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Columbia Multi-Sector Municipal Income ETF

78 hedge funds and large institutions have $277M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

18% more funds holding

Funds holding: 6678 (+12)

14% more capital invested

Capital invested by funds: $244M → $277M (+$33M)

6.4% more ownership

Funds ownership: 59.19%65.59% (+6.4%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
34
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$360K +$11.2K +542 +3%
IWA
52
Integrity Wealth Advisors
California
$339K +$343K +16,691 New
Truist Financial
53
Truist Financial
North Carolina
$327K +$332K +16,123 New
WIM
54
Westside Investment Management
California
$315K +$82.3K +4,000 +35%
RIM
55
Redwood Investment Management
Arizona
$304K +$3.21K +156 +1%
CMBA
56
C.M. Bidwell & Associates
Hawaii
$302K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$289K -$43.3K -2,104 -13%
CWM
58
Collaborative Wealth Management
Florida
$266K
CF
59
Centaurus Financial
California
$261K
IWC
60
Integrated Wealth Concepts
Massachusetts
$256K +$260K +12,627 New
HGWM
61
Horst & Graben Wealth Management
Oregon
$251K -$7.96K -387 -3%
VPP
62
Vertex Planning Partners
Illinois
$245K +$26K +1,266 +12%
PPH
63
Pure Portfolios Holdings
Oregon
$239K -$44K -2,141 -15%
PVI
64
Pine Valley Investments
New Jersey
$237K -$120K -5,830 -33%
NIWA
65
New Insight Wealth Advisors
California
$215K -$271K -13,196 -56%
P
66
&Partners
Tennessee
$213K
SOS
67
Silver Oak Securities
Tennessee
$211K +$4.61K +224 +2%
TCG
68
Transcendent Capital Group
Oklahoma
$175K +$4.4K +214 +3%
JGCM
69
Joseph Group Capital Management
Ohio
$120K +$72.5K +3,525 +148%
PA
70
Parallel Advisors
California
$116K +$117K +5,699 New
HI
71
Harbour Investments
Wisconsin
$86.6K
GWM
72
Geneos Wealth Management
Colorado
$76.2K +$10.3K +500 +15%
PS
73
Principal Securities
Iowa
$55.6K +$6.5K +316 +13%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$54.4K +$51.8K +2,520 +1,605%
MCM
75
MAI Capital Management
Ohio
$45.9K +$46.5K +2,262 New