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Columbia Multi-Sector Municipal Income ETF

66 hedge funds and large institutions have $271M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

25% more capital invested

Capital invested by funds: $216M → $271M (+$55.1M)

10% more funds holding

Funds holding: 6066 (+6)

4.41% more ownership

Funds ownership: 62.11%66.52% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
51
Vertex Planning Partners
Illinois
$245K +$234K +11,758 New
DC
52
Davenport & Co
Virginia
$223K -$957 -48 -0.4%
CMBA
53
C.M. Bidwell & Associates
Hawaii
$199K
WIM
54
Westside Investment Management
California
$188K
IA
55
IFP Advisors
Florida
$187K -$4.31K -216 -2%
TCG
56
Transcendent Capital Group
Oklahoma
$160K +$153K +7,674 New
PTC
57
Private Trust Company
Ohio
$153K
JGCM
58
Joseph Group Capital Management
Ohio
$123K +$49.4K +2,478 +72%
NA
59
NewEdge Advisors
Louisiana
$92.8K -$5.64K -283 -6%
HI
60
Harbour Investments
Wisconsin
$89K
PS
61
Principal Securities
Iowa
$63.5K +$60.7K +3,044 New
FFA
62
Farther Finance Advisors
California
$53K
NFSG
63
Newbridge Financial Services Group
Florida
$36.8K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$24.5K +$23.4K +1,172 New
LA
65
LM Advisors
California
$9.98K +$9.53K +478 New
GWM
66
Geneos Wealth Management
Colorado
$8.43K +$8.06K +404 New
Jane Street
67
Jane Street
New York
-$9.25M -474,105 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$1.54M -79,210 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$358K -18,352 Closed
Citigroup
70
Citigroup
New York
-$140K -7,162 Closed
UB
71
UMB Bank
Missouri
-$14.2K -726 Closed
DFA
72
DHJJ Financial Advisors
Illinois
-$1.75K -90 Closed