Columbia U.S. Equity Income ETF
EQIN
35 hedge funds and large institutions have $63.1M invested in Columbia U.S. Equity Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
26% more capital invested
Capital invested by funds: $50.1M → $63.1M (+$13M)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
13% more funds holding
Funds holding: 31 → 35 (+4)
1.87% less ownership
Funds ownership: 75.96% → 74.09% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.93M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.02M |
| 3 |
Goldman Sachs
New York
|
+$816K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$574K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$996K |
| 2 |
Jane Street
New York
|
-$596K |
| 3 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
-$322K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$181K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
26
Wells Financial Advisors
Framingham,
Massachusetts
| $66.7K | -$13.5K | -296 | -17% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $38.8K | +$182 | +4 | +0.5% |
|
|
CWA
28
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $36K | – | – | – |
|
|
AWM
29
Aspire Wealth Management
Waltham,
Massachusetts
| $35.9K | – | – | – |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $35.9K | +$1.14K | +25 | +3% |
|
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $33K | -$181K | -3,982 | -85% |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $30.9K | -$1.45K | -32 | -5% |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $20.8K | +$2.09K | +46 | +12% |
|
34
UBS Group
Zurich,
Switzerland
| $2.37K | -$31.4K | -691 | -93% |
|
35
Morgan Stanley
New York
| $80 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$996K | -22,657 | Closed |
|
|
MWM
38
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$322K | -7,316 | Closed |
|
EQIN Hedge Fund Activity: Q3 2024 in Review
35 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q3 2024, worth a combined $63.1M — up 26% from $50.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EQIN positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.93M. The largest seller was Citadel Advisors, exiting entirely with an estimated $996K sold.
- 35 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $63.1M of Columbia U.S. Equity Income ETF stock for Q3 2024, up 26% quarter-over-quarter.
- 6 funds opened new Columbia U.S. Equity Income ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q3 2024 was LPL Financial, an estimated $4.93M added.
- The largest Columbia U.S. Equity Income ETF seller in Q3 2024 was Citadel Advisors, an estimated $996K sold.
Based on aggregated 13F filings for Q3 2024.