EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

40 hedge funds and large institutions have $128M invested in Columbia U.S. Equity Income ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$31.8M
2
Stifel Financial
Stifel Financial
Missouri
+$1.96M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.59M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.49M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$847K

Top Sellers

1
KW
KWB Wealth
California
-$2.13M
2
Jane Street
Jane Street
New York
-$966K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$558K
4
MP
McDonald Partners
Ohio
-$202K
5
PA
Prism Advisors
California
-$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$252K +$252K +5,596 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$248K +$248K +5,430 New
SMC
28
Smith, Moore & Co
Missouri
$235K +$235K +5,214 New
RWA
29
Redhawk Wealth Advisors
Minnesota
$222K +$222K +4,927 New
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$204K +$3.6K +80 +2%
NP
31
NorthRock Partners
Minnesota
$76.6K – – –
AIC
32
Archer Investment Corporation
Indiana
$74.9K +$225 +5 +0.3%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$74K -$39.6K -882 -35%
WFA
34
Wells Financial Advisors
Massachusetts
$63.5K – – –
GRP
35
Global Retirement Partners
California
$46K +$46K +1,022 New
LFG
36
Larson Financial Group
Missouri
$38.3K +$180 +4 +0.5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$32K – – –
AAP
38
Arax Advisory Partners
Colorado
$4.78K -$9.69K -215 -67%
SPIA
39
Steward Partners Investment Advisory
New York
$2.07K – – –
Wells Fargo
40
Wells Fargo
California
$78 +$39 +1 +100%
KW
41
KWB Wealth
California
– -$2.13M -48,010 Closed
Jane Street
42
Jane Street
New York
– -$966K -21,105 Closed
MP
43
McDonald Partners
Ohio
– -$202K -4,422 Closed
AssetMark Inc
44
AssetMark Inc
California
– -$53.9K -1,177 Closed
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