EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

23 hedge funds and large institutions have $33M invested in Columbia U.S. Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$529K
2
LPL Financial
LPL Financial
California
$3.43M
3
NA
NewEdge Advisors
Louisiana
$3.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.59M
5
PPW
Parcion Private Wealth
Washington
$382K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
MA
MONECO Advisors
Connecticut
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$50.2K
5
PAG
Private Advisor Group
New Jersey
$598K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$18.3M – – –
LPL Financial
2
LPL Financial
California
$3.43M +$476K +11,722 +16%
NA
3
NewEdge Advisors
Louisiana
$3.35M +$443K +10,838 +15%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.59M +$392K +9,648 +33%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$70.4K +1,733 +6%
PA
6
Prism Advisors
California
$1.17M +$250K +6,153 +27%
PAG
7
Private Advisor Group
New Jersey
$598K -$40.2K -990 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$529K +$529K +13,010 New
AF
9
Allworth Financial
California
$471K +$250K +6,140 +113%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$426K +$250K +6,140 +141%
PPW
11
Parcion Private Wealth
Washington
$382K +$382K +9,406 New
Goldman Sachs
12
Goldman Sachs
New York
$376K – – –
SAW
13
Signal Advisors Wealth
Michigan
$307K +$307K +7,546 New
MWM
14
Maripau Wealth Management
Indiana
$278K +$278K +6,851 New
KMWM
15
Keudell/Morrison Wealth Management
Oregon
$211K +$211K +5,185 New
NP
16
NorthRock Partners
Minnesota
$69.1K +$69.1K +1,700 New
AIC
17
Archer Investment Corporation
Indiana
$65.8K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$50.2K -$80.5K -1,981 -62%
WFA
19
Wells Financial Advisors
Massachusetts
$40.3K -$13.4K -330 -25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$40K +$12K +300 +43%
CWA
21
Carolina Wealth Advisors
South Carolina
$32.7K +$2.2K +54 +7%
GRP
22
Global Retirement Partners
California
$23K – – –
PS
23
Principal Securities
Iowa
$10.2K +$10.2K +251 New
Wells Fargo
24
Wells Fargo
California
$4 -$45 -1 Closed
Truist Financial
25
Truist Financial
North Carolina
– -$2.72M -72,682 Closed
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