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Columbia Multi-Sector Municipal Income ETF

42 hedge funds and large institutions have $96.9M invested in Columbia Multi-Sector Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $86M → $96.9M (+$10.9M)

2% more funds holding

Funds holding: 4142 (+1)

2.1% more ownership

Funds ownership: 46.91%49.01% (+2.1%)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$51.9M +$7.19M +354,295 +16%
Jane Street
2
Jane Street
New York
$5.97M +$4.29M +211,348 +251%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.69M +$4.3M +211,539 +299%
Bank of America
4
Bank of America
North Carolina
$4.04M -$1.28M -63,226 -24%
Wells Fargo
5
Wells Fargo
California
$2.79M +$757K +37,307 +37%
LPL Financial
6
LPL Financial
California
$2.68M -$1.01M -49,928 -27%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.52M +$51K +2,510 +2%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.23M -$1.14M -56,248 -34%
ACMA
9
Arbor Capital Management (Alaska)
Alaska
$1.83M -$18.5K -909 -1%
CG
10
Colony Group
Massachusetts
$1.61M +$1.62M +79,901 New
CTC
11
Central Trust Company
Missouri
$1.57M -$1.19M -58,379 -43%
Morgan Stanley
12
Morgan Stanley
New York
$1.39M +$648K +31,894 +86%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$1.21M -$1.54K -76 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.15M -$499K -24,580 -30%
LA
15
Lakeside Advisors
Washington
$917K
NA
16
NewEdge Advisors
Louisiana
$893K -$202K -9,971 -18%
QA
17
Quantitative Advantage
Minnesota
$850K -$16.2K -797 -2%
CWAF
18
Core Wealth Advisors (Florida)
Florida
$805K +$761K +37,473 +1,539%
OMC
19
Old Mission Capital
Illinois
$699K +$704K +34,648 New
CAN
20
Cetera Advisor Networks
California
$663K -$90.2K -4,443 -12%
DC
21
Davenport & Co
Virginia
$614K -$539K -26,567 -47%
PAG
22
Private Advisor Group
New Jersey
$601K +$218K +10,723 +56%
CA
23
Cetera Advisors
Colorado
$521K +$46K +2,267 +10%
AWM
24
Avaii Wealth Management
Wisconsin
$484K -$20.2K -994 -4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$438K +$216K +10,615 +96%