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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

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

19% more funds holding

Funds holding: 1619 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.89% less ownership

Funds ownership: 72.34%71.45% (-0.89%)

4% less capital invested

Capital invested by funds: $36.8M → $35.1M (-$1.61M)

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
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$17.6M
SAM
2
Silverhawk Asset Management
Arizona
$7.09M +$23.9K +644 +0.3%
Truist Financial
3
Truist Financial
North Carolina
$2.8M -$52.7K -1,418 -2%
NA
4
NewEdge Advisors
Louisiana
$2.29M +$229K +6,172 +11%
LPL Financial
5
LPL Financial
California
$2.04M +$287K +7,740 +17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.62M +$1.59M +42,790 New
PAG
7
Private Advisor Group
New Jersey
$692K -$461K -12,426 -40%
MA
8
MONECO Advisors
Connecticut
$342K
AF
9
Allworth Financial
California
$206K +$891 +24 +0.4%
JP Morgan Chase
10
JP Morgan Chase
New York
$164K +$891 +24 +0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$80.3K +$37 +1 +0%
AIC
12
Archer Investment Corporation
Indiana
$61.3K +$60.2K +1,620 New
WFA
13
Wells Financial Advisors
Massachusetts
$50K +$49.1K +1,321 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$48K -$56.8K -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 +$9.32K +251 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.71K +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

EQIN Hedge Fund Activity: Q2 2023 in Review

19 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q2 2023, worth a combined $35.1M — down 4.4% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EQIN positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.59M. The largest seller was Cetera Advisors, exiting entirely with an estimated $3.46M sold.

  • 19 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q2 2023, up from 16 in Q1 2023.
  • Funds reported $35.1M of Columbia U.S. Equity Income ETF stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 5 funds opened new Columbia U.S. Equity Income ETF positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest Columbia U.S. Equity Income ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $1.59M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q2 2023 was Cetera Advisors, an estimated $3.46M sold.

Based on aggregated 13F filings for Q2 2023.