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Columbia Multi-Sector Municipal Income ETF

78 hedge funds and large institutions have $267M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

0.36% more ownership

Funds ownership: 65.59%65.95% (+0.36%)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $277M → $267M (-$10.2M)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
36
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$48.9M -$581K -28,553 -1%
Morgan Stanley
2
Morgan Stanley
New York
$46.6M +$15.1M +741,264 +47%
Wells Fargo
3
Wells Fargo
California
$34.7M +$837K +41,145 +2%
LPL Financial
4
LPL Financial
California
$24.7M -$3.39M -166,711 -12%
Bank of America
5
Bank of America
North Carolina
$19.6M +$12.3M +607,093 +166%
HP
6
Haven Private
Florida
$16.3M +$2.51M +123,319 +18%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.67M -$2.56M -125,937 -31%
UBS Group
8
UBS Group
Switzerland
$5.64M -$2.9M -142,597 -34%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.75M -$1.22M -59,778 -20%
TA
10
TruWealth Advisors
Louisiana
$4.31M -$3.52M -173,320 -45%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.64M -$161K -7,895 -4%
BAAM
12
Baker Avenue Asset Management
California
$2.83M +$354K +17,424 +14%
GWSA
13
Global Wealth Strategies & Associates
Colorado
$2.69M +$598K +29,389 +28%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.68M +$1.03M +50,701 +61%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.67M +$178K +8,739 +7%
FFC
16
Frederick Financial Consultants
Maryland
$2.54M +$12.4K +610 +0.5%
CTC
17
Central Trust Company
Missouri
$2.41M +$10.9K +537 +0.5%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.2M
MI
19
Moneywise Inc
Virginia
$2.19M -$417K -20,516 -16%
GPW
20
Genesis Private Wealth
Virginia
$2.06M +$120K +5,908 +6%
AWA
21
Amplius Wealth Advisors
Pennsylvania
$1.95M -$11M -542,583 -85%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.73M +$170K +8,354 +11%
ACMA
23
Arbor Capital Management (Alaska)
Alaska
$1.5M +$81.1K +3,988 +6%
LSPW
24
Lake Street Private Wealth
Illinois
$1.35M -$7.22K -355 -0.5%
Raymond James Financial
25
Raymond James Financial
Florida
$1.24M -$5.25M -258,333 -81%