Columbia U.S. Equity Income ETF
EQIN
31 hedge funds and large institutions have $50.1M invested in Columbia U.S. Equity Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 7 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
13% more capital invested
Capital invested by funds: $44.5M → $50.1M (+$5.64M)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.85% less ownership
Funds ownership: 76.81% → 75.96% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.85M |
| 2 |
Jane Street
New York
|
+$1.75M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$793K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.17M |
| 2 |
Goldman Sachs
New York
|
-$786K |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$337K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$336K |
| 5 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Aspire Wealth Management
Waltham,
Massachusetts
| $33.4K | +$33.2K | +759 | New |
|
27
UBS Group
Zurich,
Switzerland
| $32.6K | +$32.4K | +741 | New |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $32.3K | – | – | – |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $30.1K | +$4.94K | +113 | +20% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $17.3K | -$1.49K | -34 | -8% |
|
31
Morgan Stanley
New York
| $74 | +$44 | +1 | New |
|
32
Wells Fargo
San Francisco,
California
| $1 | -$44 | -1 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.17M | -48,671 | Closed |
|
|
34
Goldman Sachs
New York
| – | -$786K | -17,650 | Closed |
|
|
SAW
35
Signal Advisors Wealth
Detroit,
Michigan
| – | -$337K | -7,573 | Closed |
|
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$336K | -7,536 | Closed |
|
|
KMWM
37
Keudell/Morrison Wealth Management
Salem,
Oregon
| – | -$234K | -5,260 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$45 | -1 | Closed |
|
EQIN Hedge Fund Activity: Q2 2024 in Review
31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q2 2024, worth a combined $50.1M — up 13% from $44.5M a quarter earlier.
Fund positioning in EQIN was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.85M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.17M sold.
- 31 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $50.1M of Columbia U.S. Equity Income ETF stock for Q2 2024, up 13% quarter-over-quarter.
- 7 funds opened new Columbia U.S. Equity Income ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q2 2024 was Ameriprise, an estimated $3.85M added.
- The largest Columbia U.S. Equity Income ETF seller in Q2 2024 was Susquehanna International Group, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2024.