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Columbia Multi-Sector Municipal Income ETF

69 hedge funds and large institutions have $241M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6669 (+3)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.84% less ownership

Funds ownership: 66.52%61.68% (-4.8%)

11% less capital invested

Capital invested by funds: $271M → $241M (-$30.4M)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$56.8M -$14M -678,788 -20%
Wells Fargo
2
Wells Fargo
California
$34.2M -$642K -31,036 -2%
LPL Financial
3
LPL Financial
California
$19.8M +$7.59M +367,176 +62%
Morgan Stanley
4
Morgan Stanley
New York
$17.1M -$18.8M -909,158 -52%
Bank of America
5
Bank of America
North Carolina
$12.5M +$271K +13,087 +2%
AA
6
AlphaQ Advisors
Florida
$10.3M +$1.86M +89,900 +22%
UBS Group
7
UBS Group
Switzerland
$8.73M -$4.46M -215,694 -34%
TA
8
TruWealth Advisors
Louisiana
$8.42M +$299K +14,450 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.72M +$2.25M +108,829 +41%
MI
10
Moneywise Inc
Virginia
$7.35M -$1.18M -57,150 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.18M +$3.22M +155,933 +109%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.9M -$30.6K -1,479 -0.5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$4.38M -$347K -16,761 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.44M -$812K -39,253 -25%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.09M +$98.8K +4,777 +5%
GWSA
17
Global Wealth Strategies & Associates
Colorado
$1.92M +$29.1K +1,408 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.91M +$1.1M +52,965 +134%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.77M +$1.77M +85,620 New
BAAM
20
Baker Avenue Asset Management
California
$1.64M -$328K -15,874 -17%
ACMA
21
Arbor Capital Management (Alaska)
Alaska
$1.45M -$79.3K -3,837 -5%
AWA
22
Amplius Wealth Advisors
Pennsylvania
$1.43M -$4.51M -217,861 -76%
LSPW
23
Lake Street Private Wealth
Illinois
$1.39M +$20.8K +1,007 +2%
Jane Street
24
Jane Street
New York
$1.35M +$1.35M +65,241 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.28M +$113K +5,474 +10%