Columbia U.S. Equity Income ETF
EQIN
11 hedge funds and large institutions have $1.62M invested in Columbia U.S. Equity Income ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
1% less capital invested
Capital invested by funds: $1.64M → $1.62M (-$17.8K)
1.12% less ownership
Funds ownership: 39.46% → 38.35% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$211K |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$44.2K |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$23.6K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$22.1K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$193 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$312K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.7K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $452K | -$26.7K | -966 | -6% |
|
|
HCA
2
Heck Capital Advisors
Rhinelander,
Wisconsin
| $350K | +$23.6K | +855 | +7% |
|
|
3
LPL Financial
San Diego,
California
| $216K | +$211K | +7,643 | New |
|
|
AP
4
Appleton Partners
Boston,
Massachusetts
| $204K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $187K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $81K | -$10.8K | -392 | -12% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $45K | +$44.2K | +1,600 | New |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $34K | +$193 | +7 | +0.6% |
|
|
AIM
9
Advantage Investment Management
Cedar Rapids,
Iowa
| $24K | +$110 | +4 | +0.5% |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $23K | +$22.1K | +800 | New |
|
|
CFA
11
Carroll Financial Associates
Charlotte,
North Carolina
| $7K | – | – | – |
|
|
12
Jane Street
New York
| – | -$312K | -11,229 | Closed |
|
EQIN Hedge Fund Activity: Q3 2019 in Review
11 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q3 2019, worth a combined $1.62M — down 1.1% from $1.64M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQIN positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $211K. The largest seller was Jane Street, exiting entirely with an estimated $312K sold.
- 11 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q3 2019, up from 9 in Q2 2019.
- Funds reported $1.62M of Columbia U.S. Equity Income ETF stock for Q3 2019, down 1.1% quarter-over-quarter.
- 3 funds opened new Columbia U.S. Equity Income ETF positions in Q3 2019 and 1 closed out, a net change of +2 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q3 2019 was LPL Financial, an estimated $211K added.
- The largest Columbia U.S. Equity Income ETF seller in Q3 2019 was Jane Street, an estimated $312K sold.
Based on aggregated 13F filings for Q3 2019.