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Columbia Multi-Sector Municipal Income ETF

78 hedge funds and large institutions have $267M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

0.36% more ownership

Funds ownership: 65.59%65.95% (+0.36%)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $277M → $267M (-$10.2M)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
36
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$1.12M -$4.55K -224 -0.4%
CWM
27
Cornerstone Wealth Management
Missouri
$1.05M +$114K +5,622 +12%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$982K -$309K -15,178 -24%
JP Morgan Chase
29
JP Morgan Chase
New York
$958K -$4.22M -207,712 -81%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$896K +$54.6K +2,685 +6%
PPWM
31
Paragon Private Wealth Management
Kentucky
$860K -$190K -9,335 -18%
Truist Financial
32
Truist Financial
North Carolina
$849K +$530K +26,047 +162%
LA
33
LM Advisors
California
$820K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$773K +$14.2K +697 +2%
LA
35
Lakeside Advisors
Washington
$684K
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$632K -$582K -28,639 -48%
NA
37
NewEdge Advisors
Louisiana
$630K -$29.1K -1,429 -4%
Comerica Bank
38
Comerica Bank
Texas
$590K +$60.5K +2,973 +11%
GG
39
GenWealth Group
New Jersey
$577K +$582K +28,639 New
OFS
40
OneAscent Financial Services
Alabama
$568K +$7.12K +350 +1%
AI
41
Atria Investments
North Carolina
$568K +$7.12K +350 +1%
FIA
42
Foundations Investment Advisors
Arizona
$534K +$71.7K +3,525 +15%
ASN
43
Advisory Services Network
Georgia
$513K +$137K +6,760 +36%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$467K +$102K +5,000 +28%
CL
45
CVFG LLC
Indiana
$455K +$20K +983 +5%
NIWA
46
New Insight Wealth Advisors
California
$444K +$233K +11,476 +108%
OMC
47
Old Mission Capital
Illinois
$418K -$99.4K -4,889 -19%
LSWP
48
Liberty Square Wealth Partners
Pennsylvania
$413K
PTC
49
Private Trust Company
Ohio
$403K -$165K -8,095 -29%
FTUS
50
Flow Traders U.S.
New York
$376K +$380K +18,680 New