We are live on ! Find out more
MUST icon

Columbia Multi-Sector Municipal Income ETF

66 hedge funds and large institutions have $244M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

2% more capital invested

Capital invested by funds: $239M → $244M (+$5.39M)

0.46% less ownership

Funds ownership: 59.65%59.19% (-0.46%)

6% less funds holding

Funds holding: 7066 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
30
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPH
51
Pure Portfolios Holdings
Oregon
$289K +$287K +13,913 New
CWM
52
Collaborative Wealth Management
Florida
$272K
CF
53
Centaurus Financial
California
$268K
HGWM
54
Horst & Graben Wealth Management
Oregon
$265K -$33.8K -1,639 -11%
WIM
55
Westside Investment Management
California
$238K -$51.5K -2,500 -18%
VPP
56
Vertex Planning Partners
Illinois
$225K +$223K +10,813 New
P
57
&Partners
Tennessee
$218K +$216K +10,471 New
SOS
58
Silver Oak Securities
Tennessee
$211K -$7.88K -382 -4%
TCG
59
Transcendent Capital Group
Oklahoma
$175K +$6.99K +339 +4%
HI
60
Harbour Investments
Wisconsin
$88.6K
GWM
61
Geneos Wealth Management
Colorado
$67.5K
PS
62
Principal Securities
Iowa
$50.3K -$4.41K -214 -8%
JGCM
63
Joseph Group Capital Management
Ohio
$49.3K -$10.4K -504 -18%
NFSG
64
Newbridge Financial Services Group
Florida
$36.7K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3.26K
EWA
66
EverSource Wealth Advisors
Alabama
$2.15K
OMC
67
Old Mission Capital
Illinois
-$1.8M -88,429 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$1.02M -50,143 Closed
OFS
69
OneAscent Financial Services
Alabama
-$568K -27,879 Closed
PAG
70
Private Advisor Group
New Jersey
-$403K -19,784 Closed
MTWM
71
Masso Torrence Wealth Management
New Jersey
-$267K -13,095 Closed
IWC
72
Integrated Wealth Concepts
Massachusetts
-$241K -11,810 Closed
FFA
73
Farther Finance Advisors
California
-$2.8K -138 Closed