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Columbia Multi-Sector Municipal Income ETF

79 hedge funds and large institutions have $370M invested in Columbia Multi-Sector Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $347M → $370M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 71.67%70.04% (-1.6%)

8% less funds holding

Funds holding: 8679 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
37
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$28M +1,357,813 +38%
Ameriprise
2
Ameriprise
Minnesota
$59.1M +$2.17M +105,033 +4%
LPL Financial
3
LPL Financial
California
$58.2M +$6.33M +307,179 +12%
Bank of America
4
Bank of America
North Carolina
$23.1M +$1.12M +54,420 +5%
Wells Fargo
5
Wells Fargo
California
$19.8M -$21.2M -1,026,478 -52%
HP
6
Haven Private
Florida
$19.7M +$1.73M +84,091 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.74M +$1.89M +91,744 +39%
TA
8
TruWealth Advisors
Louisiana
$6M +$712K +34,523 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.78M +$162K +7,856 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.2M +$2.94M +142,445 +130%
Raymond James Financial
11
Raymond James Financial
Florida
$5.13M +$386K +18,719 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.26M +$808K +39,178 +23%
UBS Group
13
UBS Group
Switzerland
$4.07M -$780K -37,826 -16%
GWSA
14
Global Wealth Strategies & Associates
Colorado
$3.18M +$133K +6,446 +4%
BAAM
15
Baker Avenue Asset Management
California
$3.13M +$331K +16,038 +12%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$3.12M -$118K -5,738 -4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.89M +$273K +13,223 +10%
FFC
18
Frederick Financial Consultants
Maryland
$2.83M +$20.9K +1,012 +0.7%
CTC
19
Central Trust Company
Missouri
$2.81M +$195K +9,447 +7%
GPW
20
Genesis Private Wealth
Virginia
$2.61M +$155K +7,517 +6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.57M +$319K +15,489 +14%
Jane Street
22
Jane Street
New York
$2.01M -$535K -25,935 -21%
AWA
23
Amplius Wealth Advisors
Pennsylvania
$1.82M -$72.9K -3,533 -4%
FIA
24
Foundations Investment Advisors
Arizona
$1.7M +$756K +36,668 +80%
ACMA
25
Arbor Capital Management (Alaska)
Alaska
$1.6M +$41.8K +2,028 +3%