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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.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $166M → $197M (+$30.9M)

2% more funds holding

Funds holding: 5354 (+1)

0.71% more ownership

Funds ownership: 57.52%58.22% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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 Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$60.3M +$3.56M +173,385 +6%
Wells Fargo
2
Wells Fargo
California
$20.3M -$667K -32,495 -3%
Morgan Stanley
3
Morgan Stanley
New York
$19.2M +$3.48M +169,860 +22%
Bank of America
4
Bank of America
North Carolina
$10.9M +$2.93M +142,584 +37%
AA
5
AlphaQ Advisors
Florida
$8.1M -$111K -5,415 -1%
MI
6
Moneywise Inc
Virginia
$7.53M +$1.37M +67,017 +22%
TA
7
TruWealth Advisors
Louisiana
$7.05M +$5.3M +258,291 +303%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.74M +$98.1K +4,783 +1%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$5.24M +$5.24M +255,224 New
LPL Financial
10
LPL Financial
California
$5.05M +$1.17M +56,836 +30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.82M +$1.18M +57,543 +32%
AWA
12
Amplius Wealth Advisors
Pennsylvania
$4.51M +$654K +31,875 +17%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.34M +$753K +36,714 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.23M +$247K +12,040 +8%
UBS Group
15
UBS Group
Switzerland
$2.56M +$1.99M +96,833 +343%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M
ACMA
17
Arbor Capital Management (Alaska)
Alaska
$1.68M +$23.5K +1,144 +1%
GWSA
18
Global Wealth Strategies & Associates
Colorado
$1.66M +$54.8K +2,671 +3%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.65M +$1.65M +80,480 New
CWAF
20
Core Wealth Advisors (Florida)
Florida
$1.49M +$249K +12,147 +20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.48M +$337K +16,444 +30%
Jane Street
22
Jane Street
New York
$1.37M -$250K -12,173 -15%
LSPW
23
Lake Street Private Wealth
Illinois
$1.3M +$16K +781 +1%
CTC
24
Central Trust Company
Missouri
$1.29M +$54.9K +2,677 +4%
BAAM
25
Baker Avenue Asset Management
California
$1.19M +$159K +7,728 +15%