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Columbia Multi-Sector Municipal Income ETF

78 hedge funds and large institutions have $267M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

0.36% more ownership

Funds ownership: 65.59%65.95% (+0.36%)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $277M → $267M (-$10.2M)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
36
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$369K +$12.3K +607 +3%
WIA
52
World Investment Advisors
California
$364K -$251K -12,360 -41%
WIM
53
Westside Investment Management
California
$360K +$46.8K +2,300 +15%
IWA
54
Integrity Wealth Advisors
California
$326K -$10.5K -514 -3%
P
55
&Partners
Tennessee
$319K +$109K +5,356 +51%
RIM
56
Redwood Investment Management
Arizona
$303K +$1.61K +79 +0.5%
CMBA
57
C.M. Bidwell & Associates
Hawaii
$300K
IWC
58
Integrated Wealth Concepts
Massachusetts
$286K +$32.1K +1,578 +12%
CF
59
Centaurus Financial
California
$259K
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$252K -$35.2K -1,729 -12%
HGWM
61
Horst & Graben Wealth Management
Oregon
$250K +$712 +35 +0.3%
VPP
62
Vertex Planning Partners
Illinois
$244K +$813 +40 +0.3%
PPH
63
Pure Portfolios Holdings
Oregon
$237K +$203 +10 +0.1%
PVI
64
Pine Valley Investments
New Jersey
$235K
Lido Advisors
65
Lido Advisors
California
$232K +$234K +11,500 New
CWM
66
Collaborative Wealth Management
Florida
$224K -$40.1K -1,970 -15%
SOS
67
Silver Oak Securities
Tennessee
$213K +$4.49K +221 +2%
DWP
68
Daymark Wealth Partners
Ohio
$211K +$213K +10,459 New
JGCM
69
Joseph Group Capital Management
Ohio
$119K +$305 +15 +0.3%
HI
70
Harbour Investments
Wisconsin
$85.9K
GWM
71
Geneos Wealth Management
Colorado
$70.5K -$5.08K -250 -7%
EWA
72
EverSource Wealth Advisors
Alabama
$58.2K +$56.7K +2,788 +2,707%
PS
73
Principal Securities
Iowa
$55.6K
LFG
74
Larson Financial Group
Missouri
$43.9K +$44.3K +2,179 New
MCM
75
MAI Capital Management
Ohio
$43.5K -$2.03K -100 -4%