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Columbia Multi-Sector Municipal Income ETF

70 hedge funds and large institutions have $239M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

1% more funds holding

Funds holding: 6970 (+1)

1% less capital invested

Capital invested by funds: $241M → $239M (-$2.09M)

2.04% less ownership

Funds ownership: 61.68%59.65% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
19
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
26
Householder Group Estate & Retirement Specialist
Arizona
$1.21M +$65.6K +3,209 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.14M +$174K +8,518 +18%
CTC
28
Central Trust Company
Missouri
$1.11M -$50.7K -2,480 -4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.02M +$1.03M +50,143 New
CCM
30
Condor Capital Management
New Jersey
$1.01M +$58.7K +2,871 +6%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$914K -$353K -17,242 -28%
PPWM
32
Paragon Private Wealth Management
Kentucky
$879K
CWM
33
Cornerstone Wealth Management
Missouri
$833K -$3.97K -194 -0.5%
LA
34
LM Advisors
California
$813K
LA
35
Lakeside Advisors
Washington
$753K -$81.8K -4,000 -10%
JP Morgan Chase
36
JP Morgan Chase
New York
$713K -$1.18M -57,547 -62%
RJA
37
Raymond James & Associates
Florida
$690K -$11.7K -570 -2%
NA
38
NewEdge Advisors
Louisiana
$689K +$656K +32,047 +1,780%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$674K -$116K -5,650 -15%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$640K -$84.2K -4,116 -12%
OFS
41
OneAscent Financial Services
Alabama
$568K -$10.5K -512 -2%
AI
42
Atria Investments
North Carolina
$568K +$570K +27,879 New
NIWA
43
New Insight Wealth Advisors
California
$491K +$136K +6,625 +38%
FIA
44
Foundations Investment Advisors
Arizona
$416K +$60.9K +2,977 +17%
RIM
45
Redwood Investment Management
Arizona
$404K +$3.15K +154 +0.8%
PAG
46
Private Advisor Group
New Jersey
$403K -$53.8K -2,631 -12%
PVI
47
Pine Valley Investments
New Jersey
$357K
MML Investors Services
48
MML Investors Services
Massachusetts
$333K -$85.7K -4,189 -20%
WIA
49
World Investment Advisors
California
$320K +$321K +15,700 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$310K +$84.8K +4,143 +37%