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Columbia Emerging Markets Consumer ETF

97 hedge funds and large institutions have $564M invested in Columbia Emerging Markets Consumer ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.26% less ownership

Funds ownership: 71.35%69.09% (-2.3%)

3% less funds holding

Funds holding: 10097 (-3)

16% less capital invested

Capital invested by funds: $670M → $564M (-$105M)

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
26
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$344K -$30.2K -1,079 -8%
CCA
52
Cobblestone Capital Advisors
New York
$303K -$42K -1,500 -12%
LIM
53
Leavell Investment Management
Alabama
$298K -$5.6K -200 -2%
HIC
54
Holderness Investments Company
North Carolina
$289K +$17.1K +612 +6%
ASN
55
Advisory Services Network
Georgia
$277K +$69.1K +2,471 +31%
CS
56
Cannell & Spears
New York
$276K
MWM
57
Merriman Wealth Management
Washington
$271K +$287K +10,247 New
William Blair & Company
58
William Blair & Company
Illinois
$263K
SG Americas Securities
59
SG Americas Securities
New York
$257K -$588K -21,029 -68%
VSWA
60
Vontobel Swiss Wealth Advisors
Switzerland
$235K -$154K -5,500 -38%
FC
61
Ferris Capital
Massachusetts
$219K
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$214K -$951 -34 -0.4%
Stifel Financial
63
Stifel Financial
Missouri
$210K -$140 -5 -0.1%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$207K
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$167K -$60.6K -2,165 -25%
LWCFA
66
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K
MRC
67
Millburn Ridgefield Corp
New York
$97K -$43.6K -1,559 -30%
JP Morgan Chase
68
JP Morgan Chase
New York
$89K
BWM
69
Baystate Wealth Management
Massachusetts
$57K
HDIM
70
Hanson & Doremus Investment Management
Vermont
$46K +$168 +6 +0.3%
SWM
71
SeaCrest Wealth Management
New York
$37K
IWM
72
IHT Wealth Management
Illinois
$34K -$3.33K -119 -8%
Citigroup
73
Citigroup
New York
$31K +$336 +12 +1%
TWA
74
TCI Wealth Advisors
Arizona
$30K
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$27K -$43.2K -1,545 -60%

ECON Hedge Fund Activity: Q1 2018 in Review

97 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q1 2018, worth a combined $564M — down 16% from $670M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ECON and 8 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 26 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.04M. The largest seller was Bank of America, cutting an estimated $37.5M.

  • 97 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q1 2018, down from 100 in Q4 2017.
  • Funds reported $564M of Columbia Emerging Markets Consumer ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 8 funds opened new Columbia Emerging Markets Consumer ETF positions in Q1 2018 and 11 closed out, a net change of -3 holders.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q1 2018 was Old Mission Capital, an estimated $4.04M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q1 2018 was Bank of America, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2018.