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Columbia Multi-Sector Municipal Income ETF

60 hedge funds and large institutions have $216M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

11% more funds holding

Funds holding: 5460 (+6)

10% more capital invested

Capital invested by funds: $197M → $216M (+$19.2M)

3.89% more ownership

Funds ownership: 58.22%62.11% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
26
Lake Street Private Wealth
Illinois
$1.23M +$1.19K +59 +0.1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.15M +$204K +10,095 +21%
CTC
28
Central Trust Company
Missouri
$1.06M -$176K -8,722 -14%
PPWM
29
Paragon Private Wealth Management
Kentucky
$1.01M -$42.1K -2,083 -4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$809K -$9.88K -489 -1%
LA
31
Lakeside Advisors
Washington
$793K -$96.2K -4,761 -10%
CCM
32
Condor Capital Management
New Jersey
$758K +$124K +6,136 +19%
CA
33
Cetera Advisors
Colorado
$753K +$23.4K +1,159 +3%
CAN
34
Cetera Advisor Networks
California
$752K -$7.98K -395 -1%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$738K +$122K +6,023 +19%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$597K -$222 -11 -0%
OFS
37
OneAscent Financial Services
Alabama
$554K +$573K +28,386 New
PVI
38
Pine Valley Investments
New Jersey
$524K +$543K +26,893 New
HGWM
39
Horst & Graben Wealth Management
Oregon
$469K -$160K -7,920 -25%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$452K +$468K +23,173 New
MTWM
41
Masso Torrence Wealth Management
New Jersey
$451K
Citadel Advisors
42
Citadel Advisors
Florida
$358K +$371K +18,352 New
CWM
43
Collaborative Wealth Management
Florida
$314K -$5.74K -284 -2%
RJA
44
Raymond James & Associates
Florida
$302K -$990 -49 -0.3%
RIM
45
Redwood Investment Management
Arizona
$277K +$287K +14,219 New
PAG
46
Private Advisor Group
New Jersey
$274K -$20.2K -1,000 -7%
DC
47
Davenport & Co
Virginia
$209K -$121K -5,974 -36%
CMBA
48
C.M. Bidwell & Associates
Hawaii
$186K
IA
49
IFP Advisors
Florida
$179K
WIM
50
Westside Investment Management
California
$176K +$141K +7,000 +350%