EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

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
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.51%
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

1
LPL Financial
LPL Financial
California
+$5.13M
2
Ameriprise
Ameriprise
Minnesota
+$3.14M
3
Goldman Sachs
Goldman Sachs
New York
+$850K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$598K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$423K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$996K
2
Jane Street
Jane Street
New York
-$621K
3
MWM
Maripau Wealth Management
Indiana
-$322K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$188K
5
SFS
Sowell Financial Services
Arkansas
-$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$27.3M +$3.14M +66,350 +13%
LPL Financial
2
LPL Financial
California
$11.6M +$5.13M +108,470 +80%
SFS
3
Sowell Financial Services
Arkansas
$5.7M -$184K -3,891 -3%
NA
4
NewEdge Advisors
Louisiana
$4.42M -$22.5K -476 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.58M +$193K +4,086 +8%
PA
6
Prism Advisors
California
$1.59M +$214K +4,526 +16%
Jane Street
7
Jane Street
New York
$1.27M -$621K -13,123 -33%
RFN
8
Redwood Financial Network
Ohio
$1.1M +$258K +5,444 +31%
GM
9
GeoWealth Management
Illinois
$1.09M +$5.54K +117 +0.5%
Goldman Sachs
10
Goldman Sachs
New York
$850K +$850K +17,957 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$751K +$423K +8,936 +129%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$598K +$598K +12,630 New
AF
13
Allworth Financial
California
$549K – – –
PAG
14
Private Advisor Group
New Jersey
$532K -$39.4K -833 -7%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$496K -$57.2K -1,209 -10%
PPW
16
Parcion Private Wealth
Washington
$436K +$30.6K +647 +8%
SAW
17
Signal Advisors Wealth
Michigan
$341K +$341K +7,215 New
AI
18
Atria Investments
North Carolina
$341K -$17.8K -375 -5%
RWA
19
Redhawk Wealth Advisors
Minnesota
$269K -$11.3K -239 -4%
KMWM
20
Keudell/Morrison Wealth Management
Oregon
$261K +$261K +5,515 New
FA
21
Fermata Advisors
California
$237K +$663 +14 +0.3%
Truist Financial
22
Truist Financial
North Carolina
$226K +$226K +4,781 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$126K +$126K +2,654 New
NP
24
NorthRock Partners
Minnesota
$80.5K – – –
AIC
25
Archer Investment Corporation
Indiana
$76.9K +$237 +5 +0.3%
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