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Columbia Multi-Sector Municipal Income ETF

53 hedge funds and large institutions have $166M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
26
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$57.2M 2,766,719 -209,581 -7%
Wells Fargo
2
Wells Fargo
California
$21.1M 1,023,769 +45,360 +5%
Morgan Stanley
3
Morgan Stanley
New York
$15.8M 766,499 -178,291 -19%
AA
4
AlphaQ Advisors
Florida
$8.26M 400,518 +62,370 +18%
Bank of America
5
Bank of America
North Carolina
$8.01M 388,505 +183,442 +89%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.67M 323,712 +4,484 +1%
MI
7
Moneywise Inc
Virginia
$6.19M 300,072 +96,350 +47%
LPL Financial
8
LPL Financial
California
$3.91M 189,595 +43,845 +30%
AWA
9
Amplius Wealth Advisors
Pennsylvania
$3.88M 188,212 -4,651 -2%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.61M 175,147 -43,065 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$3M 145,367 +111,986 +335%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M 109,039 -244,926 -69%
TA
13
TruWealth Advisors
Louisiana
$1.76M 85,253 +9,869 +13%
ACMA
14
Arbor Capital Management (Alaska)
Alaska
$1.68M 80,878 +4,125 +5%
Jane Street
15
Jane Street
New York
$1.63M 78,925 +27,335 +53%
GWSA
16
Global Wealth Strategies & Associates
Colorado
$1.61M 78,295 +5,531 +8%
QA
17
Quantitative Advantage
Minnesota
$1.49M 72,286 +6,188 +9%
LSPW
18
Lake Street Private Wealth
Illinois
$1.29M 62,565 +1,681 +3%
CWA
19
Core Wealth Advisors
Florida
$1.25M 60,652 +16,547 +38%
CTC
20
Central Trust Company
Missouri
$1.24M 60,323 +13,388 +29%
AFM
21
Andesa Financial Management
Pennsylvania
$1.21M 86,860 +55,131 +174%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.14M 55,469 -2,808 -5%
BAAM
23
Baker Avenue Asset Management
California
$1.04M 50,281 +50,281 New
LA
24
Lakeside Advisors
Washington
$937K 45,425
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$875K 42,424