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Columbia Emerging Markets Consumer ETF

105 hedge funds and large institutions have $859M invested in Columbia Emerging Markets Consumer ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 73.81%74.87% (+1.1%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more capital invested

Capital invested by funds: $856M → $859M (+$3.76M)

1% less funds holding

Funds holding: 106105 (-1)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
33
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$41K -$37.5K -1,451 -48%
RPG
77
Risk Paradigm Group
Texas
$37.5K +$36.7K +1,420 New
CAL
78
Capital Analysts LLC
Pennsylvania
$32.1K +$361 +14 +1%
RIA
79
Regal Investment Advisors
Michigan
$31K -$7.36K -285 -20%
CGT
80
Capital Guardian Trust
California
$31K
SC
81
Searle & Co
Connecticut
$26K
CG
82
Colony Group
Massachusetts
$26K +$12.2K +472 +91%
WEC
83
Winslow Evans & Crocker
Massachusetts
$21.1K
WA
84
WFG Advisors
Texas
$21K
SIG
85
Stanford Investment Group
California
$20K
HDIM
86
Hanson & Doremus Investment Management
Vermont
$20K +$232 +9 +1%
PSI
87
Pinnacle Summer Investments
Virginia
$17K
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$14K +541 New
AA
89
Apriem Advisors
California
$13K +$7.67K +297 +146%
S
90
SignatureFD
Georgia
$11K -$4.67K -181 -30%
FNBT
91
FineMark National Bank & Trust
Florida
$11K +$129 +5 +1%
IWMPD
92
Integrated Wealth Management (Palm Desert)
California
$10K +$9.86K +382 New
SSB
93
Sandy Spring Bank
Maryland
$9K -$11.7K -455 -58%
VIA
94
Vantage Investment Advisors
Pennsylvania
$7K +$7.02K +272 New
MFS
95
MSI Financial Services
Massachusetts
$5K +$4.23K +164 +820%
SEI Investments
96
SEI Investments
Pennsylvania
$4K +$3.64K +141 New
ACS
97
Archford Capital Strategies
Illinois
$3.62K +$2.14K +83 +154%
BCI
98
Brinker Capital Investments
Pennsylvania
$3K +$1.08K +42 +78%
RFA
99
Reilly Financial Advisors
California
$3K +$3.07K +119 New
BRWM
100
B. Riley Wealth Management
Tennessee
$2K +$1.99K +77 New

ECON Hedge Fund Activity: Q1 2015 in Review

105 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q1 2015, worth a combined $859M — up 0.44% from $856M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ECON positions and 16 closed out — a net gain of 1 holder — while 33 added to existing stakes and 42 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $31.7M. The largest seller was Crestwood Advisors Group, exiting entirely with an estimated $12.6M sold.

  • 105 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q1 2015, down from 106 in Q4 2014.
  • Funds reported $859M of Columbia Emerging Markets Consumer ETF stock for Q1 2015, up 0.44% quarter-over-quarter.
  • 17 funds opened new Columbia Emerging Markets Consumer ETF positions in Q1 2015 and 16 closed out, a net change of +1 holder.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $31.7M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q1 2015 was Crestwood Advisors Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2015.