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Columbia Emerging Markets Consumer ETF

82 hedge funds and large institutions have $181M invested in Columbia Emerging Markets Consumer ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 7882 (+4)

2% more capital invested

Capital invested by funds: $177M → $181M (+$3.75M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.12% less ownership

Funds ownership: 64.05%61.92% (-2.1%)

68% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 28

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
9
Reduced
28
Closed
7
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
$65.4M -$4.31M -193,688 -6%
Morgan Stanley
2
Morgan Stanley
New York
$42.7M +$2.24M +100,638 +6%
FFW
3
Fusion Family Wealth
New York
$21.9M +$2.22M +99,824 +11%
UBS Group
4
UBS Group
Switzerland
$13.6M +$5.49M +246,599 +69%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.74M +$414K +18,598 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.99M -$13.6M -609,093 -77%
Jane Street
7
Jane Street
New York
$3.95M +$3.89M +175,009 New
SBH
8
Segall Bryant & Hamill
Illinois
$2.17M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.95M +$1.23M +55,085 +175%
Wells Fargo
10
Wells Fargo
California
$1.27M -$244K -10,982 -16%
Citadel Advisors
11
Citadel Advisors
Florida
$1.12M -$677K -30,419 -38%
MWM
12
Merriman Wealth Management
Washington
$1.05M +$1.03M +46,500 New
Creative Planning
13
Creative Planning
Kansas
$965K -$78.4K -3,525 -8%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$881K -$53.8K -2,420 -6%
Northern Trust
15
Northern Trust
Illinois
$723K -$29.2K -1,314 -4%
PI
16
Parkside Investments
Illinois
$634K +$625K +28,105 New
CCM
17
Covington Capital Management
California
$615K -$22.3K -1,000 -4%
HTC
18
Haverford Trust Company
Pennsylvania
$578K
WBG
19
Wharton Business Group
Pennsylvania
$549K -$12.5K -560 -2%
AGA
20
Arkos Global Advisors
Texas
$512K -$9.57K -430 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$509K -$5.05K -227 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$499K +$62.2K +2,796 +14%
RJA
23
Raymond James & Associates
Florida
$470K -$46.3K -2,080 -9%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$467K -$78.6K -3,532 -15%
FIM
25
Fernwood Investment Management
Massachusetts
$449K

ECON Hedge Fund Activity: Q1 2019 in Review

82 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Columbia Emerging Markets Consumer ETF (ECON) for Q1 2019, worth a combined $181M — up 2.1% from $177M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ECON positions and 7 closed out — a net gain of 5 holders — while 9 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $5.49M. The largest seller was Royal Bank of Canada, cutting an estimated $13.6M.

  • 82 institutional investors held Columbia Emerging Markets Consumer ETF (ECON) as of Q1 2019, up from 78 in Q4 2018.
  • Funds reported $181M of Columbia Emerging Markets Consumer ETF stock for Q1 2019, up 2.1% quarter-over-quarter.
  • 12 funds opened new Columbia Emerging Markets Consumer ETF positions in Q1 2019 and 7 closed out, a net change of +5 holders.
  • The largest Columbia Emerging Markets Consumer ETF buyer in Q1 2019 was UBS Group, an estimated $5.49M added.
  • The largest Columbia Emerging Markets Consumer ETF seller in Q1 2019 was Royal Bank of Canada, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2019.