Columbia U.S. Equity Income ETF
EQIN
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
5% more funds holding
Funds holding: 19 → 20 (+1)
3.06% less ownership
Funds ownership: 71.45% → 68.38% (-3.1%)
13% less capital invested
Capital invested by funds: $35.1M → $30.7M (-$4.41M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.14M |
| 2 |
PA
Prism Advisors
Studio City,
California
|
+$872K |
| 3 |
LPL Financial
San Diego,
California
|
+$721K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$701K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$581K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$516K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$99.9K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$50.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.2K |
EQIN Hedge Fund Activity: Q3 2023 in Review
20 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q3 2023, worth a combined $30.7M — down 13% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQIN positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.14M. The largest seller was Ameriprise, cutting an estimated $581K.
- 20 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q3 2023, up from 19 in Q2 2023.
- Funds reported $30.7M of Columbia U.S. Equity Income ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 3 funds opened new Columbia U.S. Equity Income ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Columbia U.S. Equity Income ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $1.14M added.
- The largest Columbia U.S. Equity Income ETF seller in Q3 2023 was Ameriprise, an estimated $581K sold.
Based on aggregated 13F filings for Q3 2023.