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Columbia Multi-Sector Municipal Income ETF

69 hedge funds and large institutions have $241M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6669 (+3)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.84% less ownership

Funds ownership: 66.52%61.68% (-4.8%)

11% less capital invested

Capital invested by funds: $271M → $241M (-$30.4M)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
51
Masso Torrence Wealth Management
New Jersey
$276K -$131K -6,340 -32%
CWM
52
Collaborative Wealth Management
Florida
$272K -$25.3K -1,221 -8%
CF
53
Centaurus Financial
California
$266K +$266K +12,873 New
VPP
54
Vertex Planning Partners
Illinois
$246K +$3.21K +155 +1%
CMBA
55
C.M. Bidwell & Associates
Hawaii
$237K +$40K +1,934 +20%
IWC
56
Integrated Wealth Concepts
Massachusetts
$232K +$232K +11,208 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$229K -$3.33M -161,006 -94%
SOS
58
Silver Oak Securities
Tennessee
$218K +$218K +10,544 New
FFA
59
Farther Finance Advisors
California
$197K +$145K +7,004 +276%
TCG
60
Transcendent Capital Group
Oklahoma
$159K +$765 +37 +0.5%
PTC
61
Private Trust Company
Ohio
$151K
HI
62
Harbour Investments
Wisconsin
$88.1K
JGCM
63
Joseph Group Capital Management
Ohio
$69.7K -$52.4K -2,535 -43%
GWM
64
Geneos Wealth Management
Colorado
$67.1K +$58.9K +2,846 +704%
PS
65
Principal Securities
Iowa
$60.9K -$2.03K -98 -3%
NA
66
NewEdge Advisors
Louisiana
$37.2K -$54.8K -2,648 -60%
NFSG
67
Newbridge Financial Services Group
Florida
$36.5K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$5.21K +$5.21K +252 New
EWA
69
EverSource Wealth Advisors
Alabama
$2.11K +$2.13K +103 New
BCM
70
Brookstone Capital Management
Illinois
-$409K -19,586 Closed
GSC
71
Ground Swell Capital
South Carolina
-$285K -13,675 Closed
DC
72
Davenport & Co
Virginia
-$223K -10,663 Closed
IA
73
IFP Advisors
Florida
-$187K -8,966 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
-$24.5K -1,172 Closed