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Columbia Multi-Sector Municipal Income ETF

86 hedge funds and large institutions have $347M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 17

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $308M → $347M (+$39.6M)

5% more funds holding

Funds holding: 8286 (+4)

1.85% more ownership

Funds ownership: 69.81%71.67% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
43
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
26
Lake Street Private Wealth
Illinois
$1.38M +$1.31K +65 +0.1%
CCM
27
Condor Capital Management
New Jersey
$1.25M +$66.3K +3,292 +6%
MI
28
Moneywise Inc
Virginia
$1.18M -$431K -21,361 -27%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.1M +$11.3K +561 +1%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$1.03M +$115K +5,693 +13%
FIA
31
Foundations Investment Advisors
Arizona
$941K +$139K +6,880 +18%
CWM
32
Cornerstone Wealth Management
Missouri
$909K +$25.1K +1,245 +3%
LA
33
LM Advisors
California
$890K +$52.7K +2,614 +6%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$811K -$705K -34,981 -47%
LA
35
Lakeside Advisors
Washington
$746K -$73.6K -3,650 -9%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$574K +$14.9K +740 +3%
BCA
37
Bay Colony Advisors
Massachusetts
$569K +$558K +27,695 New
NA
38
NewEdge Advisors
Louisiana
$565K -$52.9K -2,627 -9%
ASN
39
Advisory Services Network
Georgia
$518K +$23K +1,141 +5%
PPWM
40
Paragon Private Wealth Management
Kentucky
$510K -$107K -5,333 -18%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$476K
OFS
42
OneAscent Financial Services
Alabama
$474K +$16.4K +813 +4%
Comerica Bank
43
Comerica Bank
Texas
$471K +$84K +4,166 +22%
P
44
&Partners
Tennessee
$442K
CL
45
CVFG LLC
Indiana
$432K -$24.4K -1,211 -5%
WIA
46
World Investment Advisors
California
$421K +$48.6K +2,413 +13%
MML Investors Services
47
MML Investors Services
Massachusetts
$405K +$19.4K +963 +5%
NIWA
48
New Insight Wealth Advisors
California
$390K
WIM
49
Westside Investment Management
California
$365K
PPH
50
Pure Portfolios Holdings
Oregon
$364K +$2.8K +139 +0.8%