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Columbia Multi-Sector Municipal Income ETF
MUST
MUST
54 hedge funds and large institutions have $197M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
19% more capital invested
Capital invested by funds: $166M → $197M (+$30.9M)
2% more funds holding
Funds holding: 53 → 54 (+1)
0.71% more ownership
Funds ownership: 57.52% → 58.22% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
30
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$5.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.24M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.56M |
| 4 |
Morgan Stanley
New York
|
+$3.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.93M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
51
Westside Investment Management
Santa Monica,
California
| $41K | – | – | – |
|
|
NFSG
52
Newbridge Financial Services Group
Boca Raton,
Florida
| $36.2K | – | – | – |
|
|
UB
53
UMB Bank
Kansas City,
Missouri
| $14.9K | – | – | – |
|
|
WWP
54
WR Wealth Planners
Columbia,
Missouri
| $4.88K | +$21 | +1 | +0.4% |
|
55
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$514K | -24,869 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$363K | -17,581 | Closed |
|
|
BFM
57
Boothbay Fund Management
New York
| – | -$283K | -13,731 | Closed |
|
|
SOS
58
Silver Oak Securities
Jackson,
Tennessee
| – | -$223K | -10,836 | Closed |
|
|
FA
59
Fermata Advisors
Sonoma,
California
| – | -$202K | -9,780 | Closed |
|