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Columbia Emerging Markets Consumer ETF

94 hedge funds and large institutions have $1.01B invested in Columbia Emerging Markets Consumer ETF in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

52% more capital invested

Capital invested by funds: $665M → $1.01B (+$348M)

29% more funds holding

Funds holding: 7394 (+21)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.39% less ownership

Funds ownership: 77.82%77.43% (-0.39%)

Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
33
Reduced
30
Closed
5
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
$270M +$29.6M +1,099,947 +12%
WIM
2
Windhaven Investment Management
Massachusetts
$250M -$1.96M -72,695 -0.8%
SCM
3
SCS Capital Management
Massachusetts
$90.7M +$21.3M +789,873 +31%
Wells Fargo
4
Wells Fargo
California
$63.8M +$3.24M +120,340 +5%
U
5
UBS
Switzerland
$44.6M -$1.86M -69,206 -4%
Morgan Stanley
6
Morgan Stanley
New York
$37.1M -$1.38M -51,257 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$32.8M +$31.4M +1,167,206 +2,231%
CAG
8
Crestwood Advisors Group
Massachusetts
$27.3M +$2.48M +92,145 +10%
BTS
9
BB&T Securities
Virginia
$19.1M -$134K -4,964 -7%
USAA
10
United Services Automobile Association
Texas
$17.8M +$9.24M +343,255 +108%
PVH
11
Psagot Value Holdings
Israel
$13.7M +$824K +30,601 +6%
CCA
12
Cobblestone Capital Advisors
New York
$12.7M -$37.8K -1,405 -0.3%
HCM
13
Howland Capital Management
Massachusetts
$11.1M +$1.88M +69,944 +20%
NAM
14
North American Management
Massachusetts
$9.65M +$84.9K +3,155 +0.9%
MAA
15
Managed Account Advisors
New Jersey
$9.29M -$943K -35,055 -9%
CHA
16
Cedar Hill Associates
Illinois
$8.39M +$331K +12,300 +4%
SF
17
Synovus Financial
Georgia
$8.31M -$25.3K -940 -0.3%
BA
18
Boston Advisors
Massachusetts
$6.26M +$5.61M +208,502 +853%
CWM
19
Cabot Wealth Management
Massachusetts
$5.11M +$66.7K +2,478 +1%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.04M -$3M -111,290 -37%
AA
21
Ancora Advisors
Ohio
$3.95M +$3.96M +146,974 New
TBA
22
Train Babcock Advisors
New York
$3.9M +$197K +7,320 +5%
CCM
23
Condor Capital Management
New Jersey
$3.77M +$98.1K +3,644 +3%
AI
24
Atria Investments
North Carolina
$3.71M -$219K -8,146 -6%
FCT
25
Family Capital Trust
Massachusetts
$3.62M +$464K +17,250 +15%

ECON Hedge Fund Activity: Q4 2013 in Review

94 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q4 2013, worth a combined $1.01B — up 52% from $665M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ECON positions and 5 closed out — a net gain of 21 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $31.4M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $4.04M sold.

  • 94 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q4 2013, up from 73 in Q3 2013.
  • Funds reported $1.01B of Columbia Emerging Markets Consumer ETF stock for Q4 2013, up 52% quarter-over-quarter.
  • 26 funds opened new Columbia Emerging Markets Consumer ETF positions in Q4 2013 and 5 closed out, a net change of +21 holders.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q4 2013 was Bank of Montreal, an estimated $31.4M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q4 2013 was JP Morgan Private Wealth Advisors, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2013.