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Columbia Multi-Sector Municipal Income ETF

53 hedge funds and large institutions have $165M invested in Columbia Multi-Sector Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

69% more capital invested

Capital invested by funds: $97.8M → $165M (+$67.3M)

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

18% more funds holding

Funds holding: 4553 (+8)

13.33% more ownership

Funds ownership: 47.52%60.85% (+13%)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
24
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$687K +$269K +13,536 +66%
Osaic Holdings
27
Osaic Holdings
Arizona
$673K +$502K +25,274 +312%
AFM
28
Andesa Financial Management
Pennsylvania
$640K +$431K +21,729 +217%
CA
29
Cetera Advisors
Colorado
$598K +$21.4K +1,077 +4%
UBS Group
30
UBS Group
Switzerland
$546K +$538K +27,103 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$542K -$53.4K -2,688 -9%
CAN
32
Cetera Advisor Networks
California
$533K -$181K -9,133 -26%
FTUS
33
Flow Traders U.S.
New York
$501K -$603K -30,364 -55%
MTWM
34
Masso Torrence Wealth Management
New Jersey
$416K +$66.1K +3,330 +19%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$386K +$380K +19,153 New
CWM
36
Collaborative Wealth Management
Florida
$349K +$516 +26 +0.2%
RJA
37
Raymond James & Associates
Florida
$349K +$344K +17,317 New
VPP
38
Vertex Planning Partners
Illinois
$344K +$339K +17,074 New
DC
39
Davenport & Co
Virginia
$333K -$141K -7,107 -30%
PAG
40
Private Advisor Group
New Jersey
$323K -$40.1K -2,020 -9%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$310K +$71.6K +3,607 +31%
AWM
42
Avaii Wealth Management
Wisconsin
$277K -$258K -12,975 -49%
JGCM
43
Joseph Group Capital Management
Ohio
$214K +$211K +10,615 New
SOS
44
Silver Oak Securities
Tennessee
$202K +$199K +10,022 New
CMBA
45
C.M. Bidwell & Associates
Hawaii
$182K -$41.3K -2,080 -19%
IA
46
IFP Advisors
Florida
$144K +$476 +24 +0.3%
HI
47
Harbour Investments
Wisconsin
$106K +$4.96K +250 +5%
NFSG
48
Newbridge Financial Services Group
Florida
$35.6K +$35K +1,765 New
IWP
49
IAG Wealth Partners
Wisconsin
$22.4K -$7.15K -360 -24%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$11.9K +$11.7K +590 New