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Columbia Emerging Markets Consumer ETF

73 hedge funds and large institutions have $665M invested in Columbia Emerging Markets Consumer ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 6773 (+6)

7.84% more ownership

Funds ownership: 69.98%77.82% (+7.8%)

6% less capital invested

Capital invested by funds: $709M → $665M (-$43.8M)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
12
Increased
38
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$241M +$57.4M +2,196,855 +32%
SCM
2
SCS Capital Management
Massachusetts
$69.6M +$24.8M +949,550 +58%
Wells Fargo
3
Wells Fargo
California
$60.7M +$2.68M +102,447 +5%
U
4
UBS
Switzerland
$46.6M +$4.26M +162,983 +10%
Morgan Stanley
5
Morgan Stanley
New York
$38.6M +$11.1M +423,434 +42%
CAG
6
Crestwood Advisors Group
Massachusetts
$24.9M +$24.1M +922,744 New
BTS
7
BB&T Securities
Virginia
$20.5M -$90.1K -3,450 -4%
PVH
8
Psagot Value Holdings
Israel
$12.9M +$3.23M +123,588 +35%
CCA
9
Cobblestone Capital Advisors
New York
$12.8M +$762K +29,190 +7%
MAA
10
Managed Account Advisors
New Jersey
$10.3M +$6.56M +251,121 +194%
NAM
11
North American Management
Massachusetts
$9.59M -$81.6K -3,125 -0.9%
HCM
12
Howland Capital Management
Massachusetts
$9.21M +$8.93M +341,818 New
USAA
13
United Services Automobile Association
Texas
$8.59M +$5.03M +192,739 +153%
SF
14
Synovus Financial
Georgia
$8.37M -$519K -19,894 -6%
CHA
15
Cedar Hill Associates
Illinois
$8.08M +$238K +9,125 +3%
Ohio Public Employees Retirement System (OPERS)
16
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.05M
CWM
17
Cabot Wealth Management
Massachusetts
$5.05M +$866K +33,183 +22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.65M +$4.07M +155,937 +939%
BCI
19
Brinker Capital Investments
Pennsylvania
$4.05M -$5M -191,530 -56%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$4.04M -$5.14K -197 -0.1%
AI
21
Atria Investments
North Carolina
$3.94M +$30.2K +1,155 +0.8%
TBA
22
Train Babcock Advisors
New York
$3.71M +$46.9K +1,795 +1%
CCM
23
Condor Capital Management
New Jersey
$3.69M +$1.42M +54,198 +66%
KIA
24
KCM Investment Advisors
California
$3.48M -$578K -22,130 -15%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.37M +$1.38M +52,843 +73%

ECON Hedge Fund Activity: Q3 2013 in Review

73 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q3 2013, worth a combined $665M — down 6.2% from $709M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ECON positions and 6 closed out — a net gain of 6 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $57.4M. The largest seller was Susquehanna International Group, cutting an estimated $6.51M.

  • 73 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q3 2013, up from 67 in Q2 2013.
  • Funds reported $665M of Columbia Emerging Markets Consumer ETF stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 12 funds opened new Columbia Emerging Markets Consumer ETF positions in Q3 2013 and 6 closed out, a net change of +6 holders.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q3 2013 was Bank of America, an estimated $57.4M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q3 2013 was Susquehanna International Group, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2013.