We are live on ! Find out more
MUST icon

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.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $165M → $166M (+$1.06M)

0% more funds holding

Funds holding: 5353 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.34% less ownership

Funds ownership: 60.85%57.52% (-3.3%)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
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 Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$57.2M -$4.3M -209,581 -7%
Wells Fargo
2
Wells Fargo
California
$21.1M +$931K +45,360 +5%
Morgan Stanley
3
Morgan Stanley
New York
$15.8M -$3.66M -178,291 -19%
AA
4
AlphaQ Advisors
Florida
$8.26M +$1.28M +62,370 +18%
Bank of America
5
Bank of America
North Carolina
$8.01M +$3.77M +183,442 +89%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.67M +$92K +4,484 +1%
MI
7
Moneywise Inc
Virginia
$6.19M +$1.98M +96,350 +47%
LPL Financial
8
LPL Financial
California
$3.91M +$900K +43,845 +30%
AWA
9
Amplius Wealth Advisors
Pennsylvania
$3.88M -$95.5K -4,651 -2%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.61M -$884K -43,065 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$3M +$2.3M +111,986 +335%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$5.03M -244,926 -69%
TA
13
TruWealth Advisors
Louisiana
$1.76M +$203K +9,869 +13%
ACMA
14
Arbor Capital Management (Alaska)
Alaska
$1.68M +$84.7K +4,125 +5%
Jane Street
15
Jane Street
New York
$1.63M +$561K +27,335 +53%
GWSA
16
Global Wealth Strategies & Associates
Colorado
$1.61M +$114K +5,531 +8%
QA
17
Quantitative Advantage
Minnesota
$1.49M +$127K +6,188 +9%
LSPW
18
Lake Street Private Wealth
Illinois
$1.29M +$34.5K +1,681 +3%
CWAF
19
Core Wealth Advisors (Florida)
Florida
$1.25M +$340K +16,547 +38%
CTC
20
Central Trust Company
Missouri
$1.24M +$275K +13,388 +29%
AFM
21
Andesa Financial Management
Pennsylvania
$1.21M +$1.13M +55,131 +174%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.14M -$57.6K -2,808 -5%
BAAM
23
Baker Avenue Asset Management
California
$1.04M +$1.03M +50,281 New
LA
24
Lakeside Advisors
Washington
$937K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$875K

MUST Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Multi-Sector Municipal Income ETF (MUST) for Q1 2023, worth a combined $166M — up 0.64% from $165M a quarter earlier.

Fund positioning in MUST was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 26 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $3.77M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $5.03M.

  • 53 institutional investors held Columbia Multi-Sector Municipal Income ETF (MUST) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $166M of Columbia Multi-Sector Municipal Income ETF stock for Q1 2023, up 0.64% quarter-over-quarter.
  • 5 funds opened new Columbia Multi-Sector Municipal Income ETF positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest Columbia Multi-Sector Municipal Income ETF buyer in Q1 2023 was Bank of America, an estimated $3.77M added.
  • The largest Columbia Multi-Sector Municipal Income ETF seller in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2023.