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Columbia Multi-Sector Municipal Income ETF

86 hedge funds and large institutions have $347M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 17

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $308M → $347M (+$39.6M)

5% more funds holding

Funds holding: 8286 (+4)

1.85% more ownership

Funds ownership: 69.81%71.67% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
43
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.7M +$6.65M +330,060 +10%
Ameriprise
2
Ameriprise
Minnesota
$56.8M +$3.33M +165,244 +6%
LPL Financial
3
LPL Financial
California
$51.7M +$24.7M +1,227,022 +95%
Wells Fargo
4
Wells Fargo
California
$40.8M +$3.41M +169,294 +9%
Bank of America
5
Bank of America
North Carolina
$21.9M -$77.6K -3,851 -0.4%
HP
6
Haven Private
Florida
$17.9M +$1.02M +50,839 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.59M -$864K -42,887 -14%
TA
8
TruWealth Advisors
Louisiana
$5.27M +$193K +9,599 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.83M -$241K -11,958 -5%
UBS Group
10
UBS Group
Switzerland
$4.83M -$216K -10,717 -4%
Raymond James Financial
11
Raymond James Financial
Florida
$4.72M -$61.2K -3,037 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.37M -$313K -15,527 -8%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.22M +$473K +23,491 +18%
GWSA
14
Global Wealth Strategies & Associates
Colorado
$3.03M +$205K +10,153 +7%
FFC
15
Frederick Financial Consultants
Maryland
$2.8M +$173K +8,565 +7%
BAAM
16
Baker Avenue Asset Management
California
$2.79M +$53.9K +2,674 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.6M -$44.7K -2,217 -2%
CTC
18
Central Trust Company
Missouri
$2.6M +$64.6K +3,205 +3%
Jane Street
19
Jane Street
New York
$2.54M -$1.94M -96,464 -44%
GPW
20
Genesis Private Wealth
Virginia
$2.44M +$220K +10,909 +10%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.26M +$796K +39,501 +56%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.24M +$582K +28,887 +36%
AWA
23
Amplius Wealth Advisors
Pennsylvania
$1.88M -$338K -16,785 -15%
FTUS
24
Flow Traders U.S.
New York
$1.75M +$1.72M +85,200 New
ACMA
25
Arbor Capital Management (Alaska)
Alaska
$1.55M +$17.7K +879 +1%