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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

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

13% more capital invested

Capital invested by funds: $44.5M → $50.1M (+$5.64M)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.85% less ownership

Funds ownership: 76.81%75.96% (-0.85%)

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
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$22.5M +$3.85M +87,900 +21%
LPL Financial
2
LPL Financial
California
$5.98M +$793K +18,135 +15%
SFS
3
Sowell Financial Services
Arkansas
$5.46M +$245K +5,599 +5%
NA
4
NewEdge Advisors
Louisiana
$4.12M +$208K +4,750 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.22M +$1.51M +34,565 +218%
Jane Street
6
Jane Street
New York
$1.76M +$1.75M +40,017 New
PA
7
Prism Advisors
California
$1.28M -$20.3K -464 -2%
GM
8
GeoWealth Management
Illinois
$1.01M -$2.45K -56 -0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$996K +$273K +6,238 +38%
RFN
10
Redwood Financial Network
Ohio
$781K +$305K +6,981 +65%
PAG
11
Private Advisor Group
New Jersey
$531K -$831 -19 -0.2%
AF
12
Allworth Financial
California
$523K
JP Morgan Chase
13
JP Morgan Chase
New York
$514K +$52.9K +1,209 +12%
PPW
14
Parcion Private Wealth
Washington
$377K +$25.1K +573 +7%
AI
15
Atria Investments
North Carolina
$333K +$331K +7,573 New
MWM
16
Maripau Wealth Management
Indiana
$322K +$19.2K +438 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$304K +$60.6K +1,386 +25%
RWA
18
Redhawk Wealth Advisors
Minnesota
$261K +$259K +5,928 New
FA
19
Fermata Advisors
California
$219K +$19.8K +452 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$206K +$174K +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 +$35.7K +815 New
CWA
25
Carolina Wealth Advisors
South Carolina
$33.4K -$1.97K -45 -6%

EQIN Hedge Fund Activity: Q2 2024 in Review

31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q2 2024, worth a combined $50.1M — up 13% from $44.5M a quarter earlier.

Fund positioning in EQIN was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 5 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.85M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.17M sold.

  • 31 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $50.1M of Columbia U.S. Equity Income ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 7 funds opened new Columbia U.S. Equity Income ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
  • The largest Columbia U.S. Equity Income ETF buyer in Q2 2024 was Ameriprise, an estimated $3.85M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q2 2024 was Susquehanna International Group, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2024.