We are live on ! Find out more
ECON icon

Columbia Emerging Markets Consumer ETF

95 hedge funds and large institutions have $979M invested in Columbia Emerging Markets Consumer ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

6% more capital invested

Capital invested by funds: $925M → $979M (+$53.9M)

1% more funds holding

Funds holding: 9495 (+1)

0.31% more ownership

Funds ownership: 74.61%74.92% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
37
Reduced
29
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
$248M +$1.01M +37,112 +0.4%
WIM
2
Windhaven Investment Management
Massachusetts
$239M -$24.6M -905,337 -10%
Wells Fargo
3
Wells Fargo
California
$73.6M +$1.38M +50,877 +2%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$48M +$1.75M +64,241 +4%
Morgan Stanley
5
Morgan Stanley
New York
$47.4M +$11.6M +426,188 +33%
HTC
6
Haverford Trust Company
Pennsylvania
$45.4M +$3.81M +140,013 +9%
U
7
UBS
Switzerland
$36.1M -$360K -13,254 -1%
CAG
8
Crestwood Advisors Group
Massachusetts
$24.4M +$187K +6,871 +0.8%
MAA
9
Managed Account Advisors
New Jersey
$24.1M +$9.42M +346,491 +66%
USAA
10
United Services Automobile Association
Texas
$20.1M
PVH
11
Psagot Value Holdings
Israel
$16.9M +$1.67M +61,398 +11%
HCM
12
Howland Capital Management
Massachusetts
$14.7M +$1.19M +43,838 +9%
CCA
13
Cobblestone Capital Advisors
New York
$13M -$169K -6,203 -1%
CHA
14
Cedar Hill Associates
Illinois
$10M +$1.32M +48,675 +16%
NAM
15
North American Management
Massachusetts
$9.4M +$31K +1,140 +0.3%
BA
16
Boston Advisors
Massachusetts
$9.24M +$2.28M +83,857 +34%
CFA
17
Camarda Financial Advisors
Florida
$8.96M +$351K +12,902 +4%
SF
18
Synovus Financial
Georgia
$8.8M +$44.1K +1,622 +0.5%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.55M +$5.54M +203,927 +631%
KIA
20
KCM Investment Advisors
California
$5.2M +$712K +26,184 +16%
CWM
21
Cabot Wealth Management
Massachusetts
$5.17M -$90.2K -3,317 -2%
CCM
22
Condor Capital Management
New Jersey
$4.47M +$276K +10,153 +7%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.18M
AA
24
Ancora Advisors
Ohio
$4.08M -$74.3K -2,733 -2%
TBA
25
Train Babcock Advisors
New York
$4.02M -$8.02K -295 -0.2%

ECON Hedge Fund Activity: Q2 2014 in Review

95 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q2 2014, worth a combined $979M — up 5.8% from $925M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ECON positions and 6 closed out — a net gain of 2 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was Windhaven Investment Management, cutting an estimated $24.6M.

  • 95 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q2 2014, up from 94 in Q1 2014.
  • Funds reported $979M of Columbia Emerging Markets Consumer ETF stock for Q2 2014, up 5.8% quarter-over-quarter.
  • 8 funds opened new Columbia Emerging Markets Consumer ETF positions in Q2 2014 and 6 closed out, a net change of +2 holders.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q2 2014 was Morgan Stanley, an estimated $11.6M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q2 2014 was Windhaven Investment Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q2 2014.