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Columbia Multi-Sector Municipal Income ETF

79 hedge funds and large institutions have $370M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $347M → $370M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 71.67%70.04% (-1.6%)

8% less funds holding

Funds holding: 8679 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
37
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$313K +$31.3K +1,520 +11%
RIM
52
Redwood Investment Management
Arizona
$307K -$8.76K -425 -3%
SF
53
Summit Financial
New Jersey
$303K +$6.72K +326 +2%
CL
54
CVFG LLC
Indiana
$303K -$131K -6,342 -30%
LSWP
55
Liberty Square Wealth Partners
Pennsylvania
$298K
CMBA
56
C.M. Bidwell & Associates
Hawaii
$271K
IWA
57
Integrity Wealth Advisors
California
$269K -$56.6K -2,747 -17%
HGWM
58
Horst & Graben Wealth Management
Oregon
$260K +$2K +97 +0.8%
OFS
59
OneAscent Financial Services
Alabama
$243K -$233K -11,309 -49%
PVI
60
Pine Valley Investments
New Jersey
$241K
BFG
61
Bleakley Financial Group
New Jersey
$240K
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$230K -$247K -12,000 -52%
OP
63
ORG Partners
Indiana
$215K
CF
64
Centaurus Financial
California
$213K -$52.3K -2,538 -20%
Truist Financial
65
Truist Financial
North Carolina
$209K
EWA
66
EverSource Wealth Advisors
Alabama
$193K +$15K +729 +8%
FFA
67
Farther Finance Advisors
California
$126K +$44.2K +2,143 +54%
PTC
68
Private Trust Company
Ohio
$111K
US Bancorp
69
US Bancorp
Minnesota
$98.3K +$98.4K +4,771 New
IA
70
IFP Advisors
Florida
$92K -$41 -2 -0%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$58.5K
KAS
72
Kestra Advisory Services
Texas
$56K +$56K +2,715 New
LA
73
LM Advisors
California
$44.8K -$875K -42,415 -98%
MCM
74
MAI Capital Management
Ohio
$44.6K
NFSG
75
Newbridge Financial Services Group
Florida
$36.4K