfolios Advisors
New York
$21.4K
FSWA
45
Financial Synergies Wealth Advisors
Texas
$13.6K +$61 +3 +0.4%
OMC
46
Old Mission Capital
Illinois
-$699K -34,648 Closed
MSFS
47
Main Street Financial Solutions
Pennsylvania
-$246K -12,200 Closed
AWS
48
Atria Wealth Solutions
New York
-$223K -11,044 Closed
SOS
49
Silver Oak Securities
Tennessee
-$227K -11,022 Closed
CWA
50
Clearview Wealth Advisors
Oregon
-$36.7K -1,800 Closed