Columbia U.S. Equity Income ETF
EQIN
31 hedge funds and large institutions have $44.5M invested in Columbia U.S. Equity Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 0 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
35% more funds holding
Funds holding: 23 → 31 (+8)
35% more capital invested
Capital invested by funds: $33M → $44.5M (+$11.5M)
6.23% more ownership
Funds ownership: 70.58% → 76.81% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.98M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$966K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$688K |
| 5 |
RFN
Redwood Financial Network
Solon,
Ohio
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.13M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$994K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$110K |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$59.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $32.7K | +$20.3K | +483 | +192% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | -$12.6K | -300 | -30% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $25.5K | – | – | – |
|
|
29
Osaic Holdings
Scottsdale,
Arizona
| $19.1K | -$33.8K | -806 | -65% |
|
30
Wells Fargo
San Francisco,
California
| $46 | +$42 | +1 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $45 | +$42 | +1 | New |
|
EQIN Hedge Fund Activity: Q1 2024 in Review
31 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q1 2024, worth a combined $44.5M — up 35% from $33M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EQIN positions and 0 closed out — a net gain of 8 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $4.98M. The largest seller was Ameriprise, cutting an estimated $1.13M.
- 31 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q1 2024, up from 23 in Q4 2023.
- Funds reported $44.5M of Columbia U.S. Equity Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 8 funds opened new Columbia U.S. Equity Income ETF positions in Q1 2024 and 0 closed out, a net change of +8 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q1 2024 was Sowell Financial Services, an estimated $4.98M added.
- The largest Columbia U.S. Equity Income ETF seller in Q1 2024 was Ameriprise, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2024.