Columbia Emerging Markets Consumer ETF
ECON
94 hedge funds and large institutions have $925M invested in Columbia Emerging Markets Consumer ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 15 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 24
0% more funds holding
Funds holding: 94 → 94 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
2.82% less ownership
Funds ownership: 77.43% → 74.61% (-2.8%)
9% less capital invested
Capital invested by funds: $1.01B → $925M (-$88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$37.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.3M |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$7.84M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.84M |
| 5 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$90.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.8M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$8.73M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.71M |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$3.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
101
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$900K | -33,500 | Closed |
|
|
FLPIM
102
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$589K | -21,896 | Closed |
|
|
SB
103
Suntrust Banks
Atlanta,
Georgia
| – | -$506K | -18,875 | Closed |
|
|
AW
104
ACG Wealth
Atlanta,
Georgia
| – | -$493K | -18,344 | Closed |
|
105
State Street
Boston,
Massachusetts
| – | -$415K | -15,449 | Closed |
|
|
FT
106
Fiduciary Trust
Boston,
Massachusetts
| – | -$310K | -11,549 | Closed |
|
107
Brown Advisory
Baltimore,
Maryland
| – | -$304K | -11,300 | Closed |
|
|
HT
108
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| – | -$125K | -4,679 | Closed |
|
|
CTC
109
Central Trust Company
Jefferson City,
Missouri
| – | -$16K | -605 | Closed |
|
ECON Hedge Fund Activity: Q1 2014 in Review
94 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q1 2014, worth a combined $925M — down 8.7% from $1.01B a quarter earlier.
Fund positioning in ECON was balanced in Q1 2014: 15 funds opened new positions, 15 closed out, 46 added to existing stakes and 24 trimmed.
The largest buyer was Haverford Trust Company, adding an estimated $37.3M. The largest seller was SCS Capital Management, exiting entirely with an estimated $90.7M sold.
- 94 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $925M of Columbia Emerging Markets Consumer ETF stock for Q1 2014, down 8.7% quarter-over-quarter.
- 15 funds opened new Columbia Emerging Markets Consumer ETF positions in Q1 2014 and 15 closed out, a net change of 0 holders.
- The largest Columbia Emerging Markets Consumer ETF buyer in Q1 2014 was Haverford Trust Company, an estimated $37.3M added.
- The largest Columbia Emerging Markets Consumer ETF seller in Q1 2014 was SCS Capital Management, an estimated $90.7M sold.
Based on aggregated 13F filings for Q1 2014.