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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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

11% more funds holding

Funds holding: 5460 (+6)

10% more capital invested

Capital invested by funds: $197M → $216M (+$19.2M)

3.89% more ownership

Funds ownership: 58.22%62.11% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.95%
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 Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$54.1M -$3.37M -166,874 -6%
Wells Fargo
2
Wells Fargo
California
$24.1M +$4.97M +245,843 +25%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$1.31M +64,642 +7%
Bank of America
4
Bank of America
North Carolina
$10.3M -$53.7K -2,658 -0.5%
LPL Financial
5
LPL Financial
California
$9.9M +$5.28M +261,204 +106%
Jane Street
6
Jane Street
New York
$9.25M +$8.23M +407,353 +610%
MI
7
Moneywise Inc
Virginia
$8.1M +$974K +48,226 +13%
TA
8
TruWealth Advisors
Louisiana
$7.21M +$525K +25,983 +8%
AA
9
AlphaQ Advisors
Florida
$6.94M -$791K -39,175 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.18M -$239K -11,826 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.2M +$639K +31,659 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.18M +$2.19M +108,263 +69%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$5.05M +$784K +38,834 +18%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.73M +$4.9M +242,620 New
MML Investors Services
15
MML Investors Services
Massachusetts
$4.67M +$554K +27,407 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.54M +$3.32M +164,146 +954%
UBS Group
17
UBS Group
Switzerland
$3.25M +$844K +41,804 +33%
BAAM
18
Baker Avenue Asset Management
California
$2.22M +$1.13M +56,076 +97%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.78M +$218K +10,810 +13%
GWSA
21
Global Wealth Strategies & Associates
Colorado
$1.7M +$122K +6,065 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.54M +$1.6M +79,210 New
CWAF
23
Core Wealth Advisors (Florida)
Florida
$1.54M +$126K +6,244 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.53M +$132K +6,549 +9%
ACMA
25
Arbor Capital Management (Alaska)
Alaska
$1.52M -$69.7K -3,451 -4%