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Columbia Multi-Sector Municipal Income ETF

54 hedge funds and large institutions have $197M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $166M → $197M (+$30.9M)

2% more funds holding

Funds holding: 5354 (+1)

0.71% more ownership

Funds ownership: 57.52%58.22% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
30
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
26
Paragon Private Wealth Management
Kentucky
$1.1M +$1.1M +53,648 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1M +$275K +13,389 +38%
LA
28
Lakeside Advisors
Washington
$932K
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$861K -$8.9K -434 -1%
CAN
30
Cetera Advisor Networks
California
$799K +$82.2K +4,007 +11%
CA
31
Cetera Advisors
Colorado
$768K +$159K +7,763 +26%
CCM
32
Condor Capital Management
New Jersey
$672K +$672K +32,755 New
HGWM
33
Horst & Graben Wealth Management
Oregon
$656K +$79.9K +3,896 +14%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$653K +$23.2K +1,133 +4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$628K +$74.5K +3,632 +13%
MTWM
36
Masso Torrence Wealth Management
New Jersey
$474K +$61.5K +3,000 +15%
FTUS
37
Flow Traders U.S.
New York
$436K +$436K +21,261 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$353K +$353K +17,204 New
DC
39
Davenport & Co
Virginia
$342K +$3.14K +153 +0.9%
CWM
40
Collaborative Wealth Management
Florida
$336K -$19.7K -959 -6%
RJA
41
Raymond James & Associates
Florida
$319K
PAG
42
Private Advisor Group
New Jersey
$310K -$41K -2,000 -12%
AWM
43
Avaii Wealth Management
Wisconsin
$226K -$45.5K -2,217 -17%
CMBA
44
C.M. Bidwell & Associates
Hawaii
$196K +$10.2K +498 +6%
IA
45
IFP Advisors
Florida
$188K +$40.5K +1,973 +27%
Citigroup
46
Citigroup
New York
$147K +$147K +7,162 New
NA
47
NewEdge Advisors
Louisiana
$96.8K -$259K -12,642 -73%
HI
48
Harbour Investments
Wisconsin
$87.5K -$71.8K -3,500 -45%
FFA
49
Farther Finance Advisors
California
$52.1K +$52.1K +2,540 New
JGCM
50
Joseph Group Capital Management
Ohio
$50.5K -$4.84K -236 -9%