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Columbia Multi-Sector Municipal Income ETF

70 hedge funds and large institutions have $239M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

1% more funds holding

Funds holding: 6970 (+1)

1% less capital invested

Capital invested by funds: $241M → $239M (-$2.09M)

2.04% less ownership

Funds ownership: 61.68%59.65% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
19
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$307K
HGWM
52
Horst & Graben Wealth Management
Oregon
$293K -$105K -5,135 -26%
WIM
53
Westside Investment Management
California
$285K
MTWM
54
Masso Torrence Wealth Management
New Jersey
$267K -$5.63K -275 -2%
CWM
55
Collaborative Wealth Management
Florida
$267K -$1.98K -97 -0.7%
CF
56
Centaurus Financial
California
$262K
SEM
57
Strategic Equity Management
Arizona
$243K +$244K +11,912 New
IWC
58
Integrated Wealth Concepts
Massachusetts
$241K +$12.3K +602 +5%
CMBA
59
C.M. Bidwell & Associates
Hawaii
$234K
SOS
60
Silver Oak Securities
Tennessee
$214K -$409 -20 -0.2%
TCG
61
Transcendent Capital Group
Oklahoma
$164K +$7.43K +363 +5%
PTC
62
Private Trust Company
Ohio
$149K
HI
63
Harbour Investments
Wisconsin
$86.9K
GWM
64
Geneos Wealth Management
Colorado
$66.2K
JGCM
65
Joseph Group Capital Management
Ohio
$58.6K -$10.1K -495 -15%
PS
66
Principal Securities
Iowa
$53.7K -$6.38K -312 -11%
NFSG
67
Newbridge Financial Services Group
Florida
$36K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$3.2K -$1.94K -95 -38%
FFA
69
Farther Finance Advisors
California
$2.8K -$192K -9,406 -99%
EWA
70
EverSource Wealth Advisors
Alabama
$2.13K
AA
71
AlphaQ Advisors
Florida
-$10.3M -499,146 Closed
CWAF
72
Core Wealth Advisors (Florida)
Florida
-$1.26M -60,999 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
-$666K -32,220 Closed
VPP
74
Vertex Planning Partners
Illinois
-$246K -11,913 Closed