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Columbia Multi-Sector Municipal Income ETF

54 hedge funds and large institutions have $197M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% 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
8
Increased
30
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$60.3M 2,940,104 +173,385 +6%
Wells Fargo
2
Wells Fargo
California
$20.3M 991,274 -32,495 -3%
Morgan Stanley
3
Morgan Stanley
New York
$19.2M 936,359 +169,860 +22%
Bank of America
4
Bank of America
North Carolina
$10.9M 531,089 +142,584 +37%
AA
5
AlphaQ Advisors
Florida
$8.1M 395,103 -5,415 -1%
MI
6
Moneywise Inc
Virginia
$7.53M 367,089 +67,017 +22%
TA
7
TruWealth Advisors
Louisiana
$7.05M 343,544 +258,291 +303%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.74M 328,495 +4,783 +1%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$5.24M 255,224 +255,224 New
LPL Financial
10
LPL Financial
California
$5.05M 246,431 +56,836 +30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.82M 234,774 +57,543 +32%
AWA
12
Amplius Wealth Advisors
Pennsylvania
$4.51M 220,087 +31,875 +17%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.35M 211,861 +36,714 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.23M 157,407 +12,040 +8%
UBS Group
15
UBS Group
Switzerland
$2.56M 125,045 +96,833 +343%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M 109,039
ACMA
17
Arbor Capital Management (Alaska)
Alaska
$1.68M 82,022 +1,144 +1%
GWSA
18
Global Wealth Strategies & Associates
Colorado
$1.66M 80,966 +2,671 +3%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.65M 80,480 +80,480 New
CWA
20
Core Wealth Advisors
Florida
$1.49M 72,799 +12,147 +20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.48M 71,913 +16,444 +30%
Jane Street
22
Jane Street
New York
$1.37M 66,752 -12,173 -15%
LSPW
23
Lake Street Private Wealth
Illinois
$1.3M 63,346 +781 +1%
CTC
24
Central Trust Company
Missouri
$1.29M 63,000 +2,677 +4%
BAAM
25
Baker Avenue Asset Management
California
$1.19M 58,009 +7,728 +15%