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EQIN

Columbia U.S. Equity Income ETF

37 hedge funds and large institutions have $91.6M invested in Columbia U.S. Equity Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

16% more capital invested

Capital invested by funds: $79M → $91.6M (+$12.6M)

2.82% less ownership

Funds ownership: 63.58%60.76% (-2.8%)

8% less funds holding

Funds holding: 4037 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% 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
14
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.4M +$6.19M +135,829 +27%
Ameriprise
2
Ameriprise
Minnesota
$29.2M +$2.76M +60,480 +10%
SFS
3
Sowell Financial Services
Arkansas
$8.04M +$1.23M +26,984 +18%
NA
4
NewEdge Advisors
Louisiana
$2.98M -$1.05M -22,929 -26%
GIA
5
Gladstone Institutional Advisory
Florida
$2.91M +$1.55M +33,960 +115%
Raymond James Financial
6
Raymond James Financial
Florida
$2.86M +$367K +8,050 +15%
KW
7
KWB Wealth
California
$2.13M +$1.74M +38,166 +388%
PA
8
Prism Advisors
California
$1.59M +$61.7K +1,354 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.54M +$503K +11,028 +49%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.18M -$378K -8,297 -24%
RFN
11
Redwood Financial Network
Ohio
$1.16M -$18.2K -399 -2%
GM
12
GeoWealth Management
Illinois
$987K -$90.8K -1,991 -8%
Jane Street
13
Jane Street
New York
$966K -$368K -8,075 -28%
Osaic Holdings
14
Osaic Holdings
Arizona
$919K +$43K +944 +5%
AF
15
Allworth Financial
California
$917K +$439K +9,630 +83%
Goldman Sachs
16
Goldman Sachs
New York
$822K
Stifel Financial
17
Stifel Financial
Missouri
$774K +$771K +16,904 New
PPW
18
Parcion Private Wealth
Washington
$601K +$39.4K +865 +7%
JP Morgan Chase
19
JP Morgan Chase
New York
$491K -$3.19K -70 -0.6%
PAG
20
Private Advisor Group
New Jersey
$438K -$55K -1,205 -11%
GSEP
21
Golden State Equity Partners
California
$271K +$270K +5,918 New
CF
22
Collier Financial
Colorado
$263K -$49.3K -1,082 -16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$204K -$468K -10,254 -70%
KMWM
24
Keudell/Morrison Wealth Management
Oregon
$203K -$56.8K -1,245 -22%
MP
25
McDonald Partners
Ohio
$202K +$202K +4,422 New

EQIN Hedge Fund Activity: Q1 2025 in Review

37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q1 2025, worth a combined $91.6M — up 16% from $79M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EQIN and 6 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $6.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.89M sold.

  • 37 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q1 2025, down from 40 in Q4 2024.
  • Funds reported $91.6M of Columbia U.S. Equity Income ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 6 funds opened new Columbia U.S. Equity Income ETF positions in Q1 2025 and 8 closed out, a net change of -2 holders.
  • The largest Columbia U.S. Equity Income ETF buyer in Q1 2025 was LPL Financial, an estimated $6.19M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2025.