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Columbia Emerging Markets Consumer ETF

91 hedge funds and large institutions have $547M invested in Columbia Emerging Markets Consumer ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $442M → $547M (+$105M)

6.48% more ownership

Funds ownership: 67.34%73.82% (+6.5%)

4% less funds holding

Funds holding: 9591 (-4)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
23
Reduced
27
Closed
17
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
$215M +$26M +1,088,622 +14%
Morgan Stanley
2
Morgan Stanley
New York
$94.5M +$11.7M +488,891 +15%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$47M +$669K +27,979 +1%
UBS Group
4
UBS Group
Switzerland
$26M +$5.92M +247,634 +31%
Wells Fargo
5
Wells Fargo
California
$23.7M -$1.73M -72,409 -7%
HCM
6
Howland Capital Management
Massachusetts
$22.3M +$21.5M +897,275 New
PVH
7
Psagot Value Holdings
Israel
$15.1M +$955K +39,941 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$12M -$3.27M -136,785 -22%
CHA
9
Cedar Hill Associates
Illinois
$11.6M +$11.2M +469,313 New
NA
10
Nottingham Advisors
New York
$9.55M +$1.02M +42,724 +12%
FFW
11
Fusion Family Wealth
New York
$7.75M -$51.6K -2,158 -0.7%
First Trust Advisors
12
First Trust Advisors
Illinois
$7.71M +$7.43M +310,720 New
FWM
13
FFT Wealth Management
Pennsylvania
$4.71M -$746K -31,209 -14%
FDCC
14
Foster Dykema Cabot & Co
Massachusetts
$4.48M +$134K +5,606 +3%
OCM
15
One Capital Management
California
$4.28M -$60.2K -2,519 -1%
PI
16
Parkside Investments
Illinois
$4.05M +$3.9M +163,005 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.63M -$34.5K -1,443 -1%
SBH
18
Segall Bryant & Hamill
Illinois
$2.37M -$9.56K -400 -0.4%
CB
19
Community Bank
New York
$2.37M +$386K +16,150 +20%
BA
20
Boston Advisors
Massachusetts
$2.22M +$607K +25,381 +40%
OFW
21
Omnia Family Wealth
Florida
$1.75M +$799K +33,427 +90%
Creative Planning
22
Creative Planning
Kansas
$1.59M -$305K -12,767 -17%
CCM
23
Condor Capital Management
New Jersey
$1.56M +$85.1K +3,558 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.55M -$1.16M -48,312 -44%
SG Americas Securities
25
SG Americas Securities
New York
$1.36M -$2.89M -121,054 -69%

ECON Hedge Fund Activity: Q1 2017 in Review

91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q1 2017, worth a combined $547M — up 24% from $442M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ECON and 14 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 23 added.

The largest buyer was Bank of America, adding an estimated $26M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $14.9M sold.

  • 91 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q1 2017, down from 95 in Q4 2016.
  • Funds reported $547M of Columbia Emerging Markets Consumer ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 14 funds opened new Columbia Emerging Markets Consumer ETF positions in Q1 2017 and 17 closed out, a net change of -3 holders.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q1 2017 was Bank of America, an estimated $26M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q1 2017 was Brinker Capital Investments, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2017.