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Columbia Multi-Sector Municipal Income ETF

69 hedge funds and large institutions have $241M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6669 (+3)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.84% less ownership

Funds ownership: 66.52%61.68% (-4.8%)

11% less capital invested

Capital invested by funds: $271M → $241M (-$30.4M)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
26
Core Wealth Advisors (Florida)
Florida
$1.26M -$512K -24,752 -29%
CTC
27
Central Trust Company
Missouri
$1.18M -$326K -15,751 -22%
HGERS
28
Householder Group Estate & Retirement Specialist
Arizona
$1.16M +$198K +9,566 +20%
CAN
29
Cetera Advisor Networks
California
$1M +$137K +6,616 +16%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$981K +$286K +13,810 +41%
CCM
31
Condor Capital Management
New Jersey
$967K +$123K +5,969 +15%
PPWM
32
Paragon Private Wealth Management
Kentucky
$892K -$8.89K -430 -1%
CWM
33
Cornerstone Wealth Management
Missouri
$849K -$7.9K -382 -0.9%
LA
34
Lakeside Advisors
Washington
$846K
LA
35
LM Advisors
California
$824K +$815K +39,419 +8,247%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$801K +$20.4K +985 +3%
CA
37
Cetera Advisors
Colorado
$766K -$151K -7,323 -16%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$734K
RJA
39
Raymond James & Associates
Florida
$712K +$54.2K +2,619 +8%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$666K -$44.7K -2,160 -6%
OFS
41
OneAscent Financial Services
Alabama
$587K -$12.5K -606 -2%
PAG
42
Private Advisor Group
New Jersey
$463K +$152K +7,351 +49%
MML Investors Services
43
MML Investors Services
Massachusetts
$424K -$79.4K -3,839 -16%
RIM
44
Redwood Investment Management
Arizona
$407K +$1.97K +95 +0.5%
HGWM
45
Horst & Graben Wealth Management
Oregon
$404K -$29K -1,400 -7%
PVI
46
Pine Valley Investments
New Jersey
$362K
NIWA
47
New Insight Wealth Advisors
California
$361K +$31K +1,500 +9%
FIA
48
Foundations Investment Advisors
Arizona
$361K +$361K +17,456 New
Comerica Bank
49
Comerica Bank
Texas
$311K +$20.7K +1,000 +7%
WIM
50
Westside Investment Management
California
$289K +$103K +5,000 +56%