EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

31 hedge funds and large institutions have $44.5M invested in Columbia U.S. Equity Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+8
Holders Change %
+34.78%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Sowell Financial Services
Arkansas
+$5.29M
2
LPL Financial
LPL Financial
California
+$1.49M
3
GM
GeoWealth Management
Illinois
+$1.03M
4
Citadel Advisors
Citadel Advisors
Florida
+$731K
5
RFN
Redwood Financial Network
Ohio
+$481K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.06M
3
PAG
Private Advisor Group
New Jersey
-$117K
4
PPW
Parcion Private Wealth
Washington
-$62.9K
5
Osaic Holdings
Osaic Holdings
Arizona
-$35.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$18.8M -$1.2M -26,900 -6%
SFS
2
Sowell Financial Services
Arkansas
$5.29M +$5.29M +118,705 New
LPL Financial
3
LPL Financial
California
$5.25M +$1.49M +33,414 +40%
NA
4
NewEdge Advisors
Louisiana
$3.97M +$317K +7,109 +9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.17M +$428K +9,604 +25%
PA
6
Prism Advisors
California
$1.32M +$38.9K +874 +3%
GM
7
GeoWealth Management
Illinois
$1.03M +$1.03M +23,036 New
Goldman Sachs
8
Goldman Sachs
New York
$786K +$374K +8,400 +91%
Citadel Advisors
9
Citadel Advisors
Florida
$731K +$731K +16,419 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$706K +$127K +2,843 +22%
PAG
11
Private Advisor Group
New Jersey
$539K -$117K -2,624 -18%
AF
12
Allworth Financial
California
$516K – – –
RFN
13
Redwood Financial Network
Ohio
$481K +$481K +10,792 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$467K – – –
PPW
15
Parcion Private Wealth
Washington
$356K -$62.9K -1,412 -15%
SAW
16
Signal Advisors Wealth
Michigan
$337K +$1.2K +27 +0.4%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$336K -$1.06M -23,711 -76%
MWM
18
Maripau Wealth Management
Indiana
$306K +$1.2K +27 +0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$247K +$247K +5,535 New
KMWM
20
Keudell/Morrison Wealth Management
Oregon
$234K +$3.34K +75 +1%
FA
21
Fermata Advisors
California
$202K +$202K +4,539 New
WFA
22
Wells Financial Advisors
Massachusetts
$76K +$31.8K +715 +72%
NP
23
NorthRock Partners
Minnesota
$75.7K – – –
AIC
24
Archer Investment Corporation
Indiana
$72.1K – – –
CWA
25
Carolina Wealth Advisors
South Carolina
$35.8K – – –
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