Columbia U.S. Equity Income ETF
EQIN
23 hedge funds and large institutions have $33M invested in Columbia U.S. Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more funds holding
Funds holding: 20 → 23 (+3)
7% more capital invested
Capital invested by funds: $30.7M → $33M (+$2.27M)
2.2% more ownership
Funds ownership: 68.38% → 70.58% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$499K |
| 2 |
LPL Financial
San Diego,
California
|
+$450K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$416K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$370K |
| 5 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.72M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$680K |
| 3 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$428K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$76K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$680K | -18,164 | Closed |
|
|
MA
27
MONECO Advisors
Fairfield,
Connecticut
| – | -$428K | -11,420 | Closed |
|
EQIN Hedge Fund Activity: Q4 2023 in Review
23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q4 2023, worth a combined $33M — up 7.4% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EQIN positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $499K. The largest seller was Truist Financial, exiting entirely with an estimated $2.72M sold.
- 23 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $33M of Columbia U.S. Equity Income ETF stock for Q4 2023, up 7.4% quarter-over-quarter.
- 7 funds opened new Columbia U.S. Equity Income ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $499K added.
- The largest Columbia U.S. Equity Income ETF seller in Q4 2023 was Truist Financial, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2023.