Columbia U.S. Equity Income ETF
EQIN
16 hedge funds and large institutions have $36.8M invested in Columbia U.S. Equity Income ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
19% more capital invested
Capital invested by funds: $30.9M → $36.8M (+$5.87M)
14% more funds holding
Funds holding: 14 → 16 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.14% less ownership
Funds ownership: 79.47% → 72.34% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.49M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$838K |
| 3 |
LPL Financial
San Diego,
California
|
+$624K |
| 4 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
+$413K |
| 5 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$85.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$35.4K |
| 4 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
-$1.56K |
EQIN Hedge Fund Activity: Q1 2023 in Review
16 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q1 2023, worth a combined $36.8M — up 19% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQIN positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.74M sold.
- 16 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q1 2023, up from 14 in Q4 2022.
- Funds reported $36.8M of Columbia U.S. Equity Income ETF stock for Q1 2023, up 19% quarter-over-quarter.
- 3 funds opened new Columbia U.S. Equity Income ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q1 2023 was Cetera Advisors, an estimated $3.49M added.
- The largest Columbia U.S. Equity Income ETF seller in Q1 2023 was Susquehanna International Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2023.