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EQIN

Columbia U.S. Equity Income ETF
EQIN

35 hedge funds and large institutions have $63.1M invested in Columbia U.S. Equity Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

26% more capital invested

Capital invested by funds: $50.1M → $63.1M (+$13M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

13% more funds holding

Funds holding: 31 → 35 (+4)

1.87% less ownership

Funds ownership: 75.96% → 74.09% (-1.9%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.93M
2
Ameriprise
Ameriprise
Minnesota
+$3.02M
3
Goldman Sachs
Goldman Sachs
New York
+$816K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$574K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$406K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$996K
2
Jane Street
Jane Street
New York
-$596K
3
MWM
Maripau Wealth Management
Indiana
-$322K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$181K
5
SFS
Sowell Financial Services
Arkansas
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$27.3M +$3.02M +66,350 +13%
LPL Financial
2
LPL Financial
California
$11.6M +$4.93M +108,470 +80%
SFS
3
Sowell Financial Services
Arkansas
$5.7M -$177K -3,891 -3%
NA
4
NewEdge Advisors
Louisiana
$4.42M -$21.6K -476 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.58M +$186K +4,086 +8%
PA
6
Prism Advisors
California
$1.59M +$206K +4,526 +16%
Jane Street
7
Jane Street
New York
$1.27M -$596K -13,123 -33%
RFN
8
Redwood Financial Network
Ohio
$1.1M +$247K +5,444 +31%
GM
9
GeoWealth Management
Illinois
$1.09M +$5.32K +117 +0.5%
Goldman Sachs
10
Goldman Sachs
New York
$850K +$816K +17,957 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$751K +$406K +8,936 +129%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$598K +$574K +12,630 New
AF
13
Allworth Financial
California
$549K – – –
PAG
14
Private Advisor Group
New Jersey
$532K -$37.9K -833 -7%
JP Morgan Chase
15
JP Morgan Chase
New York
$496K -$55K -1,209 -10%
PPW
16
Parcion Private Wealth
Washington
$436K +$29.4K +647 +8%
SAW
17
Signal Advisors Wealth
Michigan
$341K +$328K +7,215 New
AI
18
Atria Investments
North Carolina
$341K -$17K -375 -5%
RWA
19
Redhawk Wealth Advisors
Minnesota
$269K -$10.9K -239 -4%
KMWM
20
Keudell/Morrison Wealth Management
Oregon
$261K +$251K +5,515 New
FA
21
Fermata Advisors
California
$237K +$636 +14 +0.3%
Truist Financial
22
Truist Financial
North Carolina
$226K +$217K +4,781 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$126K +$121K +2,654 New
NP
24
NorthRock Partners
Minnesota
$80.5K – – –
AIC
25
Archer Investment Corporation
Indiana
$76.9K +$227 +5 +0.3%
1
2

EQIN Hedge Fund Activity: Q3 2024 in Review

35 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q3 2024, worth a combined $63.1M — up 26% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EQIN positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.93M. The largest seller was Citadel Advisors, exiting entirely with an estimated $996K sold.

  • 35 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $63.1M of Columbia U.S. Equity Income ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 6 funds opened new Columbia U.S. Equity Income ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Columbia U.S. Equity Income ETF buyer in Q3 2024 was LPL Financial, an estimated $4.93M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q3 2024 was Citadel Advisors, an estimated $996K sold.

Based on aggregated 13F filings for Q3 2024.