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Columbia Multi-Sector Municipal Income ETF

66 hedge funds and large institutions have $271M invested in Columbia Multi-Sector Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$71.4M 3,428,794 +655,564 +24%
Morgan Stanley
2
Morgan Stanley
New York
$36.2M 1,735,522 +734,521 +73%
Wells Fargo
3
Wells Fargo
California
$35.2M 1,685,926 +448,809 +36%
UBS Group
4
UBS Group
Switzerland
$13.3M 638,435 +471,586 +283%
Bank of America
5
Bank of America
North Carolina
$12.4M 593,587 +65,156 +12%
LPL Financial
6
LPL Financial
California
$12.4M 593,489 +85,854 +17%
MI
7
Moneywise Inc
Virginia
$8.62M 413,148 -2,167 -0.5%
AA
8
AlphaQ Advisors
Florida
$8.54M 409,246 +53,318 +15%
TA
9
TruWealth Advisors
Louisiana
$8.21M 393,326 +23,799 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.99M 287,168 -29,501 -9%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$5.99M 287,059 +28,138 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.52M 264,632 -1,801 -0.7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$4.77M 228,786 -13,834 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.59M 172,097 -9,253 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.29M 157,543 -108,127 -41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.99M 143,364 +64,902 +83%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.28M 109,039
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.01M 96,548 +5,258 +6%
BAAM
19
Baker Avenue Asset Management
California
$1.98M 95,042 -19,043 -17%
GWSA
20
Global Wealth Strategies & Associates
Colorado
$1.91M 91,421 +4,390 +5%
CWA
21
Core Wealth Advisors
Florida
$1.79M 85,751 +6,708 +8%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$1.55M 74,492 -4,079 -5%
CTC
23
Central Trust Company
Missouri
$1.52M 72,665 +18,387 +34%
LSPW
24
Lake Street Private Wealth
Illinois
$1.38M 66,123 +2,718 +4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.18M 56,656 -2,284 -4%