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Columbia Multi-Sector Municipal Income ETF

86 hedge funds and large institutions have $347M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 17

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $308M → $347M (+$39.6M)

5% more funds holding

Funds holding: 8286 (+4)

1.85% more ownership

Funds ownership: 69.81%71.67% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
43
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$343K +$336K +16,695 New
Goldman Sachs
52
Goldman Sachs
New York
$331K +$325K +16,137 New
IWA
53
Integrity Wealth Advisors
California
$324K +$3.63K +180 +1%
DC
54
Davenport & Co
Virginia
$315K +$37.8K +1,875 +14%
RIM
55
Redwood Investment Management
Arizona
$314K +$2.58K +128 +0.8%
Citadel Advisors
56
Citadel Advisors
Florida
$312K +$306K +15,194 New
VPP
57
Vertex Planning Partners
Illinois
$310K +$56.1K +2,782 +23%
LSWP
58
Liberty Square Wealth Partners
Pennsylvania
$297K
SF
59
Summit Financial
New Jersey
$295K +$290K +14,393 New
CIA
60
Concurrent Investment Advisors
Florida
$280K +$33.9K +1,680 +14%
CMBA
61
C.M. Bidwell & Associates
Hawaii
$269K
CF
62
Centaurus Financial
California
$264K
PAG
63
Private Advisor Group
New Jersey
$263K +$258K +12,800 New
HGWM
64
Horst & Graben Wealth Management
Oregon
$257K +$1.27K +63 +0.5%
DWP
65
Daymark Wealth Partners
Ohio
$256K +$7.5K +372 +3%
IWC
66
Integrated Wealth Concepts
Massachusetts
$252K +$6.13K +304 +3%
GSWM
67
Golden State Wealth Management
California
$246K +$242K +12,000 New
PVI
68
Pine Valley Investments
New Jersey
$240K
BFG
69
Bleakley Financial Group
New Jersey
$239K -$37.9K -1,880 -14%
OP
70
ORG Partners
Indiana
$214K
Truist Financial
71
Truist Financial
North Carolina
$208K +$204K +10,139 New
Stifel Financial
72
Stifel Financial
Missouri
$202K +$198K +9,840 New
EWA
73
EverSource Wealth Advisors
Alabama
$178K +$106K +5,243 +153%
PTC
74
Private Trust Company
Ohio
$111K +$109K +5,392 New
IA
75
IFP Advisors
Florida
$91.6K +$6.65K +330 +8%