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Columbia Multi-Sector Municipal Income ETF
MUST
MUST
60 hedge funds and large institutions have $216M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
11% more funds holding
Funds holding: 54 → 60 (+6)
10% more capital invested
Capital invested by funds: $197M → $216M (+$19.2M)
3.89% more ownership
Funds ownership: 58.22% → 62.11% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$8.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.97M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $143K | +$148K | +7,310 | New |
|
52
Citigroup
New York
| $140K | – | – | – |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $92.3K | +$182 | +9 | +0.2% |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| $83.2K | – | – | – |
|
|
JGCM
55
Joseph Group Capital Management
Columbus,
Ohio
| $66.9K | +$19.6K | +968 | +39% |
|
|
FFA
56
Farther Finance Advisors
San Francisco,
California
| $49.5K | – | – | – |
|
|
NFSG
57
Newbridge Financial Services Group
Boca Raton,
Florida
| $34.4K | – | – | – |
|
58
Comerica Bank
Dallas,
Texas
| $20.6K | +$21.3K | +1,055 | New |
|
|
UB
59
UMB Bank
Kansas City,
Missouri
| $14.2K | – | – | – |
|
|
DFA
60
DHJJ Financial Advisors
Naperville,
Illinois
| $1.75K | +$1.82K | +90 | New |
|
61
Mercer Global Advisors
Denver,
Colorado
| – | -$5.24M | -255,224 | Closed |
|
|
FTUS
62
Flow Traders U.S.
New York
| – | -$436K | -21,261 | Closed |
|
|
AWM
63
Avaii Wealth Management
Appleton,
Wisconsin
| – | -$226K | -11,021 | Closed |
|
|
WWP
64
WR Wealth Planners
Columbia,
Missouri
| – | -$4.88K | -238 | Closed |
|