Columbia U.S. Equity Income ETF
EQIN
11 hedge funds and large institutions have $1.57M invested in Columbia U.S. Equity Income ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
10% more funds holding
Funds holding: 10 → 11 (+1)
1% more capital invested
Capital invested by funds: $1.54M → $1.57M (+$22.7K)
0.96% more ownership
Funds ownership: 28.39% → 29.35% (+0.96%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$308K |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$9.64K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$205K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$32.8K |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$28.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$36 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSEP
1
Golden State Equity Partners
South Coast Metro,
California
| $387K | -$28.1K | -775 | -7% |
|
|
HCA
2
Heck Capital Advisors
Rhinelander,
Wisconsin
| $372K | +$9.64K | +266 | +3% |
|
|
3
Citadel Advisors
Miami,
Florida
| $310K | -$32.8K | -905 | -9% |
|
|
4
LPL Financial
San Diego,
California
| $302K | +$308K | +8,494 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $115K | +$1.05K | +29 | +0.9% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $33K | -$205K | -5,662 | -86% |
|
|
CWA
7
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $24K | – | – | – |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $18K | – | – | – |
|
|
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$36 | -1 | -50% |
|
EQIN Hedge Fund Activity: Q3 2021 in Review
11 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q3 2021, worth a combined $1.57M — up 1.5% from $1.54M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EQIN positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $308K. The largest seller was Osaic Holdings, cutting an estimated $205K.
- 11 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q3 2021, up from 10 in Q2 2021.
- Funds reported $1.57M of Columbia U.S. Equity Income ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
- 1 fund opened new Columbia U.S. Equity Income ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
- The largest Columbia U.S. Equity Income ETF buyer in Q3 2021 was LPL Financial, an estimated $308K added.
- The largest Columbia U.S. Equity Income ETF seller in Q3 2021 was Osaic Holdings, an estimated $205K sold.
Based on aggregated 13F filings for Q3 2021.