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EQIN

Columbia U.S. Equity Income ETF

37 hedge funds and large institutions have $91.6M invested in Columbia U.S. Equity Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

16% more capital invested

Capital invested by funds: $79M → $91.6M (+$12.6M)

2.82% less ownership

Funds ownership: 63.58%60.76% (-2.8%)

8% less funds holding

Funds holding: 4037 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
26
Westside Investment Management
California
$125K +$124K +2,730 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$116K -$684 -15 -0.6%
NP
28
NorthRock Partners
Minnesota
$77.8K
AIC
29
Archer Investment Corporation
Indiana
$75.9K +$274 +6 +0.4%
WFA
30
Wells Financial Advisors
Massachusetts
$64.5K
AssetMark Inc
31
AssetMark Inc
California
$53.9K +$40.7K +893 +314%
LFG
32
Larson Financial Group
Missouri
$38.7K +$228 +5 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$32K
AAP
34
Arax Advisory Partners
Colorado
$14.7K +$14.6K +321 New
PS
35
Principal Securities
Iowa
$13.3K
SPIA
36
Steward Partners Investment Advisory
New York
$2.1K
Wells Fargo
37
Wells Fargo
California
$44 +$46 +1 New
Citadel Advisors
38
Citadel Advisors
Florida
-$1.89M -42,706 Closed
NG
39
Novem Group
New York
-$389K -8,775 Closed
MWM
40
Maripau Wealth Management
Indiana
-$317K -7,146 Closed
SAW
41
Signal Advisors Wealth
Michigan
-$317K -7,146 Closed
RWA
42
Redhawk Wealth Advisors
Minnesota
-$228K -5,145 Closed
FA
43
Fermata Advisors
California
-$224K -5,054 Closed
CWA
44
Carolina Wealth Advisors
South Carolina
-$24.9K -561 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$44 -1 Closed

EQIN Hedge Fund Activity: Q1 2025 in Review

37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q1 2025, worth a combined $91.6M — up 16% from $79M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EQIN and 6 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $6.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.89M sold.

  • 37 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q1 2025, down from 40 in Q4 2024.
  • Funds reported $91.6M of Columbia U.S. Equity Income ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 6 funds opened new Columbia U.S. Equity Income ETF positions in Q1 2025 and 8 closed out, a net change of -2 holders.
  • The largest Columbia U.S. Equity Income ETF buyer in Q1 2025 was LPL Financial, an estimated $6.19M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2025.