EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

20 hedge funds and large institutions have $30.7M invested in Columbia U.S. Equity Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.11M
2
PA
Prism Advisors
California
$846K
3
LPL Financial
LPL Financial
California
$2.72M
4
Citadel Advisors
Citadel Advisors
Florida
$680K
5
NA
NewEdge Advisors
Louisiana
$2.66M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
3
PAG
Private Advisor Group
New Jersey
$588K
4
Truist Financial
Truist Financial
North Carolina
$2.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$16.9M -$563K -15,038 -3%
Truist Financial
2
Truist Financial
North Carolina
$2.72M -$49K -1,307 -2%
LPL Financial
3
LPL Financial
California
$2.72M +$699K +18,661 +35%
NA
4
NewEdge Advisors
Louisiana
$2.66M +$395K +10,554 +17%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$1.1M +29,441 +40,330%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.1M -$501K -13,371 -31%
PA
7
Prism Advisors
California
$846K +$846K +22,578 New
Citadel Advisors
8
Citadel Advisors
Florida
$680K +$680K +18,164 New
PAG
9
Private Advisor Group
New Jersey
$588K -$96.9K -2,586 -14%
MA
10
MONECO Advisors
Connecticut
$428K +$89.2K +2,380 +26%
Goldman Sachs
11
Goldman Sachs
New York
$346K +$346K +9,250 New
AF
12
Allworth Financial
California
$204K – – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$163K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$120K +$40.9K +1,093 +52%
AIC
15
Archer Investment Corporation
Indiana
$60.7K – – –
WFA
16
Wells Financial Advisors
Massachusetts
$49.5K – – –
CWA
17
Carolina Wealth Advisors
South Carolina
$28.1K +$4.46K +119 +19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26K -$21.3K -574 -45%
GRP
19
Global Retirement Partners
California
$21.1K – – –
Wells Fargo
20
Wells Fargo
California
$45 – – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– -$9.5K -251 Closed