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Columbia Multi-Sector Municipal Income ETF

70 hedge funds and large institutions have $239M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

1% more funds holding

Funds holding: 6970 (+1)

1% less capital invested

Capital invested by funds: $241M → $239M (-$2.09M)

2.04% less ownership

Funds ownership: 61.68%59.65% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
19
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$57.6M +$1.57M +76,694 +3%
Wells Fargo
2
Wells Fargo
California
$34.6M +$925K +45,199 +3%
LPL Financial
3
LPL Financial
California
$20.6M +$1M +48,902 +5%
Morgan Stanley
4
Morgan Stanley
New York
$18.1M +$1.31M +63,959 +8%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$9.29M +$7.92M +386,915 +559%
UBS Group
6
UBS Group
Switzerland
$8.36M -$254K -12,435 -3%
TA
7
TruWealth Advisors
Louisiana
$7.55M -$759K -37,086 -9%
Bank of America
8
Bank of America
North Carolina
$7.27M -$5.11M -249,651 -41%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.24M -$372K -18,193 -5%
MI
10
Moneywise Inc
Virginia
$6.25M -$1M -49,106 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.94M -$161K -7,889 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.51M -$312K -15,262 -5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$4.21M -$105K -5,152 -2%
Jane Street
14
Jane Street
New York
$4.1M +$2.78M +136,107 +209%
WANY
15
Wealthspire Advisors (New York)
New York
$3.44M +$3.45M +168,668 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.35M +$283K +13,840 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.29M -$116K -5,675 -5%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M
GWSA
19
Global Wealth Strategies & Associates
Colorado
$2.01M +$121K +5,901 +6%
OMC
20
Old Mission Capital
Illinois
$1.8M +$1.81M +88,429 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.73M -$14.4K -704 -0.8%
BAAM
22
Baker Avenue Asset Management
California
$1.59M -$18K -878 -1%
ACMA
23
Arbor Capital Management (Alaska)
Alaska
$1.41M -$24.3K -1,187 -2%
LSPW
24
Lake Street Private Wealth
Illinois
$1.38M +$16.2K +790 +1%
RVPG
25
Relative Value Partners Group
$1.38M +$1.39M +67,920 New