EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

40 hedge funds and large institutions have $79M invested in Columbia U.S. Equity Income ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$22.4M
2
Citadel Advisors
Citadel Advisors
Florida
$1.89M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.51M
4
GIA
Gladstone Institutional Advisory
Florida
$1.31M
5
SFS
Sowell Financial Services
Arkansas
$6.59M

Top Sellers

1
AI
Atria Investments
North Carolina
$0
2
NA
NewEdge Advisors
Louisiana
$3.91M
3
Truist Financial
Truist Financial
North Carolina
$0
4
RWA
Redhawk Wealth Advisors
Minnesota
$228K
5
PAG
Private Advisor Group
New Jersey
$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
26
Keudell/Morrison Wealth Management
Oregon
$252K +$7.76K +175 +3%
RWA
27
Redhawk Wealth Advisors
Minnesota
$228K -$24.1K -544 -10%
FA
28
Fermata Advisors
California
$224K +$2.17K +49 +1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$113K -$4.75K -107 -4%
NP
30
NorthRock Partners
Minnesota
$75.4K – – –
AIC
31
Archer Investment Corporation
Indiana
$73.3K +$1.2K +27 +2%
GRP
32
Global Retirement Partners
California
$66.9K +$37.9K +855 +131%
WFA
33
Wells Financial Advisors
Massachusetts
$62.5K – – –
LFG
34
Larson Financial Group
Missouri
$37.3K +$1.02K +23 +3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$31K – – –
CWA
36
Carolina Wealth Advisors
South Carolina
$24.9K -$8.83K -199 -26%
PS
37
Principal Securities
Iowa
$13.3K -$20.4K -459 -60%
AssetMark Inc
38
AssetMark Inc
California
$12.6K +$12.6K +284 New
SPIA
39
Steward Partners Investment Advisory
New York
$2.04K +$2.04K +46 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$44 +$44 +1 New
Wells Fargo
41
Wells Fargo
California
$6 -$6 – –
AI
42
Atria Investments
North Carolina
– -$341K -7,198 Closed
Truist Financial
43
Truist Financial
North Carolina
– -$226K -4,781 Closed
UBS Group
44
UBS Group
Switzerland
– -$2.37K -50 Closed
Morgan Stanley
45
Morgan Stanley
New York
– -$80 -1 Closed
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