Columbia U.S. Equity Income ETF
EQIN
10 hedge funds and large institutions have $21M invested in Columbia U.S. Equity Income ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,242% more capital invested
Capital invested by funds: $1.57M → $21M (+$19.5M)
55.33% more ownership
Funds ownership: 29.35% → 84.68% (+55%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
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 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.2M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$403K |
| 3 |
LPL Financial
San Diego,
California
|
+$12.9K |
| 4 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$387K |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$372K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$18K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $19.8M | +$19.2M | +517,062 | New |
|
|
GSWM
2
Golden State Wealth Management
Santa Ana,
California
| $414K | +$403K | +10,849 | New |
|
|
3
LPL Financial
San Diego,
California
| $338K | +$12.9K | +347 | +4% |
|
|
4
Citadel Advisors
Miami,
Florida
| $320K | -$11.9K | -321 | -4% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $122K | -$1.45K | -39 | -1% |
|
|
CWA
6
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $38K | +$12K | +322 | +47% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
|
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| $6K | – | – | – |
|
|
GSEP
9
Golden State Equity Partners
South Coast Metro,
California
| – | -$387K | -10,864 | Closed |
|
|
HCA
10
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$372K | -10,463 | Closed |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| – | -$18K | -496 | Closed |
|
EQIN Hedge Fund Activity: Q4 2021 in Review
10 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q4 2021, worth a combined $21M — up 1,242% from $1.57M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EQIN and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $19.2M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $387K sold.
- 10 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q4 2021, down from 11 in Q3 2021.
- Funds reported $21M of Columbia U.S. Equity Income ETF stock for Q4 2021, up 1,242% quarter-over-quarter.
- 2 funds opened new Columbia U.S. Equity Income ETF positions in Q4 2021 and 3 closed out, a net change of -1 holder.
- The largest Columbia U.S. Equity Income ETF buyer in Q4 2021 was Ameriprise, an estimated $19.2M added.
- The largest Columbia U.S. Equity Income ETF seller in Q4 2021 was Golden State Equity Partners, an estimated $387K sold.
Based on aggregated 13F filings for Q4 2021.