EQIN

Columbia U.S. Equity Income ETF
EQIN

Overview Fund Activity

40 hedge funds and large institutions have $79M invested in Columbia U.S. Equity Income ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$22.4M
2
Citadel Advisors
Citadel Advisors
Florida
$1.89M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.51M
4
GIA
Gladstone Institutional Advisory
Florida
$1.31M
5
SFS
Sowell Financial Services
Arkansas
$6.59M

Top Sellers

1
AI
Atria Investments
North Carolina
$0
2
NA
NewEdge Advisors
Louisiana
$3.91M
3
Truist Financial
Truist Financial
North Carolina
$0
4
RWA
Redhawk Wealth Advisors
Minnesota
$228K
5
PAG
Private Advisor Group
New Jersey
$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$25.6M – – –
LPL Financial
2
LPL Financial
California
$22.4M +$11.6M +261,722 +107%
SFS
3
Sowell Financial Services
Arkansas
$6.59M +$1.26M +28,301 +24%
NA
4
NewEdge Advisors
Louisiana
$3.91M -$232K -5,238 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$2.41M +$2.41M +54,424 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.89M +$1.89M +42,706 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.51M +$1.51M +34,148 New
PA
8
Prism Advisors
California
$1.49M -$7.63K -172 -0.5%
GIA
9
Gladstone Institutional Advisory
Florida
$1.31M +$1.31M +29,647 New
Jane Street
10
Jane Street
New York
$1.29M +$101K +2,286 +9%
RFN
11
Redwood Financial Network
Ohio
$1.14M +$115K +2,597 +11%
GM
12
GeoWealth Management
Illinois
$1.05M +$20.8K +469 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$999K +$296K +6,679 +42%
Osaic Holdings
14
Osaic Holdings
Arizona
$849K +$829K +18,704 +4,251%
Goldman Sachs
15
Goldman Sachs
New York
$796K – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$652K +$92.2K +2,078 +16%
PPW
17
Parcion Private Wealth
Washington
$544K +$135K +3,046 +33%
AF
18
Allworth Financial
California
$532K – – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$479K +$14.4K +324 +3%
PAG
20
Private Advisor Group
New Jersey
$478K -$21.1K -476 -4%
KW
21
KWB Wealth
California
$466K +$466K +9,844 New
NG
22
Novem Group
New York
$389K +$389K +8,775 New
SAW
23
Signal Advisors Wealth
Michigan
$317K -$3.06K -69 -1%
MWM
24
Maripau Wealth Management
Indiana
$317K +$317K +7,146 New
CF
25
Collier Financial
Colorado
$303K +$303K +6,833 New
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