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Columbia Multi-Sector Municipal Income ETF

39 hedge funds and large institutions have $79.2M invested in Columbia Multi-Sector Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

39% more funds holding

Funds holding: 2839 (+11)

27% more capital invested

Capital invested by funds: $62.5M → $79.2M (+$16.8M)

2.27% less ownership

Funds ownership: 45.61%43.33% (-2.3%)

Holders
39
Holders Change
+11
Holders Change %
+39.29%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
14
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$29.3M -$4.8M -213,963 -14%
Bank of America
2
Bank of America
North Carolina
$15.3M +$8.2M +365,426 +117%
LPL Financial
3
LPL Financial
California
$4.67M +$208K +9,253 +5%
Jane Street
4
Jane Street
New York
$2.54M +$2.53M +112,830 New
CTC
5
Central Trust Company
Missouri
$2.26M +$315K +14,030 +16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.24M +$282K +12,578 +14%
ACMA
7
Arbor Capital Management (Alaska)
Alaska
$2.06M +$2.06M +91,626 New
AFM
8
Andesa Financial Management
Pennsylvania
$2.04M +$469K +20,925 +30%
Wells Fargo
9
Wells Fargo
California
$1.87M +$1.48M +65,947 +383%
MTWM
10
Masso Torrence Wealth Management
New Jersey
$1.63M +$1.62M +72,216 New
Morgan Stanley
11
Morgan Stanley
New York
$1.46M +$1.46M +64,951 New
DC
12
Davenport & Co
Virginia
$1.33M +$1.01M +45,098 +322%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.32M +$683K +30,451 +107%
NA
14
NewEdge Advisors
Louisiana
$1.32M -$234K -10,420 -15%
LA
15
Lakeside Advisors
Washington
$1.02M +$1.02M +45,425 New
CAN
16
Cetera Advisor Networks
California
$900K +$73.8K +3,288 +9%
QA
17
Quantitative Advantage
Minnesota
$860K +$857K +38,202 New
OMC
18
Old Mission Capital
Illinois
$840K +$837K +37,334 New
Stifel Financial
19
Stifel Financial
Missouri
$689K +$10.7K +475 +2%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$683K -$27.1K -1,208 -4%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$640K +$334K +14,896 +110%
AWM
22
Avaii Wealth Management
Wisconsin
$600K +$599K +26,687 New
Citadel Advisors
23
Citadel Advisors
Florida
$515K +$514K +22,899 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$447K +$446K +19,883 New
HGWM
25
Horst & Graben Wealth Management
Oregon
$434K +$433K +19,291 New