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Columbia Multi-Sector Municipal Income ETF

86 hedge funds and large institutions have $447M invested in Columbia Multi-Sector Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

21% more capital invested

Capital invested by funds: $370M → $447M (+$77.5M)

11.29% more ownership

Funds ownership: 70.04%81.33% (+11%)

9% more funds holding

Funds holding: 7986 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
37
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$121M +$20M +961,683 +19%
LPL Financial
2
LPL Financial
California
$84.5M +$26.9M +1,293,104 +46%
Ameriprise
3
Ameriprise
Minnesota
$69M +$10.3M +493,575 +17%
Bank of America
4
Bank of America
North Carolina
$29.2M +$6.3M +303,189 +27%
HP
5
Haven Private
Florida
$21.7M +$2.16M +103,723 +11%
Wells Fargo
6
Wells Fargo
California
$21M +$1.29M +62,232 +6%
TA
7
TruWealth Advisors
Louisiana
$6.05M +$83.2K +3,999 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.84M +$95.3K +4,585 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$5.79M +$701K +33,729 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.99M -$1.75M -84,024 -26%
SWASL
11
Spartan Wealth Advisory Services LLC
Michigan
$4.66M +$4.73M +227,266 New
PAG
12
Private Advisor Group
New Jersey
$4.64M +$4.31M +207,363 +1,094%
UBS Group
13
UBS Group
Switzerland
$4.53M +$494K +23,735 +12%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.07M -$1.1M -53,119 -21%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.72M -$520K -25,029 -12%
GWSA
16
Global Wealth Strategies & Associates
Colorado
$3.37M +$216K +10,384 +7%
BAAM
17
Baker Avenue Asset Management
California
$3.24M +$121K +5,827 +4%
FFC
18
Frederick Financial Consultants
Maryland
$2.95M +$137K +6,590 +5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$2.93M +$60.7K +2,919 +2%
CTC
20
Central Trust Company
Missouri
$2.76M -$35.3K -1,698 -1%
GPW
21
Genesis Private Wealth
Virginia
$2.65M +$59.6K +2,867 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.61M +$58.2K +2,801 +2%
NP
23
NorthRock Partners
Minnesota
$2.32M +$2.35M +112,918 New
FIA
24
Foundations Investment Advisors
Arizona
$2.04M +$351K +16,894 +20%
AWA
25
Amplius Wealth Advisors
Pennsylvania
$2.01M +$210K +10,079 +11%