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Columbia Multi-Sector Municipal Income ETF

26 hedge funds and large institutions have $57M invested in Columbia Multi-Sector Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

44% more funds holding

Funds holding: 1826 (+8)

22% more capital invested

Capital invested by funds: $46.7M → $57M (+$10.3M)

5.36% less ownership

Funds ownership: 58.16%52.8% (-5.4%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$35.3M +$2.45M +108,849 +7%
Bank of America
2
Bank of America
North Carolina
$4.18M +$564K +25,041 +16%
LPL Financial
3
LPL Financial
California
$3.83M +$780K +34,652 +26%
AFM
4
Andesa Financial Management
Pennsylvania
$1.94M +$1.94M +86,030 New
CTC
5
Central Trust Company
Missouri
$1.89M -$58.8K -2,610 -3%
NA
6
NewEdge Advisors
Louisiana
$1.8M +$165K +7,323 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.59M +$225 +10 +0%
Citadel Advisors
8
Citadel Advisors
Florida
$1.51M +$1.17M +51,848 +345%
MML Investors Services
9
MML Investors Services
Massachusetts
$708K +$365K +16,190 +107%
Stifel Financial
10
Stifel Financial
Missouri
$621K +$619K +27,471 New
Natixis Advisors
11
Natixis Advisors
Massachusetts
$618K +$51K +2,266 +9%
Jane Street
12
Jane Street
New York
$537K +$243K +10,803 +83%
CAN
13
Cetera Advisor Networks
California
$485K +$484K +21,473 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$359K +$358K +15,875 New
PAG
15
Private Advisor Group
New Jersey
$330K
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$271K
EH
17
Equitable Holdings
New York
$213K +$7.28K +323 +4%
UR
18
USCA RIA
Texas
$203K +$202K +8,976 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$149K
PWM
20
Prentice Wealth Management
New York
$144K -$108K -4,800 -43%
HI
21
Harbour Investments
Wisconsin
$102K
NFG
22
Next Financial Group
Texas
$68K +$67.8K +3,010 New
Osaic Holdings
23
Osaic Holdings
Arizona
$28K
SB
24
Strategic Blueprint
Georgia
$27K +$27.1K +1,205 New
APA
25
American Portfolios Advisors
New York
$24.9K