EQIN

Columbia U.S. Equity Income ETF

31 hedge funds and large institutions have $50.1M invested in Columbia U.S. Equity Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$22.5M +$3.86M +87,900 +21%
LPL Financial
2
LPL Financial
California
$5.98M +$797K +18,135 +15%
SFS
3
Sowell Financial Services
Arkansas
$5.47M +$246K +5,599 +5%
NA
4
NewEdge Advisors
Louisiana
$4.12M +$209K +4,750 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.22M +$1.52M +34,565 +218%
Jane Street
6
Jane Street
New York
$1.76M +$1.76M +40,017 New
PA
7
Prism Advisors
California
$1.28M -$20.4K -464 -2%
GM
8
GeoWealth Management
Illinois
$1.01M -$2.46K -56 -0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$996K +$274K +6,238 +38%
RFN
10
Redwood Financial Network
Ohio
$781K +$307K +6,981 +65%
PAG
11
Private Advisor Group
New Jersey
$531K -$835 -19 -0.2%
AF
12
Allworth Financial
California
$523K
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$514K +$53.2K +1,209 +12%
PPW
14
Parcion Private Wealth
Washington
$377K +$25.2K +573 +7%
AI
15
Atria Investments
North Carolina
$333K +$333K +7,573 New
MWM
16
Maripau Wealth Management
Indiana
$322K +$19.3K +438 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$304K +$60.9K +1,386 +25%
RWA
18
Redhawk Wealth Advisors
Minnesota
$261K +$261K +5,928 New
FA
19
Fermata Advisors
California
$219K +$19.9K +452 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$206K +$175K +3,982 +569%
WFA
21
Wells Financial Advisors
Massachusetts
$75K
NP
22
NorthRock Partners
Minnesota
$74.7K
AIC
23
Archer Investment Corporation
Indiana
$71.2K
LFG
24
Larson Financial Group
Missouri
$35.8K +$35.8K +815 New
CWA
25
Carolina Wealth Advisors
South Carolina
$33.4K -$1.98K -45 -6%