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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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

25% more capital invested

Capital invested by funds: $216M → $271M (+$55.1M)

10% more funds holding

Funds holding: 6066 (+6)

4.41% more ownership

Funds ownership: 62.11%66.52% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
66
Holders Change
+6
Holders Change %
+10%
% 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
12
Increased
27
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$71.4M +$13.1M +655,564 +24%
Morgan Stanley
2
Morgan Stanley
New York
$36.2M +$14.6M +734,521 +73%
Wells Fargo
3
Wells Fargo
California
$35.2M +$8.95M +448,809 +36%
UBS Group
4
UBS Group
Switzerland
$13.3M +$9.4M +471,586 +283%
Bank of America
5
Bank of America
North Carolina
$12.4M +$1.3M +65,156 +12%
LPL Financial
6
LPL Financial
California
$12.4M +$1.71M +85,854 +17%
MI
7
Moneywise Inc
Virginia
$8.62M -$43.2K -2,167 -0.5%
AA
8
AlphaQ Advisors
Florida
$8.54M +$1.06M +53,318 +15%
TA
9
TruWealth Advisors
Louisiana
$8.21M +$475K +23,799 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.99M -$588K -29,501 -9%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$5.99M +$561K +28,138 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.52M -$35.9K -1,801 -0.7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$4.77M -$276K -13,834 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.59M -$185K -9,253 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.29M -$2.16M -108,127 -41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.99M +$1.29M +64,902 +83%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.28M
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.01M +$105K +5,258 +6%
BAAM
19
Baker Avenue Asset Management
California
$1.98M -$380K -19,043 -17%
GWSA
20
Global Wealth Strategies & Associates
Colorado
$1.91M +$87.5K +4,390 +5%
CWAF
21
Core Wealth Advisors (Florida)
Florida
$1.79M +$134K +6,708 +8%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$1.55M -$81.3K -4,079 -5%
CTC
23
Central Trust Company
Missouri
$1.52M +$367K +18,387 +34%
LSPW
24
Lake Street Private Wealth
Illinois
$1.38M +$54.2K +2,718 +4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.18M -$45.5K -2,284 -4%