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Columbia Multi-Sector Municipal Income ETF

28 hedge funds and large institutions have $62.5M invested in Columbia Multi-Sector Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $57M → $62.5M (+$5.48M)

8% more funds holding

Funds holding: 2628 (+2)

7.19% less ownership

Funds ownership: 52.8%45.61% (-7.2%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$34.1M -$1.03M -45,570 -3%
Bank of America
2
Bank of America
North Carolina
$7.03M +$2.89M +127,575 +69%
LPL Financial
3
LPL Financial
California
$4.46M +$655K +28,872 +17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.95M +$376K +16,556 +24%
CTC
5
Central Trust Company
Missouri
$1.94M +$62.8K +2,766 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.78M +$1.79M +79,043 New
AFM
7
Andesa Financial Management
Pennsylvania
$1.57M -$366K -16,130 -19%
NA
8
NewEdge Advisors
Louisiana
$1.55M -$239K -10,526 -13%
CCP
9
Cardan Capital Partners
Colorado
$1.23M +$1.24M +54,513 New
MML Investors Services
10
MML Investors Services
Massachusetts
$1.02M +$317K +13,952 +45%
CAN
11
Cetera Advisor Networks
California
$825K +$346K +15,238 +71%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$709K +$96K +4,232 +15%
Stifel Financial
13
Stifel Financial
Missouri
$677K +$60.4K +2,662 +10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$638K +$284K +12,526 +79%
PAG
15
Private Advisor Group
New Jersey
$632K +$308K +13,584 +93%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$462K
Wells Fargo
17
Wells Fargo
California
$387K +$390K +17,210 New
DC
18
Davenport & Co
Virginia
$315K +$318K +14,000 New
USCWA
19
U.S. Capital Wealth Advisors
Texas
$305K +$307K +13,549 New
EH
20
Equitable Holdings
New York
$212K
BCA
21
Bay Colony Advisors
Massachusetts
$205K +$207K +9,137 New
NFG
22
Next Financial Group
Texas
$162K +$95.1K +4,190 +139%
PWM
23
Prentice Wealth Management
New York
$124K -$19.3K -850 -13%
HI
24
Harbour Investments
Wisconsin
$101K
Osaic Holdings
25
Osaic Holdings
Arizona
$73K +$45.5K +2,007 +164%