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Columbia Multi-Sector Municipal Income ETF

78 hedge funds and large institutions have $277M invested in Columbia Multi-Sector Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

18% more funds holding

Funds holding: 6678 (+12)

14% more capital invested

Capital invested by funds: $244M → $277M (+$33M)

6.4% more ownership

Funds ownership: 59.19%65.59% (+6.4%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
34
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$49.9M -$3.4M -165,265 -6%
Wells Fargo
2
Wells Fargo
California
$34.1M -$642K -31,211 -2%
Morgan Stanley
3
Morgan Stanley
New York
$32M +$7.43M +361,089 +30%
LPL Financial
4
LPL Financial
California
$28.3M +$2.65M +129,005 +10%
HP
5
Haven Private
Florida
$14M +$14.1M +686,919 New
AWA
6
Amplius Wealth Advisors
Pennsylvania
$13M +$1.58M +76,940 +14%
UBS Group
7
UBS Group
Switzerland
$8.59M +$330K +16,024 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.27M +$306K +14,896 +4%
TA
9
TruWealth Advisors
Louisiana
$7.87M +$64.2K +3,120 +0.8%
Bank of America
10
Bank of America
North Carolina
$7.42M +$1.12M +54,391 +17%
Raymond James Financial
11
Raymond James Financial
Florida
$6.5M +$6.59M +320,099 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6M -$26.8K -1,303 -0.4%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.18M +$1.42M +68,790 +37%
BWP
14
BlueStem Wealth Partners
Minnesota
$4.43M +$4.49M +218,307 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.83M +$1.09M +53,177 +39%
MI
16
Moneywise Inc
Virginia
$2.63M -$1.46M -71,063 -35%
FFC
17
Frederick Financial Consultants
Maryland
$2.55M +$2.58M +125,399 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.51M +$3.31K +161 +0.1%
BAAM
19
Baker Avenue Asset Management
California
$2.5M +$110K +5,328 +5%
CTC
20
Central Trust Company
Missouri
$2.42M +$1.37M +66,707 +127%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.21M
GWSA
22
Global Wealth Strategies & Associates
Colorado
$2.11M +$52.6K +2,557 +3%
GPW
23
Genesis Private Wealth
Virginia
$1.96M +$1.99M +96,567 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.68M +$664K +32,272 +64%
Citadel Advisors
25
Citadel Advisors
Florida
$1.62M +$1.64M +79,742 New