Columbia U.S. Equity Income ETF
EQIN
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.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
25% more capital invested
Capital invested by funds: $63.1M → $79M (+$15.9M)
14% more funds holding
Funds holding: 35 → 40 (+5)
10.51% less ownership
Funds ownership: 74.09% → 63.58% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.6M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.39M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$341K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$246K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$226K |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$25.5K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$22.3K |
EQIN Hedge Fund Activity: Q4 2024 in Review
40 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q4 2024, worth a combined $79M — up 25% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EQIN positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.3M. The largest seller was Atria Investments, exiting entirely with an estimated $341K sold.
- 40 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $79M of Columbia U.S. Equity Income ETF stock for Q4 2024, up 25% quarter-over-quarter.
- 11 funds opened new Columbia U.S. Equity Income ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q4 2024 was LPL Financial, an estimated $12.3M added.
- The largest Columbia U.S. Equity Income ETF seller in Q4 2024 was Atria Investments, an estimated $341K sold.
Based on aggregated 13F filings for Q4 2024.