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Columbia Multi-Sector Municipal Income ETF

78 hedge funds and large institutions have $277M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

18% more funds holding

Funds holding: 6678 (+12)

14% more capital invested

Capital invested by funds: $244M → $277M (+$33M)

6.4% more ownership

Funds ownership: 59.19%65.59% (+6.4%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
34
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.57M -$281K -13,675 -15%
ACMA
27
Arbor Capital Management (Alaska)
Alaska
$1.42M -$37.7K -1,833 -3%
LSPW
28
Lake Street Private Wealth
Illinois
$1.37M -$18.5K -900 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.3M +$115K +5,585 +10%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$1.22M +$589K +28,639 +91%
CCM
31
Condor Capital Management
New Jersey
$1.14M +$86K +4,182 +8%
PPWM
32
Paragon Private Wealth Management
Kentucky
$1.06M +$65.7K +3,193 +7%
CWM
33
Cornerstone Wealth Management
Missouri
$948K +$104K +5,031 +12%
Jane Street
34
Jane Street
New York
$859K +$323K +15,701 +59%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$850K +$124K +6,050 +17%
LA
36
LM Advisors
California
$827K +$17K +828 +2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$765K -$97.7K -4,750 -11%
LA
38
Lakeside Advisors
Washington
$690K -$61.7K -3,000 -8%
NA
39
NewEdge Advisors
Louisiana
$665K -$17.7K -859 -3%
WIA
40
World Investment Advisors
California
$618K +$302K +14,699 +93%
PTC
41
Private Trust Company
Ohio
$571K +$262K +12,711 +83%
OFS
42
OneAscent Financial Services
Alabama
$566K +$573K +27,845 New
AI
43
Atria Investments
North Carolina
$566K -$1.03K -50 -0.2%
Comerica Bank
44
Comerica Bank
Texas
$535K -$402K -19,557 -43%
OMC
45
Old Mission Capital
Illinois
$521K +$528K +25,663 New
FIA
46
Foundations Investment Advisors
Arizona
$467K -$1.28K -62 -0.3%
CL
47
CVFG LLC
Indiana
$439K +$445K +21,630 New
LSWP
48
Liberty Square Wealth Partners
Pennsylvania
$418K +$422K +20,534 New
ASN
49
Advisory Services Network
Georgia
$381K +$385K +18,737 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$369K +$374K +18,175 New