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
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
Shares
Change %
WIM
26
Westside Investment Management
California
$125K +$125K +2,730 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$116K -$687 -15 -0.6%
NP
28
NorthRock Partners
Minnesota
$77.8K
AIC
29
Archer Investment Corporation
Indiana
$75.9K +$275 +6 +0.4%
WFA
30
Wells Financial Advisors
Massachusetts
$64.5K
AssetMark Inc
31
AssetMark Inc
California
$53.9K +$40.9K +893 +314%
LFG
32
Larson Financial Group
Missouri
$38.7K +$229 +5 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$32K
AAP
34
Arax Advisory Partners
Colorado
$14.7K +$14.7K +321 New
PS
35
Principal Securities
Iowa
$13.3K
SPIA
36
Steward Partners Investment Advisory
New York
$2.11K
Wells Fargo
37
Wells Fargo
California
$44 +$44 +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