Columbia U.S. Equity Income ETF
EQIN
9 hedge funds and large institutions have $1.41M invested in Columbia U.S. Equity Income ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
8.07% less ownership
Funds ownership: 41.89% → 33.82% (-8.1%)
18% less funds holding
Funds holding: 11 → 9 (-2)
45% less capital invested
Capital invested by funds: $2.57M → $1.41M (-$1.16M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$115K |
| 2 |
LPL Financial
San Diego,
California
|
+$93.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$875 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$315K |
| 2 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$222K |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$149K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$21.2K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$2.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $745K | +$115K | +4,211 | +13% |
|
|
2
LPL Financial
San Diego,
California
| $230K | +$93.9K | +3,434 | +45% |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $161K | -$149K | -5,460 | -41% |
|
4
Bank of America
Charlotte,
North Carolina
| $138K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $60K | +$875 | +32 | +1% |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $40K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $19K | +$25.5K | +932 | New |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $9K | -$21.2K | -776 | -64% |
|
|
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $3K | -$2.3K | -84 | -33% |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$315K | -10,273 | Closed |
|
|
AP
11
Appleton Partners
Boston,
Massachusetts
| – | -$222K | -7,225 | Closed |
|
EQIN Hedge Fund Activity: Q1 2020 in Review
9 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q1 2020, worth a combined $1.41M — down 45% from $2.57M 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 3 added.
The largest buyer was Citadel Advisors, adding an estimated $115K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $315K sold.
- 9 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q1 2020, down from 11 in Q4 2019.
- Funds reported $1.41M of Columbia U.S. Equity Income ETF stock for Q1 2020, down 45% quarter-over-quarter.
- 1 fund opened new Columbia U.S. Equity Income ETF positions in Q1 2020 and 2 closed out, a net change of -1 holder.
- The largest Columbia U.S. Equity Income ETF buyer in Q1 2020 was Citadel Advisors, an estimated $115K added.
- The largest Columbia U.S. Equity Income ETF seller in Q1 2020 was Susquehanna International Group, an estimated $315K sold.
Based on aggregated 13F filings for Q1 2020.