EQIN

Columbia U.S. Equity Income ETF

19 hedge funds and large institutions have $35.1M invested in Columbia U.S. Equity Income ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$17.6M
SAM
2
Silverhawk Asset Management
Arizona
$7.09M +$24.4K +644 +0.3%
Truist Financial
3
Truist Financial
North Carolina
$2.8M -$53.7K -1,418 -2%
NA
4
NewEdge Advisors
Louisiana
$2.29M +$234K +6,172 +11%
LPL Financial
5
LPL Financial
California
$2.04M +$293K +7,740 +17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.62M +$1.62M +42,790 New
PAG
7
Private Advisor Group
New Jersey
$692K -$470K -12,426 -40%
MA
8
MONECO Advisors
Connecticut
$342K
AF
9
Allworth Financial
California
$206K +$908 +24 +0.4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$164K +$908 +24 +0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$80.3K +$38 +1 +0%
AIC
12
Archer Investment Corporation
Indiana
$61.3K +$61.3K +1,620 New
WFA
13
Wells Financial Advisors
Massachusetts
$50K +$50K +1,321 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$48K -$57.6K -1,530 -55%
CWA
15
Carolina Wealth Advisors
South Carolina
$23.9K
GRP
16
Global Retirement Partners
California
$21.6K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$9.5K +$9.5K +251 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +73 New
Wells Fargo
19
Wells Fargo
California
$50
CA
20
Cetera Advisors
Colorado
-$3.46M -91,925 Closed
AAS
21
Ameritas Advisory Services
Nebraska
-$41.9K -1,114 Closed