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Columbia Multi-Sector Municipal Income ETF

60 hedge funds and large institutions have $216M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$54.1M 2,773,230 -166,874 -6%
Wells Fargo
2
Wells Fargo
California
$24.1M 1,237,117 +245,843 +25%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M 1,001,001 +64,642 +7%
Bank of America
4
Bank of America
North Carolina
$10.3M 528,431 -2,658 -0.5%
LPL Financial
5
LPL Financial
California
$9.9M 507,635 +261,204 +106%
Jane Street
6
Jane Street
New York
$9.25M 474,105 +407,353 +610%
MI
7
Moneywise Inc
Virginia
$8.1M 415,315 +48,226 +13%
TA
8
TruWealth Advisors
Louisiana
$7.21M 369,527 +25,983 +8%
AA
9
AlphaQ Advisors
Florida
$6.94M 355,928 -39,175 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.18M 316,669 -11,826 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.2M 266,433 +31,659 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.18M 265,670 +108,263 +69%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$5.05M 258,921 +38,834 +18%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.73M 242,620 +242,620 New
MML Investors Services
15
MML Investors Services
Massachusetts
$4.67M 239,268 +27,407 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.54M 181,350 +164,146 +954%
UBS Group
17
UBS Group
Switzerland
$3.25M 166,849 +41,804 +33%
BAAM
18
Baker Avenue Asset Management
California
$2.22M 114,085 +56,076 +97%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M 109,039
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.78M 91,290 +10,810 +13%
GWSA
21
Global Wealth Strategies & Associates
Colorado
$1.7M 87,031 +6,065 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.54M 79,210 +79,210 New
CWA
23
Core Wealth Advisors
Florida
$1.54M 79,043 +6,244 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.53M 78,462 +6,549 +9%
ACMA
25
Arbor Capital Management (Alaska)
Alaska
$1.52M 78,571 -3,451 -4%