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Columbia Multi-Sector Municipal Income ETF
MUST

66 hedge funds and large institutions have $271M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

25% more capital invested

Capital invested by funds: $216M → $271M (+$55.1M)

10% more funds holding

Funds holding: 60 → 66 (+6)

4.41% more ownership

Funds ownership: 62.11% → 66.52% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.6M
2
Ameriprise
Ameriprise
Minnesota
+$13.1M
3
UBS Group
UBS Group
Switzerland
+$9.4M
4
Wells Fargo
Wells Fargo
California
+$8.95M
5
LPL Financial
LPL Financial
California
+$1.71M

Top Sellers

1
Jane Street
Jane Street
New York
-$9.25M
2
MML Investors Services
MML Investors Services
Massachusetts
-$4.28M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$588K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
26
Householder Group Estate & Retirement Specialist
Arizona
$976K +$471K +23,638 +102%
CA
27
Cetera Advisors
Colorado
$927K +$116K +5,803 +15%
PPWM
28
Paragon Private Wealth Management
Kentucky
$910K -$159K -7,970 -15%
CAN
29
Cetera Advisor Networks
California
$875K +$66.7K +3,344 +9%
CWM
30
Cornerstone Wealth Management
Missouri
$865K +$827K +41,453 New
LA
31
Lakeside Advisors
Washington
$855K +$5.98K +300 +0.7%
CCM
32
Condor Capital Management
New Jersey
$853K +$39.2K +1,967 +5%
JP Morgan Chase
33
JP Morgan Chase
New York
$827K +$790K +39,608 New
Natixis Advisors
34
Natixis Advisors
Massachusetts
$788K -$1.44K -72 -0.2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$741K +$708K +35,516 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$718K -$142K -7,121 -17%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$703K +$61.6K +3,089 +10%
RJA
38
Raymond James & Associates
Florida
$665K +$326K +16,349 +106%
OFS
39
OneAscent Financial Services
Alabama
$605K +$12.2K +611 +2%
MML Investors Services
40
MML Investors Services
Massachusetts
$509K -$4.28M -214,892 -90%
HGWM
41
Horst & Graben Wealth Management
Oregon
$437K -$62.1K -3,114 -13%
MTWM
42
Masso Torrence Wealth Management
New Jersey
$411K -$67.8K -3,400 -15%
RIM
43
Redwood Investment Management
Arizona
$409K +$107K +5,385 +38%
BCM
44
Brookstone Capital Management
Illinois
$409K +$391K +19,586 New
PVI
45
Pine Valley Investments
New Jersey
$365K -$187K -9,388 -35%
NIWA
46
New Insight Wealth Advisors
California
$333K +$319K +15,976 New
PAG
47
Private Advisor Group
New Jersey
$314K +$19.9K +1,000 +7%
CWM
48
Collaborative Wealth Management
Florida
$301K -$33.9K -1,699 -11%
Comerica Bank
49
Comerica Bank
Texas
$293K +$259K +13,000 +1,232%
GSC
50
Ground Swell Capital
South Carolina
$285K +$273K +13,675 New
1
2
3

MUST Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Multi-Sector Municipal Income ETF (MUST) for Q4 2023, worth a combined $271M — up 25% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MUST positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.25M sold.

  • 66 institutional investors held Columbia Multi-Sector Municipal Income ETF (MUST) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $271M of Columbia Multi-Sector Municipal Income ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 12 funds opened new Columbia Multi-Sector Municipal Income ETF positions in Q4 2023 and 6 closed out, a net change of +6 holders.
  • The largest Columbia Multi-Sector Municipal Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $14.6M added.
  • The largest Columbia Multi-Sector Municipal Income ETF seller in Q4 2023 was Jane Street, an estimated $9.25M sold.

Based on aggregated 13F filings for Q4 2023.