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Columbia Multi-Sector Municipal Income ETF

41 hedge funds and large institutions have $86M invested in Columbia Multi-Sector Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $79.2M → $86M (+$6.75M)

5% more funds holding

Funds holding: 3941 (+2)

3.58% more ownership

Funds ownership: 43.33%46.91% (+3.6%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$46.2M +$19.6M +904,312 +69%
Bank of America
2
Bank of America
North Carolina
$5.51M -$9M -414,954 -61%
LPL Financial
3
LPL Financial
California
$3.82M -$546K -25,166 -12%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.49M +$3.61M +166,612 New
CTC
5
Central Trust Company
Missouri
$2.85M +$776K +35,782 +36%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.56M +$492K +22,713 +23%
Wells Fargo
7
Wells Fargo
California
$2.11M +$382K +17,620 +21%
ACMA
8
Arbor Capital Management (Alaska)
Alaska
$1.91M -$2.49K -115 -0.1%
Jane Street
9
Jane Street
New York
$1.76M -$619K -28,562 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.71M +$1.75M +80,902 +14,395%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.48M +$255K +11,779 +20%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$1.25M +$640K +29,528 +97%
DC
13
Davenport & Co
Virginia
$1.19M -$45.2K -2,087 -4%
NA
14
NewEdge Advisors
Louisiana
$1.14M -$93.3K -4,306 -7%
LA
15
Lakeside Advisors
Washington
$952K
QA
16
Quantitative Advantage
Minnesota
$899K +$102K +4,699 +12%
CAN
17
Cetera Advisor Networks
California
$782K -$57.9K -2,670 -7%
Morgan Stanley
18
Morgan Stanley
New York
$773K -$608K -28,046 -43%
MTWM
19
Masso Torrence Wealth Management
New Jersey
$670K -$872K -40,243 -56%
AWM
20
Avaii Wealth Management
Wisconsin
$524K -$36.6K -1,689 -6%
CA
21
Cetera Advisors
Colorado
$493K +$511K +23,550 New
PAG
22
Private Advisor Group
New Jersey
$400K +$97.5K +4,500 +31%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$387K +$400K +18,458 New
HGWM
24
Horst & Graben Wealth Management
Oregon
$379K -$26.1K -1,202 -6%
CIA
25
Compass Ion Advisors
Pennsylvania
$276K +$108 +5 +0%