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Columbia Multi-Sector Municipal Income ETF

66 hedge funds and large institutions have $244M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

2% more capital invested

Capital invested by funds: $239M → $244M (+$5.39M)

0.46% less ownership

Funds ownership: 59.65%59.19% (-0.46%)

6% less funds holding

Funds holding: 7066 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
30
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$54.5M -$4.2M -203,546 -7%
Wells Fargo
2
Wells Fargo
California
$35.6M +$227K +11,002 +0.6%
LPL Financial
3
LPL Financial
California
$26.3M +$5.25M +254,806 +25%
Morgan Stanley
4
Morgan Stanley
New York
$25.2M +$6.64M +321,954 +36%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$11.7M +$2.19M +106,395 +23%
UBS Group
6
UBS Group
Switzerland
$8.45M -$72K -3,493 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.15M +$765K +37,102 +10%
TA
8
TruWealth Advisors
Louisiana
$7.99M +$282K +13,668 +4%
Bank of America
9
Bank of America
North Carolina
$6.47M -$946K -45,898 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.17M +$111K +5,390 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.51M -$104K -5,029 -2%
MI
12
Moneywise Inc
Virginia
$4.17M -$2.19M -106,421 -35%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.87M +$3.12M +151,451 +432%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.82M -$1.47M -71,307 -34%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.57M +$174K +8,450 +7%
BAAM
16
Baker Avenue Asset Management
California
$2.45M +$812K +39,384 +50%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M
GWSA
18
Global Wealth Strategies & Associates
Colorado
$2.11M +$56.4K +2,734 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.89M +$128K +6,227 +7%
WANY
20
Wealthspire Advisors (New York)
New York
$1.57M -$1.92M -92,900 -55%
ACMA
21
Arbor Capital Management (Alaska)
Alaska
$1.5M +$48.9K +2,373 +3%
LSPW
22
Lake Street Private Wealth
Illinois
$1.42M +$11.8K +570 +0.8%
HGERS
23
Householder Group Estate & Retirement Specialist
Arizona
$1.37M +$133K +6,474 +11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.21M +$48.8K +2,365 +4%
CTC
25
Central Trust Company
Missouri
$1.09M -$42.1K -2,043 -4%