Columbia U.S. Equity Income ETF
EQIN
10 hedge funds and large institutions have $1.56M invested in Columbia U.S. Equity Income ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
9% less funds holding
Funds holding: 11 → 10 (-1)
10.03% less ownership
Funds ownership: 53.18% → 43.15% (-10%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
36% less capital invested
Capital invested by funds: $2.43M → $1.56M (-$862K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$87.3K |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$17.2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$219K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$200K |
| 3 |
Jane Street
New York
|
-$58.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$56.4K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$27.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $719K | -$58.7K | -2,118 | -7% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $269K | -$27.8K | -1,003 | -8% |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $240K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $182K | +$4.21K | +152 | +2% |
|
|
CIAS
5
Capital Investment Advisory Services
Raleigh,
North Carolina
| $76K | +$87.3K | +3,153 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | -$56.4K | -2,037 | -61% |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $24K | – | – | – |
|
|
AIM
8
Advantage Investment Management
Cedar Rapids,
Iowa
| $17K | +$17.2K | +622 | +759% |
|
|
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $6K | – | – | – |
|
|
AP
10
Appleton Partners
Boston,
Massachusetts
| – | -$219K | -7,225 | Closed |
|
|
11
Ameriprise
Minneapolis,
Minnesota
| – | -$200K | -6,590 | Closed |
|
EQIN Hedge Fund Activity: Q4 2018 in Review
10 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q4 2018, worth a combined $1.56M — down 36% from $2.43M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EQIN and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Capital Investment Advisory Services, opening a new position worth an estimated $87.3K. The largest seller was Appleton Partners, exiting entirely with an estimated $219K sold.
- 10 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q4 2018, down from 11 in Q3 2018.
- Funds reported $1.56M of Columbia U.S. Equity Income ETF stock for Q4 2018, down 36% quarter-over-quarter.
- 1 fund opened new Columbia U.S. Equity Income ETF positions in Q4 2018 and 2 closed out, a net change of -1 holder.
- The largest Columbia U.S. Equity Income ETF buyer in Q4 2018 was Capital Investment Advisory Services, an estimated $87.3K added.
- The largest Columbia U.S. Equity Income ETF seller in Q4 2018 was Appleton Partners, an estimated $219K sold.
Based on aggregated 13F filings for Q4 2018.