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Columbia Multi-Sector Municipal Income ETF
MUST

53 hedge funds and large institutions have $166M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $165M → $166M (+$1.06M)

0% more funds holding

Funds holding: 53 → 53 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.34% less ownership

Funds ownership: 60.85% → 57.52% (-3.3%)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
26
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.77M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.3M
3
MI
Moneywise Inc
Virginia
+$1.98M
4
AA
AlphaQ Advisors
Florida
+$1.28M
5
AFM
Andesa Financial Management
Pennsylvania
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$5.03M
2
Ameriprise
Ameriprise
Minnesota
-$4.3M
3
Morgan Stanley
Morgan Stanley
New York
-$3.66M
4
MML Investors Services
MML Investors Services
Massachusetts
-$884K
5
CG
Colony Group
Massachusetts
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$731K +$27.9K +1,360 +4%
CAN
27
Cetera Advisor Networks
California
$721K +$175K +8,518 +32%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$633K +$314K +15,312 +100%
CA
29
Cetera Advisors
Colorado
$612K +$657 +32 +0.1%
UBS Group
30
UBS Group
Switzerland
$582K +$22.8K +1,109 +4%
HGWM
31
Horst & Graben Wealth Management
Oregon
$579K -$231K -11,234 -29%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$556K +$160K +7,818 +41%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$514K -$39.1K -1,905 -7%
MTWM
34
Masso Torrence Wealth Management
New Jersey
$415K -$10.7K -520 -3%
OMC
35
Old Mission Capital
Illinois
$363K +$361K +17,581 New
NA
36
NewEdge Advisors
Louisiana
$358K -$125K -6,093 -26%
CWM
37
Collaborative Wealth Management
Florida
$358K +$452 +22 +0.1%
PAG
38
Private Advisor Group
New Jersey
$352K -$50.3K -2,452 -13%
DC
39
Davenport & Co
Virginia
$341K – – –
RJA
40
Raymond James & Associates
Florida
$321K -$36.4K -1,773 -10%
BFM
41
Boothbay Fund Management
New York
$283K +$282K +13,731 New
AWM
42
Avaii Wealth Management
Wisconsin
$273K -$10.5K -513 -4%
SOS
43
Silver Oak Securities
Tennessee
$223K +$16.7K +814 +8%
FA
44
Fermata Advisors
California
$202K +$201K +9,780 New
CMBA
45
C.M. Bidwell & Associates
Hawaii
$186K – – –
HI
46
Harbour Investments
Wisconsin
$160K +$51.3K +2,500 +47%
IA
47
IFP Advisors
Florida
$144K – – –
JGCM
48
Joseph Group Capital Management
Ohio
$55.6K -$162K -7,917 -75%
WIM
49
Westside Investment Management
California
$41.2K – – –
NFSG
50
Newbridge Financial Services Group
Florida
$36.4K – – –
1
2
3

MUST Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Multi-Sector Municipal Income ETF (MUST) for Q1 2023, worth a combined $166M — up 0.64% from $165M a quarter earlier.

Fund positioning in MUST was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 26 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $3.77M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $5.03M.

  • 53 institutional investors held Columbia Multi-Sector Municipal Income ETF (MUST) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $166M of Columbia Multi-Sector Municipal Income ETF stock for Q1 2023, up 0.64% quarter-over-quarter.
  • 5 funds opened new Columbia Multi-Sector Municipal Income ETF positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest Columbia Multi-Sector Municipal Income ETF buyer in Q1 2023 was Bank of America, an estimated $3.77M added.
  • The largest Columbia Multi-Sector Municipal Income ETF seller in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2023.