Columbia U.S. Equity Income ETF
EQIN
10 hedge funds and large institutions have $1.81M invested in Columbia U.S. Equity Income ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
1% less capital invested
Capital invested by funds: $1.83M → $1.81M (-$19.9K)
1.48% less ownership
Funds ownership: 37.34% → 35.86% (-1.5%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$333K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$105K |
| 3 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
+$15.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.34K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$257K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$121K |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$112K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.03M | +$105K | +4,100 | +11% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $330K | +$333K | +13,065 | New |
|
3
Bank of America
Charlotte,
North Carolina
| $168K | – | – | – |
|
|
HCA
4
Heck Capital Advisors
Rhinelander,
Wisconsin
| $96.5K | -$112K | -4,396 | -54% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $86K | +$4.34K | +170 | +5% |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $49K | +$408 | +16 | +0.8% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $24K | – | – | – |
|
|
CWA
8
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $15K | +$15.6K | +611 | New |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $12K | +$1.22K | +48 | +11% |
|
|
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
11
LPL Financial
San Diego,
California
| – | -$257K | -10,489 | Closed |
|
|
CAN
12
Cetera Advisor Networks
El Segundo,
California
| – | -$121K | -4,929 | Closed |
|
|
PAG
13
Private Advisor Group
Morristown,
New Jersey
| – | -$28K | -1,155 | Closed |
|
EQIN Hedge Fund Activity: Q3 2020 in Review
10 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q3 2020, worth a combined $1.81M — down 1.1% from $1.83M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EQIN and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $333K. The largest seller was LPL Financial, exiting entirely with an estimated $257K sold.
- 10 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q3 2020, down from 11 in Q2 2020.
- Funds reported $1.81M of Columbia U.S. Equity Income ETF stock for Q3 2020, down 1.1% quarter-over-quarter.
- 2 funds opened new Columbia U.S. Equity Income ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
- The largest Columbia U.S. Equity Income ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $333K added.
- The largest Columbia U.S. Equity Income ETF seller in Q3 2020 was LPL Financial, an estimated $257K sold.
Based on aggregated 13F filings for Q3 2020.